Client Communications Team

Alan Filippi

Alan Filippi is the owner of ADFvideobayarea. In addition to his video production business, Alan has been our partner for all of our video projects for ten years. Alan shoots and edits our Monthly Market Update video. Alan also does the setup and shoots for our live remote television appearance.

Jesse Lehmann

Jesse Lehmann is the owner of SonomaComputerRepair. He has, for many years, supported all our firm’s computer requests and needs. Jesse is also a talented marketing executive and heads up our client communications direct marketing program which focuses on Certified Financial Planners that are also independent Registered Investment Advisors.

Chris Bollini

Chris Bollini is a talented videographer and currently works for the San Francisco Bay Area ABC affiliate KGO TV. Like Alan, Chris both shoots and edits our Monthly Market Update videos. For our client communications service, Chris is responsible for personalizing all of our client’s monthly videos with their name and log throughout each update.

Kim Yonenaka

Kim Yonenaka provides on-camera and voice overs for our monthly market update videos. Kim is a multi-Emmy Award winning television writer, producer and spokesperson with over 20 years of experience. She began her professional career as a reporter In the Central Valley, before joining the news teams at KTVU and KNTV.

She has reported, written, and produced for news, sports, and HGTV, as well as other projects throughout the San Francisco Bay Area. She also co-hosted the San Francisco 49ers weekly show, “49ers Total Access”.

Creative Loop

Kara Loop and Meghan Collins bring a collaborative, human-centered approach to branding, design, and communication through Creative Loop. With decades of combined experience, their work spans brand strategy, packaging, digital, social content, investor presentations, retail and experiential design, and campaign support. Known for simplifying complexity into thoughtful, resonant design, they partner closely with clients to create brands that feel strategic, authentic, and deeply connected. Together, they help brands communicate with clarity, confidence, and intention.

Bryn Howlett

Bryn oversees The McBride Group’s website and client communications. Dedicated to maintaining a professional and user-friendly platform, Bryn helps ensure that important information is delivered clearly and reliably.