Our Team

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!

Keeping people happy, well-fed, and taken care of comes naturally to Mike. With a background in hospitality and catering, he’s all about great service and making sure everyone leaves satisfied. As a first-generation kid, the world of finance caught his eye as a way to build a solid future—not just for himself, but for his family, too. What drew him to Brio? The collaborative, team-focused approach and the chance to soak up as much knowledge as possible as he works toward becoming a Financial Planner. 

At Brio, Mike is your go-to for all things client service. Whether you’re scheduling an appointment, reaching out to your advisor, or handling account paperwork, he’s there to help—always with a smile. 

Education & Accreditations 

• Bachelor of Business Administration, Concentration in Finance – Sonoma State University  

Life Passions 

Once upon a time, Mike dreamed of becoming a Michelin-star chef. But after seeing the grueling hours and high-pressure kitchens up close, he realized that path wasn’t quite the right recipe for him. That hasn’t stopped him from loving food, cooking, and hosting a great gathering! 

When he’s not entertaining guests, you’ll find Mike entertaining himself with video games, sketch comedy, and outdoor adventures—preferably with a delicious bite along the way. 

As a dog lover, Ceci dreams of owning a ranch where she can house any and all pugs that need a loving home.

Ceci brings a strong background in client-facing roles, administrative coordination, and investor communications to her new position as a Client Service Specialist at Brio. With experience in both corporate and nonprofit environments, Ceci is skilled at keeping operations running smoothly and ensuring that clients feel supported every step of the way. 

At Brio, Ceci is focused on scheduling client meetings, managing paperwork requests, and making sure no detail falls through the cracks. Her prior roles have sharpened her ability to juggle priorities with grace, maintain strong relationships, and communicate clearly - whether in English or Spanish. 

Ceci is currently pursuing her Associate of Science in Accounting at Golden West College and continues to bring her efficiency, warmth, and passion to client service to everything she does 

EDUCATION & ACCREDITATIONS   

Golden West College, AS, Accounting in progress - Expected graduation date 06/28 

COMMUNITY INVOLVEMENT   

Pug Nation a So-Cal based rescue focused on matching abandoned pugs with loving homes.  

LIFE PASSIONS   

Ceci is deeply committed to social justice and advocates for migrant rights and mental health support, with a focus on creating safe, inclusive spaces for those in need. In addition to her passion for pugs, Ceci believes strongly in giving back to the community and wants to be a resource to foster financial literacy for low-income families and individuals.  

As a self-described “people-person,” Angel is perfect for his Brio position as a Client Service Manager. This support ninja role entails anything needed to keep advisors on track and simplify the details of finance and planning for clients. Better yet, it enables Angel to focus on what he enjoys—connecting with people, listening to the real meaning behind their words, learning what they need, and figuring out how to support their hopes and dreams. 

Before joining Brio, Angel worked with a commercial sales team in the fitness industry, where he handled the background details so sales pitches went smoothly. He also served as a general manager at a sandwich shop, which opened his eyes to all the human resources responsibilities employers have. His job as a dance studio teacher and choreographer showed him how to develop a safe and nurturing environment that promoted growth and development. 

EDUCATION & ACCREDITATIONS   

B.A, Double Major Psychology and Dance, University of California Davis 

LIFE PASSIONS 

Dance is Angel’s great love and if you’re nearby when he’s in a dancing mood, chances are, he’ll pull you into the fun and movement. Though no longer dancing professionally, Angel still enjoys being part of the cast for the annual Nutcracker and Spring/Summer shows as a guest artist with various Bay Area dance companies. 

He also loves spending time diving into fiction books, especially if the plot involves adventure or magic. Perhaps these stories inspired the Facebook videos Angel and his partner Michael made during the pandemic to amuse their friends and escape—at least virtually—to the beach, gym and other places they missed. 

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.

