Jamie is excited about being able to combine his methodical, problem-solving abilities with the people-loving part of his personality in his role as an Associate Planner at Brio. He can now focus the same skills and drive that have led him to pursue a masters in financial planning on helping clients execute plans that help them succeed.
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 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.
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.
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.
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.