Meet Our Team

“Everyone’s financial picture is different, and the picture changes over time. I will assist you in bring that picture into focus.” Allan has over 20 years of financial experience here in the Bay Area. He works...

Oscar Harrison has been helping clients manage their wealth for over 20 years. He joined Fremont Bank in 2013 after managing and leading 100’s of advisors at some of Wall Street’s largest firms. 

“I look forward to serving my clients and working with them every step of the way toward their financial goals”. Brian’s mission is to help Bay Area families and professionals address their family planning needs.

“Your goals start the discussion. My strengths help deliver financial clarity and reduce the burden and stress of financial matters so you my you can do what you love in life with confidence.

Chuck Shreve serves as the Senior Director of Wealth Management at Fremont Bank (FB) . For over 30 years, he has been providing banking and investment services for high net worth individuals, and businesses in the bay area.

“My mission is to enable my clients to live the life they've imagined.” Terry provides a comprehensive approach to wealth management. It begins with taking time to understand what the client is seeking to achieve and then...

Scott is an Assistant Manager for FB Investment Services. He has multiple years of experience in the industry. Scott has worked as a Financial Advisor, an Associate Market Manager and Complex Risk Officer for Morgan Stanley and Merrill...