For Jonathan, joining Brio was the natural next step—not just for career growth, but because of the people and the culture. With a deep appreciation for collaboration and a genuine hunger to learn, he thrives in environments that challenge and inspire. Whether it’s diving into a new strategy or supporting clients through life’s transitions, he brings curiosity, care, and a commitment to continuous growth. 

Jonathan believes prosperity means something different to everyone—health, legacy, travel and enjoys helping clients define theirs so we can help build toward it.  

EDUCATION, CERTIFICATIONS & ACCREDITATIONS  

• Bachelor of Arts in International Relations with a minor in Economics
• Series 65 Uniform Investment Adviser Law Exam 

COMMUNITY INVOLVEMENT 

Jonathan serves as an inaugural member of the San Francisco Advisory Board for the Volo Kids Foundation, helping expand the organization’s Bay Area presence through fundraising, events, and community engagement. He also volunteers as a coach, leading free weekly sports programs that support local youth in building confidence, creativity, and healthy habits.  

 LIFE PASSIONS 

For Jonathan, family always comes first—though soccer is a very close second. After losing his mom at a young age, he holds tight to the people-loving spirit she passed down to him. It’s a sentiment he brings with him everywhere, including the annual Rushton family trip to the UK, where his father grew up. Stateside, Jonathan and his partner Gaby can often be found catching live music, dream-scrolling Zillow listings, or heading outside to soak up nature whenever they can.

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.

In Loving Memory of our Pam

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.

From her perspective, a healthy financial life begins with a clear picture of your cash flow, so she works with clients to help support their lifestyle without sacrificing their goals. She also gives each client the time and attention they deserve to make sound financial decisions and feel confident they are prepared for the future.

Pam has over two decades of industry experience, and has worked in options and equity trading, as well as institutional real estate. Today, she applies this wealth of knowledge to help clients enjoy the financial lives they deserve.

Education, Accreditations & Awards

• Chartered Financial Consultant (ChFC)
• Certificate of Financial Planning from San Francisco State
• B.S in Legal Studies from UC Berkeley

Industry Focus

• Tax Planning Strategies
• Family Finances
• Wealth Preservation Strategies
• Investments
• Retirement Plan Distribution
• Cash Flow Management Strategies
• Estate Planning Strategies

Community Involvement

Pam is a new Board Member for the Golden Gate Business Association, who's mission is to champion opportunity, development, and advocacy for our LGBTQ & Allied business community. In addition, she supports the following organizations:

• 2019-2021 FPA NorCal Conference, Speaker Liaison
• AIDS Lifecycle ride 2007, 2017 & 2019 Finisher
• California Society of Pioneers
• Dipsea Race 1997-200, Finish Line Team Captain
• Dress for Success San Francisco
• Financial Planning Association
• L.A. Gay & Lesbian Center
• Our Family Coalition
• San Francisco AIDS Foundation
• SF-Marin Food Bank

Life Passions

Pam is passionate about exercise, specifically yoga, long-distance cycling, and running. She completed the AIDS LifeCycle race for the second time in 2017 and has run the marathon distance over 100 times. She has even served as a 3x pacer for the famed Western States 100 mile race. She loves spending time with her family: Leslie, Charlie, Dave, and Max, the cat.

No matter what she is doing, two sayings drive Pam’s zeal for life:

• Passion changes everything
• There is no traffic on the highroad

Vivian originally aspired to become an aerospace engineer after witnessing the retired Endeavor Space Shuttle fly over her middle school. However, her path shifted when she discovered a new passion for finance. A job at a credit union and an externship with the Financial Planning Association introduced her to the world of financial planning, a field she is now eager to pursue. 

Vivian’s job at Brio as a Client Service Specialist provides the ideal opportunity to learn the job from the ground up as she assists the advisors and associates with back-office and paperwork duties. She looks forward to working her way up and eventually focusing her talents on helping immigrants and underserved communities take charge of their money. 

