Brian Damiani, CFP®

Owner And Principal

As a Certified Financial Planner, and fiduciary, Brian works in his clients’ best interests, while committing himself to excellence and service. Earning his clients’ trust is in Brian’s code of ethics, as is serving clients with respect and offering sage and unbiased financial advice.

Brian graduated with his Bachelor’s degree in Business Administration from Saint Mary’s College in Moraga and attributes much of his business acumen to his excellent education. He finds that by reaching into the community, one finds visibility. However, more importantly, this also helps to develop a give-back attitude. 

Brian is the past president of both Pleasanton RAGE Soccer and the Pleasanton North Rotary Club. Brian is an active supporter in the school district, and his office is an active member of the Pleasanton Chamber of Commerce. In his spare time, Brian enjoys spending time with his wife and three daughters. He is an avid snow skier, and has an affinity for mountain biking, and hiking. He enjoys the outdoors where he finds relaxation and inspiration for much of his life’s work.

Cameron Benson, CFP® 

Investment Advisor

At the end of the day, Cameron’s job is to best position you for financial independence through planning. Everyone’s life is unique and complicated in their own way when it comes to finances but—with the right preparation—Cameron and the Wealth Management team can help you accomplish your goals.   

Cameron graduated from Boise State University school of Business and Economics with a Bachelor’s Degree in Business Administration. During his junior and senior years at Boise State, he managed his personal brokerage account, where he was able to generate adequate returns to pay for living expenses and help fund his education.

Quickly following college, he took a couple months and completed a dream of his—receiving a Private Pilot’s License. It wasn’t soon after that he reached out to New York Life Insurance in hopes of starting a career in the Finance & Insurance industry(s). He spent a month studying for his health and life insurance licenses and with passing both, he joined NYL for roughly 5 months before realizing that his true passion was wanting to help individuals with holistic financial planning.

On the weekends or during free time, Cameron enjoys playing a round of golf in the summer months or skiing during the winter months. Cameron is also a Private Pilot—every so often you’ll find him exploring the beautiful state of Idaho from the sky.

Carolyn Diggs

Client Service - Operations Specialist

Carolyn Diggs comes to Wealth Management Associates with seventeen years’ experience working with a Registered Investment Advisor, providing operations and client support. She brings with her a strong belief in building a successful relationship by developing trust and ensuring the client’s needs are met.

Prior to working in the RIA environment, she took time off to raise her children and was actively involved in the community and their schools. Carolyn spent several years in the financial and data processing arena, managing business units and client service departments.

Carolyn was born and raised in Wisconsin and relocated to California after studying at the University of Wisconsin and majoring in business. Carolyn lives in Pleasant Hill with her husband, John. She has two grown children; her daughter, Caitlin, recently married is a practicing Veterinarian and her son, Jack, is a recent CSU Chico graduate, majoring in Business.

Jacob Coleman

Investment Advisor

As a fiduciary, Jacob prides himself in offering unbiased advice tailored to every individual’s financial needs. He enjoys the challenge of developing highly personalized, yet simple solutions to complex financial situations. 

Jacob believes that each person should leave the world a little better than they found it. He enjoys giving back to his community by providing complimentary advice to local food banks, churches, and other non-profit organizations to help them improve their daily operations and financial practices.

Jacob and his wife, Dawn, live in Meridian with their children, Marshall, Samara, and Gabe. As a family, they are all very active and involved with The Ambrose School. Jacob and his family enjoy all the outdoor recreation Idaho has to offer, including hiking, camping, fishing, and skiing.

Jacob Coleman is not affiliated with Triad Advisors, Inc.

Jennie Weitz

Client Service - Operations Specialist

Jennie comes to Wealth Management Associates with eighteen years of experience working with a Registered Investment Advisor, providing operations and client support. She brings with her a strong belief in building a successful relationship by developing trust and ensuring our client’s needs are met.

She has been a volunteer coach with the Special Olympics of Idaho “Ghostbusters” team since 2008.  Jennie has had the privilege of working directly with athletes, coaching a wide range of sports, including, floor hockey, soccer, and most recently bocce ball.  

Jennie is a Treasure Valley native. In her spare time, you’ll find her hiking Table Rock with her rescue pups, Poppy & Chili, or enjoying a round of golf at one of Idaho’s beautiful courses.

