Client Services Team
Kristine Chapel
Operations Manager
Our Operations Manager, Kristine joined our firm in 1998. Her administrative duties range from managing all office operations to accounting and quarterly management fee billing. She attended the University of California at Santa...
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Terry Hawkins
Terry is originally from Washington State and attended the Otis Art Institute of Parsons School of Design in Los Angeles, California. He joined the firm in 1999 and handles all Client Services. He is well versed in the many detailed...
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Karena Wong
Karena was born right here in San Francisco, California. She has a background in accounting and bookkeeping. Karena worked for Charles Schwab as an operations specialist, supporting both internal and external clients. Karena now...
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Antonio Scaletti, CFP®
Antonio Scaletti is a CERTIFIED FINANCIAL PLANNER™ with 8 years of financial services experience. Having prepared more than 700 financial projections at REM, he has helped our clients evaluate aspects of every arena of financial...