Financial planning for what you want to accomplish

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Nick is a Certified Financial Planning™ professional with almost 20 years of industry experience providing high net-worth families with wealth planning strategies tailored to their individual needs and goals.  He is also a Certified Exit Planning Advisor® which is a unique credential that allows professional advisors to deeply engage with business owners and help them plan every aspect of their personal finances.  Nick strives to build lasting relationships based on trust, ensuring that clients feel empowered and confident in their financial decisions.  His detailed approach to providing advice beyond investments allows clients to spend more time on what matters most to them. 

Nick holds securities and insurance licenses, as well as the investment management designation of Senior Portfolio Manager.  He earned a B.A. in communications and a minor in business administration from the University of Arizona.  Nick resides in Lafayette with his wife, Allison, and their three sons, Tyler, Connor, and Christopher. He is an active supporter of his community, church, and charitable children’s organizations throughout the Bay Area.

• Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
• Forbes Best-in-State Wealth Management Teams, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
• Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2019The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
• UBS Wealth Management President’s Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

• University of Arizona, B.A. Communications

• CERTIFIED FINANCIAL PLANNER®
• Portfolio Manager
• Certified Exit Planning Advisor

• AK
• AZ
• CA
• CO
• DC
• DE
• FL
• GA
• HI
• ID
• IL
• IN
• KS
• KY
• MA
• MD
• ME
• MI
• MN
• NC
• NE
• NJ
• NM
• NV
• NY
• OH
• OR
• PR
• SC
• SD
• TX
• UT
• VA
• WA
• WI

Michael has been working in the financial services industry since 1997. His aspiration early in life to convey the importance of saving and investing was the impetus for his becoming a financial advisor. Michael observed circumstances where people with means lost their wealth and those without means missed opportunities to improve their situation. His attention to detail, proactive communication and sincere, persistent approach have earned him enduring client relationships.

Michael specializes in advanced planning techniques, which include concentrated stock positions, retirement, estate, tax and insurance strategies, lending and real estate considerations. He earned his Certified Exit Planning Advisor® designation and is committed to helping business owners and entrepreneurs create a roadmap to realize value out of their business as they plan for retirement. He has also earned the distinguished UBS Wealth Advisor designation and holds his securities and insurance licenses. Michael received his bachelor of business from the Cox School of Business at Southern Methodist University in Dallas, TX.

Michael is a member of the Olympic Club and the US Masters Swimming organization. He resides in Orinda, CA with his wife, Jane, who is involved in the community through church, school and social committees she chairs. Michael coaches the baseball teams of their sons, Ross and Cameron.

• Forbes Best-in-State Wealth Management Teams, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• Cox School of Business at Southern Methodist University, Bachelor of Business

• Wealth Advisor
• Certified Exit Planning Advisor

• AZ
• CA
• CO
• DC
• FL
• GA
• HI
• ID
• IL
• IN
• KS
• KY
• MA
• MD
• ME
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• OH
• OR
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• UT
• VA
• WA

Ingrid began her career in wealth management in Tokyo, Japan in 2002, after moving from her native Australia to gain experience abroad. The challenge of being outside of her comfort zone taught Ingrid the importance of having a financial strategy. Her desire to learn about different cultures led Ingrid to relocate to Singapore in 2004, where she continued working in wealth management and private banking. In 2018, Ingrid moved to California where she continued her career in wealth management.

Ingrid engages with clients to develop a deep understanding of their goals such as preserving and growing their wealth and taking care of future generations. She creates wealth management strategies for entrepreneurs, business owners, families and individuals, many of whom may be facing retirement or the loss of a loved one, or coming into an inheritance. Ingrid believes one of the greatest benefits in her role as a Financial Advisor is the long-term relationships she develops with her clients. She holds her Series 7 and 66 securities licenses, and insurance licenses.

As an active member of her community, Ingrid volunteers at the Belvedere-Tiburon Landmark Society and is involved with other organizations she is passionate about. She lives in Tiburon with her husband, James, and their three Singaporean rescue dogs. They enjoy traveling and are still discovering the United States, which they are proud to call home.

• Forbes Best-in-State Wealth Management Teams, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• CA
• CO
• ID
• IN
• MA
• MD
• MO
• NJ
• NV
• NY
• OR
• PR
• TX
• VA
• WA

Lina brings over a decade of invaluable experience to the financial services industry, joining Bay Wealth Management in 2012. Growing up, Lina played competitive chess and was ranked among the top 100 women players in the United States. Chess taught her the importance of strategic planning and forward thinking. She applies these skills when working with clients and understands the importance of having a plan and visualizing the complete financial picture. She assists our advisors with client reviews and periodic reviews of portfolio investment strategies and performance.

Lina obtained her Certified Financial Planner™ certification in 2017. She earned a B.S. degree in business administration from San Francisco State University. Lina holds her Series 7 and Series 66 securities licenses, as well as insurance licenses.

Lina enjoys staying active at the gym and outdoors.  She also loves traveling to tropical destinations, experiencing new cultures and adventures.

• San Francisco State University, B.S. Business Administration

• CERTIFIED FINANCIAL PLANNER®

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• WA

Since graduating from Dominican University of California in 2019, Olga has been working in the financial services industry. Throughout her college career, she had multiple internships at local investment advisory firms. These experiences led her to realize the value she could bring to people by aiding them in financial literacy and wellness.

More than anything, it was the people-facing aspect of the business that pulled her in. Finances and money are among the leading causes of stress in families, so the ability to assist in putting plans in place to help curb that anxiety is incredibly rewarding for her. Connecting with clients, learning their stories, and seeking to provide outstanding service is her favorite part of the job.

Outside of the office, Olga loves all things health and wellness. It is likely that in her spare time, you’d find her in the gym, boxing studio or on a hike if she is not cooking and testing recipes in her kitchen. 

• Dominican University , B.S. Business Finance