People
Our people make the difference. Baker Street Advisors, LLC has a team of professionals with deep
expertise in the fields of investment management, tax and financial planning. Our blend of superior
technical skills and strong inter-personal skills enable us to help our clients successfully address
complex financial challenges.
Select a name to view bio.
- Leadership
- Jeff Colin, Partner
- Jim Milligan, Partner
- Michael van den Akker, Partner
- Chris Wilkens, Partner
- Heather Pelant, Managing Director
- Wendy Umphrey, Managing Director
- Jennifer Bonvechio, Senior Vice President
- Madeline Rogers, Vice President
- Catherine Less, Director of Client Service
- Client Service
- Patrick Burke, Senior Vice President
- Rhonda Thomas, Senior Vice President
- Liberty Efird, Vice President
- Stephanie Moon, Vice President
- Alison Elliott, Vice President
- Jeff Bardini, Vice President
- May Ly, Vice President
- Rob McFadden, Vice President
- Annie Endozo Roth, Vice President
- Alex Gannon, Manager
- Tara Sahdev, Manager
- Brian Kretz, Manager
- Nancy Romney, Manager
- Natalie Weidemier, Manager
- Daniel Blakey, Analyst
- Austin Rainville, Analyst
- Susan Caston, Tax Vice President
- Rakhi Rao, Senior Tax Manager
- Investment Strategy
- Jordan Kienzle, Senior Vice President
- Christopher Gordon, Manager
- Golzar Rassouli, Manager
- Matt Eastman, Analyst
- Operations
- Shelby Rogers, Senior Vice President
- Luis Ayala, Vice President
- Jenny Woodworth, Tax and Operations Manager
- Jessica Richardson, Human Resources and Operations Analyst
- Kristy Unruh, Operations Administrative Assistant
- Expense Management
- Emilee Copeland, Vice President
- Alexandra Kearney Maher, Manager
- Dashiell Brookhart, Analyst
- Reporting
- Gene Schwartz, Vice President
- John Siu, Vice President
- Elaine Snyder, Vice President
- Yeimi Gomez, Analyst
- Alexey Veksler, Analyst
- Administration
- Eva Jefferies, Executive Assistant
Rhonda Thomas
Senior Vice President
Prior to joining Baker Street Advisors, LLC, Rhonda spent five years at myCFO as a Principal in the Family Offices Services Group and more than 13 years at PricewaterhouseCoopers, LLC, as a Manager in the Personal Financial Services Group.
Rhonda brings over 10 years experience working with corporate executives, high-net worth families and trusts. Her experience encompasses the areas of personal financial planning, income tax planning and compliance and investment advisory services.
Rhonda is a Certified Public Accountant and is currently working towards completing the Certified Financial Planner designation. She is a member of the American Institute of Certified Public Accountants and the California Society of Certified Public Accountants. Rhonda holds a B.S. in Business Administration with a concentration in Accounting from California State University Hayward.
Email Rhonda at rhonda@bakerstreetadvisors.com