Our Team

Eduardo Alfaro

Manager, Back Office Operations

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.

Jamie Alpaugh

CFP®, MSFP
Financial Planner

Jamie set a goal for himself to visit 30 countries by his 30th birthday. And he reached that milestone in a fun and memorable way—driving around the British Isles with his grandmother.

Jamie combines his methodical, problem-solving abilities with a people-loving nature in his role as a Financial Planner at Brio. With a master's degree in financial planning, Jamie leverages his skills and drive to lead clients to financial success through the execution of personalized plans.

Gerald Antonio

CTFA®, MSFP, MBA
Associate Financial Planner

If Gerald could have a mansion of dogs he would. His love for dogs is similar for tennis, it has no bounds!
Through this love, he met the love of his life partner Jeff. Talk about doubles tennis!

Wahidah Aziz

Associate Financial Planner

Wanting to be a pilot when she was younger, she assumed it would help her travel the world more before she realized that pilots don’t really get to see the world the way she intended to so she decided to make traveling a hobby and has done so by traveling to over 20 countries!

Matt Beck

Senior Financial Planner, COO

Being from Minnesota, Matt grew up a huge Vikings fan. When his parents gifted him with a replica of his NFL team’s home field, they had no idea it would turn Matt into an avid collector of miniature stadiums.

Matt is happy that his career journey led him to Brio, where he can share his vast industry knowledge to help the firm reach new heights and continue his mission to make the world better for others. 

Michelle Chan

Client Service Specialist

Michelle was so tiny as a child, that a strong gust of wind blew her and her tricycle over and into a sidewalk drain. Luckily, her father saved her from anything more disastrous than minor cuts and a bruised ego.

Michelle joins Brio as an Administrative Assistant, where her flexibility in tackling new projects is a handy skill to have. She keeps busy learning the business, taking notes in meetings and engaging in various ways across the firm, including wrangling calendars that are in constant flux.

Jon Clements

APMA®
Portfolio Manager

While traveling through Ireland, Jon and his dad spent two nights at a charming B&B in a remote coastal town. Jon later discovered that they had been staying with one of his friend’s parents. In the bedroom the friend grew up in!


Ask Jon what attracted him to Brio and he’ll tell you it’s the people. At first afraid that they were “too good to be true,” he quickly decided that if Brio takes care of its employees so well, the clients must be treated like royalty. And that’s important to him, perhaps given his start in the financial world.

Barbara Domingo

Client Service Administrator

Barbara spent a year in Sweden as an exchange student and became fluent in the language. Many years later, she frequently astounds coworkers and customers by suddenly switching to the Swedish language mid conversation.

Gene Elliott

RICP®
Financial Planner

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.

Shannon Kennedy

Director of Marketing

Shannon adores Murder She Wrote, though she’s not sure whether that’s due to the strong female lead who focuses on her career rather than romance—or Jessica Fletcher’s shoulder-padded wardrobe.

Mariana Llamas

CFP®
Associate Financial Planner

Mariana would change everything about her high school years but if she had only one wish granted it would be to have opened a Roth IRA and save money from her mix of part time jobs. That’s the Brio way Mariana!

Mariana has a passion for helping others discover how powerful a tool money can be and is excited to be joining the Brio team. She was drawn to Brio because of the people and client-centric approach.

Brandon J. Miller

CFP®, CLU®, MS, ADPA®, ChFC®
Private Wealth Advisor/Founder

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.

Angel Rodriguez

Client Service Specialist

Spinning flags and tossing rifles while doing choreography with his high school’s color guard team helped Angel discover his deep passion for dance. Five years spent as a ballet dancer, then teacher and choreographer didn’t line his pockets much, but also didn’t dim his love of dance.

Pamela G. Schmitz

ChFC®
In Loving Memory

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.

Vivian Segura

Client Service Specialist

When she noticed that no one at her high school had chosen the computer-guided lathe machine for the Skills USA contest, Vivian decided to give it a go. She ended up winning first place in the state and went on to compete in the national tournament that year.

Rachel Shin

CFP®
Associate Financial Planner

You can always find Rachel with a cup of coffee in her hand, on her desk, or in the mini fridge closest to her, sometimes even in all three places. Coffee runs through her veins and if she could collect something without a limit, she would have a model of each coffee machine. Hello new coffee spot!

Lindsey Swanson

CFP®, AAMS®
Financial Planner

Cooking is Lindsey’s jam. It’s her bread and butter. After much experimentation, Lindsey has perfected the art of a chicken pot pie. Not one to turn down a frozen Marie Calendar pie in a pinch, she’d rather start from scratch!

Michael Telford

Financial Planner, Director of Operations

Michael and his wife Hanna returned to California in 2024 with their pup, aptly named Cali, in tow after a few years in North Carolina. The trio is so happy to be back in the Bay!

Jake Zalewski

Chief Executive Officer/CCO

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.