EDUCATION & ACCREDITATIONS   

B.A, Finance, Humboldt State University 

LIFE PASSIONS 

Vivian enjoys hanging out with her friends, as well as her cat and two needy dogs. But she really loves spending time with her family, where their stories of what they endured to come to this country never cease to amaze her. 

She is also fond of getting outdoors, particularly if she’s sitting on a beach or overlooking any body of water and with a good book. 

As soon as Rachel went to college, she knew she wanted to do financial planning. She noticed financial literacy was something many people struggled with including her family. With her love of helping others and seeing a need to educate those around her it was a natural fit. Rachel enjoys helping people plot their dreams amidst the intricacies of the financial industry. With her diploma in hand and now armed with the CFP she’s ready to roll. Go Rachel go! 

EDUCATION & ACCREDITATIONS   

• B.A., Finance/ Financial Planning, California State University
• CERTIFIED FINANCIAL PLANNER™ certification
• Series 65 Uniform Investment Adviser Law Exam – FINRA 

LIFE PASSIONS 

Rachel, like many of our folks, is an avid traveler. Her travels started early when the family relocated to Guatemala when she was in elementary school. Now, her dream repeat destination is Japan. She last went in December of 2022 for her birthday and she has been itching to go again. She loves Japan as she finds that it is the perfect balance of quick paced city life and calming nature filled spots. Bali and the Philippines are next on the list! She keeps that passport handy and ready for new stamps and adventures! 

Even as a little kid, Michael liked to tinker with budgets, making financial services a natural fit for him. Part of what he thoroughly enjoys is helping clients connect their spending habits with influences such as how they were raised, while also showing them how these behaviors are controllable and the way that small changes can have a huge impact on their future. Add in his talent for reading between the lines to help clients express their true dreams, and it’s no wonder Michael forges strong, trusting relationships with his clients. 

Michael has a passion for details and efficiencies, so it was only natural for him to evolve into Brio’s Director of Operations as well. When wearing that hat, he oversees the entire Brio operations team to improve the customer experience. Michael is also part of the leadership team, committed to making Brio the best it can be for all clients and empowering his colleagues to do the same 

 
EDUCATION & ACCREDITATIONS 

• B.S., Economics, North Carolina State University 
• FINRA Series 65 licenses 

LIFE PASSIONS 

Michael enjoys going on long walks with his half Lab, half Australian Shepherd dog, Cali, trying new restaurants around San Francisco, and bourbon tasting with anyone. He also enjoys playing golf and watching sports. He is generally cheering along for the South Africa Springboks, Carolina Panthers and NC State Wolfpack.

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. Whether he is making simple operational decisions or major strategic choices, Jake strives to ensure his leadership creates positive, intentional client experiences.

From his perspective, providing in-depth financial guidance is only half of Brio’s job — Jake is proud of our unique commitment to being there through every twist and turn in a client’s life. He knows that listening to each client, remembering and understanding their goals, and helping them navigate the financial advising process are responsibilities that matter. 

Jake brings deep leadership experience to his role as our team’s President. He has served as Vice President of Western Operations for the Follet Higher Education Group and Chief Operating Officer for PBA Galleries. Today, he finds meaning and fulfillment in helping our team to truly support clients’ lifelong needs and bring them closer to their most important goals. 

EDUCATION & ACCREDITATIONS  

• B.A., Business, Saint Mary’s College of California 

COMMUNITY INVOLVEMENT 

Jake is an active and engaged community member and is proud to support a number of Bay Area organizations, including: 

• Marine Mammal Center
• Horizon's Foundation
• GLAAD Media Awards
• Our Family Coalition Annual Gala 

LIFE PASSIONS 

Jake loves his life, his work, his home, his friends, his community, and most of all, being such a deep part of the kids, Boone and Grayson's, life.  He also finds balance by cycling, running, skiing, hiking, paddle boarding, and traveling. His newest passion is spending time on his farm managing his orchard, garden and the merlot grapes.  He even has his own tractor!