Our Team

415.217.7915, ggreen@jsfin.com

Graham offers financial solutions for individual households and closely held business owners.

Education & Professional Certifications

• The University of Wisconsin, Madison

Community & Affiliations

• Board Member, Call of the Sea

In his spare time, Graham enjoys actively competing in San Francisco’s Knarr fleet of sailboats, is a member of the St. Francis Yacht Club, and spends time in West Marin with wife, son, and 2 dogs.

CA Insurance License #0B11545

415.217.7912, cowen@jsfin.com

Chris offers financial solutions for individual households and closely held business owners.

Education & Professional Certifications

• The University of Notre Dame

• Accredited Investment Fiduciary (AIF)

Community & Affiliations

• Commissioner, Marin County Cultural Services Commission

Outside the office, Chris is active in the support and engagement of music and the arts. Chris lives in San Rafael with his wife Shannon and daughter Madalena.

CA Insurance License #0G62903

415.217.7908, rsittauer@jsfin.com

Ryan offers financial solutions for individual households and closely held business owners.

Education & Professional Certifications

• The University of San Francisco

Community & Affiliations

• Board Chair of the Dante’s boys foundation

• Board member of the Down Syndrome Association of the North Bay

An all conference collegiate baseball player at USF, Ryan is an avid sports fan, loving husband, and dedicated father to two beautiful daughters.

CA Insurance License #0F69305

415.217.7906, mvelzo@jsfin.com

Michael offers financial solutions for individual households and closely held business owners.

Education/Professional Certifications:

• The University of Michigan, Ann Arbor

• Accredited Investment Fiduciary (AIF)

Community & Affilliations:

• Board President, Jackson Square Merchants Association/Jackson Square Historic District Association

• Board Member, Downtown SF Partnership

• Board President, Marinero Heights Association

Michael and his wife Summer live with their dog Teddy in Tiburon. Michael is a classically trained musician, an avid trail runner, and proud Wolverine!

CA Insurance License #0L74916

415.217.7916, bvlahos@jsfin.com

Bill offers financial solutions for individual households and closely held business owners.

Education/Professional Certifications:

• The University of California, Los Angeles

Community & Affilliations:

• Board member, Presidio Heights Association of Neighbors.

• Member & Past President, The Guardsman

Bill grew up in San Francisco where he attended St. Ignatius College Prep and then UCLA. He lives in San Francisco with his wife Julie and their children George and Sophie. Bill is also the founder of a boys’ summer lacrosse team “The Knuckleheads.”

CA Insurance License #4083914

415.793.6571, dwyllie0747@gmail.com

Derek provides customized insurance solutions for individual households and closely held business owners.

Education/Professional Certifications:

• The University of California, Santa Barbara

Community & Affilliations:

• Twin Cities Little League, Youth Coach

A San Francisco native, Derek lives with his family in Marin County, spending time outdoors hiking and with family and friends.

CA Insurance License #0747962

415.217.7909, lfung@jsfin.com

Louise manages accounts for individuals, providing a high degrees of service to our wealth management clients.

Education/Professional Certifications:

• The London College of Fashion, University of Arts London

• Diploma in Insurance, Chartered Insurance Institute - United Kingdom

A native of London, outside of work Louise enjoys traveling to other countries and spending time with her family and two dogs.

415.217.7907, eyu@jsfin.com

As Manager of Retirement Plan Services, Elaine focuses the efforts of the department on ensuring superb client experience.

Education/Professional Certifications:

• Qualified Pension Administrator (QPA)

Community & Affilliations:

• Member of the American Society of Pension Professionals and Actuaries (ASPPA)

• Annual participant, Lupas Foundation Walk

Outside of the office, Elaine enjoys spending time with her family and is active in her community.

415.217.7917, vlane@jsfin.com

Valerie manages the benefits team, and provides concierge service and support to our benefits clients.

Education/Professional Certifications:

• University of Phoenix

• Jack Welch Management Institute (MBA in Process)

• Group Benefits Disability Specialist Designation

Valerie is inspired daily by her two daughters, and loves spending time with her granddaughter, during her free time.

415.217.7919, amacedo@jsfin.com

Ashley provides concierge service for group benefits clients.

Education/Professional Certifications:

• Golden Gate University

Ashley enjoys travel, volunteering in the community, and spending time with family and friends.

CA Insurance License #4353662

415.217.7913, pstgeme@jsfin.com

Polly provides concierge service for group benefits clients.

Education/Professional Certifications:

• University of California, Los Angeles

Polly attended UCLA where she was an All American in Track and Cross Country. She is a mom of three boys/young men. In her free time, she loves running and hiking with friends and family.

415.217.7902, jspector@jsfin.com

Jade provides concierge service for retirement plan clients.

Education/Professional Certifications:

• University of Plymouth, England

Originally from Whitstable, England - Jade enjoys volunteering in conservation, playing football/soccer, hiking in the rain, and propagating plants.

806.577.6573, kendall.strickland@jsfin.com

Kendall provides concierge service for wealth management clients.

Education/Professional Certifications:

• Texas Womans University

Kendall enjoys spending time with her husband, weight lifting, listening to and creating new music, and spending time with friends and family.

415.217.7905, msan@jsfin.com

Mabel provides concierge service for individual, benefits, and retirement plan clients.

In her free time, Mabel loves to keep working!