Jon Sullivan, CFA, CFP®

Investment Advisor Representative And Registered Principal

As an Investment Advisor representative and principal for Wealth Management Associates, Jon Sullivan had built a successful financial practice embracing the business community. While committing himself to his professional development, Jon also serves as the office supervisor overseeing the other advisors in the office.

As a Pleasanton CA. native, Jon is a Foothill High School alum and  earned his Bachelor’s degree in Financial Services from San Diego State University. Among his many achievements, Jon wrote a personal finance column for the university newspaper – a smart investment of time helping others to succeed.

Jon lives in Oakland, CA, with his wife and daughters and enjoys following Major League Baseball, Mediterranean cooking and listening to music. Jon’s give-back attitude involves the Big Brother/Big Sister organization since 2010.

Mark Allen, CFP®, EA

CFP®, EA, MS Financial Planning

Mark Allen, CFP®, EA, is the “go-to professional” specializing in tax preparation and planning for small business owners and individuals. Along with his Master’s degree in Financial Planning, Mark is enrolled to practice before the IRS as an Enrolled Agent, a Certified Financial Planner™ professional, California Life & Health Insurance licensed (#0G29808) with a specialty in long-term care.

Mark integrates all disciplines into a holistic, client-centered approach towards maximizing your after-tax income and protection of your assets. Mark offers additional financial services through his relationship with the Pleasanton and Folsom based Wealth Management Associates, Inc. Offices.

Mark has been an educator for the California CPA Education Foundation and is an active Assistant Scout Master for his son’s Boy Scout Troop (Troop 645). In the past he has served as a director and treasurer of the Cameron Park – Shingle Springs Chamber of Commerce. He resides with his wife and children in El Dorado Hills where he enjoys gardening (aquaponics), mountain biking, swimming, skiing, kayaking, and many other outdoor activities.

Mary Machado

Financial Planning Associate

Mary has been working in the Financial Planning industry since 1992 and has been with WMA since 2016. Her experience and education give her valuable knowledge in helping advisors assist their clients in providing excellent service. She creates the Financial Plans, assists in trading, and handles Life Insurance processes for WMA.

Mary grew up in the San Francisco Bay Area and holds a BA in Economics from UC Santa Barbara. She currently resides in Marin County. In her spare time, you can find her practicing yoga, hiking Mt. Tamalpais or spending days at the beach with her family and friends.  

Ron Coate

Investment Advisor

Ron Coate is a Registered Representative and Investment Advisor Representative with Triad Advisors and Wealth Management Associates. After several years in the accounting profession, Ron realized his passion was spending time with people. This desire led him to the financial services industry, allowing him to work more closely with the clients he serves and appreciates.

As a former Accountant, Ron has a firm grip on tax law and regulations as well as estate planning.  He focuses on financial planning designed to prepare clients for retirement, manage their resources throughout their retirement, and creates customized investment portfolios that align their financial resources with their long-term goals.

Ron has four grown children, two stepchildren and two beautiful granddaughters and loves spending time with his wife, Kathe and their Golden Retriever, Beau. They split their time between Eagle and McCall. Ron loves the outdoors and Idaho mountains and spends most weekends in McCall socializing with friends, hiking, fishing, golfing and sailing.

Sonya Christenson

Client Service - Operations Specialist

Sonya is a graduate of Idaho State University and has been working in the Financial Services Industry since 2002. She has been working with Ron Coate since July 2006 handling all operations and client service. Sonya is dedicated to operational excellence and takes pride in ensuring that clients receive the support they need.

Sonya was born in Idaho Falls, ID. She enjoys spending time with family and friends, traveling, scrapbooking, sewing, and reading. She gives back to her community by volunteering in the Nampa School District and participating in the Relay for Life in Idaho Falls, Idaho.

Teresa Yragui

Investment Advisor

Teresa Yragui brings over thirty years of experience in the financial services industry working with retirement planning and structuring income post-retirement. Teresa is passionate about investor education, in particular, and helping people to achieve their goals.

Prior to becoming a registered investment representative in 2001, Teresa held management positions in bank trust departments, specializing in Corporate Retirement Plans.

Teresa was raised in San Francisco and has resided in Eagle, Idaho since 1993. She has a Master’s Degree in Public Administration from Boise State University. She has been married for more than thirty years to her best friend Ron. Her loves are camping in Idaho and in the North Sierras and exploring the foothills above Eagle with her dog, Zoe.

She believes in giving back to the community and has maintained leadership positions at multiple area non-profits over many years.