Meet the Team

Eduardo Alfaro plays a vital role in implementing Brio’s compliance, regulatory, and brand standards, ensuring that clients receive the care and attention they deserve.

Jamie combines his methodical, problem-solving abilities with a people-loving nature in his role as a Financial Planner at Brio.

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!

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 joined Brio as an Administrative Assistant, where her flexibility in tackling new projects led her to a new role as a Client Service Specialist.

Fresh out of school and working as an investments analyst in 2008, Jon had a front-row seat for the financial crisis.

For over 25 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.

Yerim and her pup Mika are the ultimate duo—they road-tripped across the country together to their new home in Seattle. If stranded on a deserted island, all they’d need is each other… and a tennis ball.

If judgment—and budget—weren’t a factor, Shane’s dream garage would include a Porsche GT3 RS, a Triumph Bonneville T120, a classic OBS Ford, and of course, a practical daily driver to balance it all out. Efficiency meets adrenaline in true Shane style.

To Shannon Kennedy, treating clients to exceptional s

Mariana has a passion for helping others discover how

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.

Mike is no stranger to farm life—growing up in Sonoma, he’s got dreams of one day having his own fleet of backyard chickens. And trust us, he’s already got a list of quirky names ready for his future feathered friends!

Though he’s currently a city dweller, Jonathan dreams of retiring to the countryside with a full-blown petting zoo: two indoor dogs, three cats, one hardworking livestock dog, and five cows. Now he just has to convince his partner to get on board with the plan.

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 originally aspired to become an aerospace engi

As soon as Rachel went to college, she knew she wante

Even as a little kid, Michael liked to tinker with bu

Jake Zalewski serves as the CEO and CCO of Brio Financial Group, where his thoughtful approach helps each client feel supported, accepted, and valued. His commitment to upholding clients’ best interests infuses every aspect of our team’s work.

As a self-described “people-person,” Angel is perfect