Meet Our Team of Investment Professionals

Chuck Shreve serves as the Senior Vice President of Wealth Management at FB Investment Services and the Program Manager for LPL Financial. For over 28 years, he has been providing banking and investment services for high net-worth... 

Scott is the Director of 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...

“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.

Mike has been actively involved in the financial services industry for over 25 years and has gained valuable experience during this time to understand investment risk and how this impacts clients.Mike joined FB Investment Services in...

Welcome to FB Investment Services, a division of Fremont Bank. Through every interaction, decision, and innovation, we strive to showcase our commitment to financial success through partnership. We are pleased to introduce you to your...

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. 

Evelyn joined the Fremont Bank Family in 2017 to partner with Oscar Harrison as a Registered Sales Assistant in the Financial Services Department now known as FB Investment Services. She has been in the financial services industry for...

Ken Lee began his career in financial services in 2005 and was employed with his first investment firm for nearly 15 years. Ken joined FB Investment Services in 2021. Ken holds the Certified Wealth Strategist® designation as well...

“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...

“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...

For over 15 years, Natasha has helped clients navigate the complexities of capital markets by turning esoteric concepts into understandable solutions. Her career and reputation are built on delivering tailored planning solutions and...

Brendan began his career at Merrill Lynch Wealth Management in San Francisco and joined FB Investment Services in 2022. He specializes in Financial Planning for all types of clients, from small business owners to healthcare...

Demetrios serves as an LPL Financial Advisor at FB Financial Services, A Division of Fremont Bank. For over 11 years he has been providing comprehensive financial and estate planning to individuals and small businesses in the Bay Area....