REIMAGINED FINANCIAL ADVICE

Invest In
Your Adventure.

WEALTH MANAGEMENT

A Personalized Approach.

After getting to know your story, your values, and what is meaningful to you, we will work with you to build a financial roadmap that will support you through some of life’s most pivotal decisions and life adventures.

WHO WE HELP

Your Financial Confidant.

Bespoke financial advice and wealth management for innovators in their respective fields, legacy builders planning for the future of their families, and impact makers working to make a difference.

WHO WE ARE

Meet Our Team.

We partner with our clients for the long term. We help them along their entire financial journey. We are stewards as well as strategists.

In everything we do, our main goal is to enable our clients to live a fulfilling life.

Julie Meissner

Founder & CEO

Stacey Chin, CFP®, ChFC®

Private Wealth Advisor & CIO

Andrew Skinner

Private Wealth Advisor

Newton Wen

Operations Manager

Diane Bourdo, CFP®

Private Wealth Advisor

Lexi Olian, CFP®

Private Wealth Advisor & Director of Financial Planning

Hallie Kraus, CFP®

Private Wealth Advisor

Katie Shimizu

Client & Operations Services Lead

Malia Price, FPQP®

Client Services Associate

Christopher Ruane

Associate Analyst

Christopher Ruane

Associate Analyst

Chris Ruane started his career at Treehouse as an intern in 2024, where he quickly discovered his enthusiasm for research and analysis. As he transitioned into a full-time position in 2025, he thrived on using these skills to help both clients and advisors, always eager to find more innovative and efficient ways to tackle challenges. His commitment to lifelong learning keeps him on his toes and encourages growth in all aspects of his work.

Chris is a true nature enthusiast. Whether he’s camping, hiking, or snapping photos of breathtaking landscapes, the great outdoors is his happy place. A lifelong sports fan at heart, he can often be found cheering for his favorite football and basketball teams.

Giving back has always been an important part of Chris’s life. In high school, he ran a tutoring business, while also coaching and giving baseball lessons to younger players. He values that Treehouse Wealth Advisors shares his passion for service and community involvement, and is eager for more philanthropic opportunities.

His favorite quote, “Start where you are. Use what you have. Do what you can,” perfectly encapsulates Chris’ positive outlook on life. He believes in making the most of every moment and always putting forth his best effort, no matter what challenges come his way.

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Please fill out the form to gain access to the webinar.

Please fill out the form to gain access to the webinar.

Please fill out the form to gain access to the webinar.