As a little kid, Alexandra loved her Dalmatian Oreo so much that she did everything he did. Thankfully, she has since outgrown rolling over for a treat, crawling on her hands and knees, and eating her food out of a dog dish.
As a teen, Gene loved playing trumpet in a drum and bugle corps—partly because he got to travel across the country and the globe. His team even came out on top at the ’88 world championships.
For over 20 years, Gene Elliott has helped individuals and families pursue their greatest financial goals. From estate planning to employee stock options, Gene focuses on simplifying complex endeavors and helping clients find solutions that genuinely fit their needs.
Pam spent 10 year volunteering as a finish-line team captain at the Dipsea Race. Corralling timers, handlers and medical personnel—not to mention all the runners—is a gig she likens to a symphony conductor.
Pam Schmitz helps clients plan for tomorrow by taking care of today. With a clear understanding of each client’s unique financial vision, she works to develop a tailored path forward. Whether buying a home, saving for college, or planning for Medicare and retirement, Pam helps each client prepare for life’s many stages.
Jake’s favorite birthday involved inviting 12 of his nearest and dearest to revel in Italy at the “Under the Tuscan Sun” villa. The talent show and draining the full wine cellar were two of the highlights.
When she was a kid, Lauren liked wearing odd things on her head. Pictures of her donning a strainer or bucket are peppered throughout her childhood photos. To this day, she loves wearing hats.
Lauren Fortier approaches her work and service at Brio as a partnership and educational experience for all. Her exemplary care and thoughtful approach to each client relationship helps her develop tailored strategies to meet their specific needs. For Lauren, every day is a chance to grow as both a financial planner and a person.
When not kayak fishing on the Bay, Claire enjoys hiking and camping with her family, or rock climbing with her partner. She finds the intensity of this highly technical sport and breaking new boundaries an irresistible adrenaline rush.
Working as a flight attendant, Eduardo decided that he’d rather fly the plane then offer passengers chicken or pasta. He earned one of the three pilot licenses before deciding to spend his money on university.
The first bit of advice Brandon’s dad gave to him when he became a financial advisor is “Pigs get fed. Hogs get slaughtered.” Brandon still uses that bit of wisdom to caution clients against greed.
As Brio’s founder, much of our team’s culture comes from Brandon. His commitment to clients’ best interests — and focus on building a firm where people can feel comfortable and have fun — drives how our team operates each day.