The YBR Team

John Ohmer, CFP®

Founder and CEO read more show less

John is the advisory team’s Principal CFO, and has been serving clients as their Personal CFO since 1987. He has the primary responsibility for the quality of the financial advice delivered to every client on every issue every day.  He consults with the Personal CFO team on advice strategy in every facet of our work in clients’ financial lives. He’s also responsible for leading and coordinating the efforts of the portfolio management team to ensure investment portfolios align with their intended purpose. John holds a B.S. in Economics.

Away from work, John can often be found enjoying the incredibly diverse outdoor activities of the San Francisco Bay Area with his family and friends.

Bret Butcher

Director of Portfolio Administration read more show less

Bret monitors asset allocation and investment selections for all investment portfolios. He also ensures that each client investment portfolio is continually aligned with the prescribed model portfolio within selected discipline. Bret also manages all other portfolio administration operations. Prior to joining YBR, Bret worked in a financial advisory firm for seven years as the Advisory Services Manager. Bret was responsible for portfolio analysis and trading as well as supervision of back office operations. He also worked for fund administrator and transfer agent Phoenix American. Bret is FINRA Series 66 licensed, has B.A. in Business Administration, and an MBA in Finance.

When not working, Bret enjoys playing golf, exploring everything in the Bay Area, and spending quality time with his spouse, Jackie, and their Jack Russell mix, Phyllis.

Danelle Chung, CFP®, EA

Personal CFO Associate read more show less

Danelle works very closely with clients to help design and then oversee the successful implementation of their comprehensive financial plans. She meets regularly with clients to review their progress toward their financial goals, and to update their financial roadmaps as their lives evolve in new directions. Danelle holds a Bachelor of Science in Finance, and her career highlights include work in the banking sector, as a consultant at Deloitte, tax return preparation at a CPA firm, and prior work with financial advisory firms. She is also an IRS Enrolled Agent, and works closely with John Ohmer in the development of highly focused tax planning strategies for our clients.

Danelle and her husband have traveled around the world, and they enjoy snowboarding together and playing immersive multi-player strategy games. Danelle is fluent in Russian.

Jamie Johnson

Client Administrator read more show less

Jamie joined YBR with a deep background in client services. She assists new clients with all the necessary paperwork, opens new accounts, transfers money between accounts, sets up our 529 plan accounts, and enjoys speaking with clients throughout the day as they need assistance with a wide range of tasks.

Away from work, Jamie enjoys running, hiking, cooking, and savoring the great outdoors. She has run numerous marathons, and has the blisters to prove it!

Mary Lao

Client Administrator read more show less

As one of our Client Administrators, Mary ensures that we provide stellar service with all the administrative tasks we perform for our clients. Her work includes opening new accounts, assisting clients with questions they may have about any administrative aspect of their accounts, preparing custom performance reports, and responding to general calls. She has a B.A. in psychology, and prior to joining the YBR team Mary had worked for 8 years at Bank of America.

In her free time, Mary enjoys cooking, working out (to counteract the cooking!) and spending time with her family.

Stephanie Motzkus, CFP®

Personal CFO Associate read more show less

Stephanie has been passionately involved in the financial services industry since 2008, when she started her career as a junior advisor with an independent advisory firm, and then during her subsequent work in Client Services at TD Ameritrade. At YBR she is actively involved in the creation of comprehensive financial plans for new clients, and in the detailed work we perform as part of the ongoing financial reviews we prepare for our clients. She also manages much of the follow-up activity that results from client meetings. Stephanie has a B.A. in Economics.

In her free time, Stephanie enjoys spending time hiking on Mt. Tam, doing yoga, and taking leisurely bike rides around town.

Adam Salas, CFA

PERSONAL CFO ASSOCIATE read more show less

Adam has been involved in the financial services industry since 2010 and worked as an analyst and advisor for an independent advisory firm. Adam is involved in the creation of financial plans and strategies for clients. Adam is a Chartered Financial Analyst and has a B.A. in Business Economics.

In his free time, Adam enjoys exploring new restaurants in The City, reading biographies and technology publications, going to the gym, and indulging in pasta and pizza.

Sam

Director of Wags and Kisses read more show less

Sam is a key member of the YBR team, and works diligently to greet clients and staff alike. Despite the pressure of this role, Sam still finds time during the day for belly rubs, back scratches, and the occasional ball toss. Although you might not guess it from his boyish good looks, Sam has never met a piece of food he didn’t appreciate, and his only character flaw may be his propensity to regularly inspect everyone’s trash can in the hopes of finding a hidden castaway treasure.

In his spare time, Sam enjoys sleeping, eating, barking at raccoons (from a safe distance), and using the hypnotic power of his doggy gaze to implore anyone who passes by to pet him.