We Work Together

We pool our knowledge, experience, and skills so we can offer you multi-disciplined perspectives and unparalleled service.

Profile

Jason Beccaris, JD
Chief Planning Officer
Diane Gabianelli, MBA
President and CFO
Brian OKeefe, MBA
Chief Investment Officer
C.J. Rendic, MBA
Chief Executive Officer
Jacob Schutt
Chief Technology Officer
Sangeetha Srinivasan, MBA, CFA
Chief Compliance Officer
Amy Barker, CFA, CFP®
Principal
Kurt Beyer, PhD
Principal
Matthew Clements
Principal
William Clements, JD
Principal
Bruce Edwards
Principal
Knud Gotterup
Principal
C. Lucas Hatch
Principal
Rob Henrich, CFA, CFP®
Principal
Robert Higgins
Principal
Corey Hyde, JD
Principal
Roy Kissin
Principal
Steve Kuriyama MSFS, CFP®
Principal
Victor Liao
Principal
Fritz Linkner, CFA
Principal
Michael Ma, ChFC, CFP®
Principal
Reed Minuth
Principal
Sandra Pierce, CPA, CFP®
Principal
Michael Stephens
Principal
Stacey Blalock
Director
Stephanie Cooper
Wealth Strategist
Joe Fukumoto
Manager
Matthew Kennedy, MBA
Wealth Manager
Wendy Kim
Manager
Mary LaMar
Controller
Mary Meyer
Wealth Strategist
James Mills, Jr.
Wealth Manager
Alyssa Morris, JD
Wealth Manager
Ray Polin, JD, AIF®
Wealth Manager
Joan Schriger
Firm Development Director
Jedd Segrist, JD, CFP®
Senior Wealth Strategist
Elaina Serotte, CDFA
Manager
Roselyn Siino, CFP®
Financial Planner
Sonny Alberto
Associate
Peggy Armbruster
Associate
Benjamin Britton
Associate
Christopher Broderick
Research Associate
Sophia Cadenhead
Associate
Sergio Campos
Associate
Debbie Falzone
Associate
Linda Hirano
Associate
Julianne Jeffrey
Associate
Nathan Kish
Financial Planner
Matthew Kuriyama
Associate
Susan Matejovsky
Associate
Andrea Medakovic
Associate
Leslie Tietz
Office Manager

Mary Meyer

Wealth Strategist
Great books you've recently read?

I absolutely love reading books of different genres and will use any spare moments of my day to squeeze in some reading. The latest books I've read; The Giver by Lois Lowry, Secrets of a Millionaire Mind by T. Harv Eker and Outlander by Diana Gabaldon. All highly recommended!

Best childhood memory?

Wow, I have many! Picking and eating fresh fruit straight off the trees; mountain apples, mangos, lychee, tangerines, guavas, bananas, lilikoi, and coconuts. Watching my dad weave coconut hats, picking ‘opihi, and making Hawaiian fishing throw nets. Admiring the countless hours of compassionate service my mom performed for others in need and continues to do so today.

Favorite words of advice?

“There is always, always something to be thankful for.”

Accomplishment are you most proud of?

My family! My husband Kaniau and I have 5 children and are grateful to be given the responsibility of being parents. They each bring their own uniqueness into our family unit and we wouldn't change it one bit.

How do you spend your free time?

With 5 children, most of my “free” time is “their” time. We have a house full of activities: judo, wrestling, swimming, piano, basketball, hula, boy scouts, girls scouts, dance, church activities……..and the list keeps growing. However, if I did actually have “free” time, it would be giving time to community service projects, spending a relaxing day at the beach with my family or having some uninterrupted reading time. 

About Mary

  • Objective: Mary's goal is to establish and maintain long-term generational relationships with clients while building wealth strategies to fulfill their needs and financial goals.
  • Snapshot: Mary has more than 20 years experience in the financial services industry responsible in various roles from advisor representative, operations, and compliance. She is excited to be connected with a firm cultivated with qualified team players that shares her values and goals. 

Experience

  • Chief Compliance Officer, Kuriyama & Company, Honolulu, HI
  • Advisor Representative, Kuriyama & Company, Honolulu, HI
  • Operations Manager, Financial Consultants Hawaii

Education

  • University of Hawaii at Manoa, BA, Political Science

 

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