Your Financial Journey, Our Expertise

Shannon is a Client Service Associate - Team Lead at SAM. She is responsible for facilitating client’s operational requests such as asset movement and account updates.

Prior to joining SAM, Shannon managed the New Accounts Team at one of the nation's largest credit unions. She was pivotal in shaping their policies and procedures through their milestone growth past 10 Billion in AUM.  

After Shannon attended Southern New Hampshire University and the University of New Hampshire majoring in Accounting, she entered the financial world quickly working her way up from teller to a branch management role in both commercial banking and credit unions.

In Chris’s role as a Senior Wealth Manager, he focuses exclusively on client relations and is dedicated to bringing a high level of service. Throughout his career he has worked closely with both institutional and individual investors.

Chris worked for Prudential Securities in New York before leaving to pursue his MBA in Finance & International Business from Tulane University in 1996. Upon completion of his MBA, Chris moved to San Francisco where he joined Fisher Investments as an Investment Consultant managing high net worth client accounts totaling over $200 million in assets. Following that he worked at Silicon Valley Bank in their Institutional Assets Management Group developing and managing client relations for venture funded corporations.

Prior to joining SAM, Chris was a Senior Investment Advisor and member of the Investment Policy Committee with MCM Wealth, a regional Register Investment Advisor. Chris is a CERTIFIED FINANCIAL PLANNER™ professional and holds a series 65 license. He resides in Mill Valley with his wife and daughter where he enjoys tennis, biking, hiking, and spending time with his family.

Hanaan is a Client Service Associate at SAM. Her role is to act as a liaison between the client and operations team and performs tasks such as assisting the client with account maintenance requests. Prior to joining SAM, Hanaan had been working in the financial services industry for nearly six years. After college, she entered the financial world quickly, working her way up in companies such as Charles Schwab and Goldman Sachs, gaining useful experience and knowledge along the way. She has a passion for working with clients and building relationships, which makes her a great fit in her role at SAM.

Jared is a Wealth Manager at SAM. He started working with clients in 2014 as a Financial Planning Consultant at Northwestern Mutual. Prior to joining SAM, Jared worked as a Financial Solutions Advisor at Merrill Edge and as a Financial Advisor at Bank of the West.

Jared currently holds his Series 65 and has passed Level I of the Charter Financial Analyst examination. Jared graduated Distinction MSc. International Relations at the London School of Economics and Summa Cum Laude with a B.A. in Political Science at the University of California, Los Angeles.

Jared lives in Reno, Nevada, and is based out of our San Mateo office in California. 

Jeff is a Wealth Manager at SAM.  He first started working with financial clients in 2014 at Citizens Investment Services. Prior to joining SAM, he worked at Tailored Wealth Solutions as a Planning Associate, where he provided financial planning and ongoing service to high net worth clients and business owners. 

Jeff has a bachelor’s degree from the Rockefeller College of Public Affairs & Policy at SUNY Albany in Political Science and Economics.  He lives in Saratoga Springs, New York with his wife and two young children, and works in our upstate New York office. 

Kim strives to provide the best service to her clients at SAM in her role as a Senior Wealth Manager with a holistic financial approach to meeting her clients’ needs.  Prior to joining SAM, she was a Vice President Client Advisor at JP Morgan Bank and VP Banker in JP Morgan Private Bank.  She began her career as a financial advisor at Morgan Stanley where she earned her CERTIFIED FINANCIAL PLANNER® certification while advising clients and serving on the investment committee on a team managing $2B in assets.  She has experience serving both high net worth and ultra-high net worth investors. In addition to the CFP®, Kim has earned her CDFA®, an accreditation for professionals who provide in-depth financial analysis and advice to attorneys and couples relating to divorce.

Kim graduated Magna Cum Laude with a Finance degree from Sam Houston State University and earned her CFP® certification after attending University of Georgia for post-graduate studies. She is a New Yorker by way of Houston and Atlanta.

As the Director of Wealth Management, Tom is focused on developing and continuously improving the firm’s advisory and financial planning services. He began working with high-net-worth investors back in 2006 at Morgan Stanley Smith Barney. Prior to joining SAM in 2017, Tom worked at BNY Mellon as a Relationship Manager, where he managed high-net-worth client and family office relationships. 

Tom is a series 65 licensed Investment Advisor Representative and holds a BS in Business Management from San Jose State University. A San Francisco Bay Area native, he currently resides in San Jose, CA with his wife and 3 kids.  

Adrienne is an Operations Specialist and Anti-Money Laundering Officer at SAM. She is in charge of maintaining client account information and assists in various operational activities including asset movements. Adrienne is focused on providing all clients with a comfortable and efficient experience.

Adrienne received her A.A.S. in Paralegal Studies and was given the Academic Achievement Award.  Adrienne furthered her education by earning a Business Analytics certificate from Cornell University, as well as becoming a globally recognized Certified Anti-Money Laundering Specialist (CAMS) through the Association of Certified Anti-Money Laundering Specialists.

Adrienne and her family live in Upstate New York.  In her free time, she volunteers with Eddy Alzheimer’s Association and as a lector at her church.  Adrienne also enjoys spending time with her friends, dining at new (to her) restaurants, and going to music concerts.

Ryan began his career in the financial services industry during the bear market of 2008; helping investors navigate a difficult economic environment. Prior to joining SAM, he was with Prosperity Wealth Planning as the firm’s Associate Financial Planner. Ryan also spent about eight years with Fisher Investments as an Advisor supporting clients progressing towards their financial and retirement goals.

Ryan holds a bachelor’s degree from Bridgewater State University in Massachusetts in Operations   Management (Finance concentration) and is currently studying to sit for the CERTIFIED FINANCIAL PLANNER™ examination.

Ryan was born and raised in the Boston-area and has called the West Coast home since 2013. He is a father of one, a daughter named Juliana, and now lives in Southwest Washington state with his partner. He likes spending free time hiking in the gorge, boating along the Columbia River, and exploring the flavors of cuisine & cultures across the globe.

Maurice is a Senior Wealth Manager at SAM.  He is responsible for maintaining and enhancing the client experiences, as well as effectively communicating SAM’s investment strategy to clients.  With over 19 years of experience in the investment industry, Maurice has developed a deep understanding of investment strategy and portfolio construction, enabling him to provide exceptional service to SAM’s clients.           

Prior to joining SAM, he has held various positions at E*TRADE Financial, Lord Abbett & Co and Elim Consulting Group. Maurice developed expertise in investment strategy and portfolio construction while working with advisers, banks, consultants, family offices and private clients, gaining a comprehensive understanding of the investment landscape and the needs of different types of investors.

Maurice holds a BA in International Affairs from The George Washington University, the Elliott School of International Affairs.