BayBridge Capital Group provides comprehensive, year-round wealth planning. Our planning includes tax-efficient investment and wealth strategies, but we do not prepare or file tax returns. If you are looking for tax preparation or filing services, we recommend contacting a CPA or enrolled agent.
- A Financial Wellness Tool
Professional
Life, Health & Variable Contracts Insurance License
CA Real Estate Sales License
Big Brother, Big Brother Big Sisters of the Bay Area
(NQPA) from the National Association of Plan Advisors (NAPA)
BA Journalism and Mass Communication, and Minor in English, University of North Carolina at Chapel Hill
Professional
Chris leads the corporate retirement plan participant experience by hosting educational webinars, meeting 1-on-1 with plan participants and guides participants through the various stages of participant engagement such as enrollment, rollovers and distributions from the plan.
Over 13 years of being a financial advisor, with the last 8 years dedicated to working with both plan sponsors and participants in the daily operations of their retirement plan.
Financial Freedom is having the ability to comfortably meet your financial needs both now and for your lifetime.
Accredited Investment Fiduciary®
Certified Plan Fiduciary Advisor™
Series 7, 63, 65, and 31 Securities Licenses
Life, Variable Contracts, Accident and Health Insurance Licenses
Chris has a passion and background for teaching and coaching. He takes pride in assisting every individual to make wise investment choices, helping them understand their retirement Plan benefit, and guiding them to implement appropriate strategies to be on target to meet their retirement goals. Chris is a father of two teenagers and is actively involved in church activities with his family and volunteering as an 9th grade boys small group leader. He is a Bay Area sports fan for the 49ers and Warriors and enjoys spending time in Lake Tahoe.
Jim assists our team by delivering enhanced analytics and research in support of our investment strategies.
Over 20 years of professional investment management experience, specializing in research and analysis, portfolio consulting and due diligence.
Financial freedom first and foremost means the ability to support my family in and throughout retirement, including providing healthcare and educational opportunities for my children and grandchildren. Financial freedom is also having the means – time or money – to serve in the community or philanthropically give back to worthwhile causes.
Series 7, 63, and 65 Licenses
Chartered Financial Analyst (CFA) Charterholder
Chartered Market Technician (CMT) Charterholder
Chartered Alternative Investment Analyst (CAIA) Charterholder
BS International Management, Brigham Young University – Hawaii
Served a two-year mission for his church in the Philippines where he became fluent in Tagalog.
Jim continues his role as a guide in the markets, combining a vast understanding of industry trends with his aptitude for leveraging investment tools and technology to best support clients. When Jim is not busy analyzing, researching, or consulting, he enjoys reading, watching movies and spending time in nature hiking or lounging by the lake with his family and dogs.
Mike has spent many years in the retirement industry and continues to guide clients toward wealth accumulation and financial peace of mind.
35 years in financial services and working with individuals, families, and businesses in their holistic financial planning needs.
Michael is a passionate advisor who never passes up an opportunity to educate someone on the proper steps to wealth accumulation. His personal hero is Abraham Lincoln, whose honesty and leadership helped hold the United States together. When he’s not actively engaged in shaping the financial lives of his clients, Michael enjoys playing golf, spending time with his wife, staying active, traveling, and playing the guitar. Michael also volunteers regularly with SCORE, an organization that helps people read.
Chartered Life Underwriter (CLU)
Chartered Financial Consultant (ChFC)
Gena has spent her extensive career helping business owners establish benefit and retirement plans for their employees.
Gena has spent her extensive career helping business owners establish benefit and retirement plans for their employees. She is zealous about helping employees understand the importance of participating in their retirement plan as soon as possible.
Financial freedom is having enough saved to afford the kind of life we desire for ourselves and our families.
Gena enjoys hiking trails to appreciate nature and reading a good book to discuss with her book club over a lovely bottle of wine.
Virginia enjoys helping business owners establish retirement plans for their employees. She has built relationships and serviced many of her clients for several decades.
In 1990, Virginia started her own independent firm to help her clients find the right plan vendor, establish proper investment lineups, and offer plan participants a number of ways to invest through custom-designed model portfolios and target date strategies.
Financial freedom offers you options that allow you to do what you truly enjoy, whether that means staying with a career you love, pursuing a passion project, or starting a new chapter of your life with your family and friends.
‘Top Woman Advisor’ 1 by NAPA Net for her excellence and contributions in the retirement plan industry.
She joined the like-minded team at BayBridge Capital Group in 2020, where she continues to assist clients to manage their 401k plans. When she is not advising clients, Virginia serves her community as an honorary board member of HIP Housing and enjoys cooking for her family and friends.
Keith leads the BayBridge Benefits division of the firm and serves as a Benefit Consultant to his many clients.
Keith has been in the financial services industry for nearly 15 years, working with Filice Insurance, Chrontel Inc., and Xilinx.
Keith is proud of the work he does, the clients he helps, and has a great appreciation for the subtle differences that each day presents. When he isn’t busy coordinating incredible benefit plans for individuals and businesses, Keith enjoys water skiing, snow skiing, camping, and spending time with his family.
Bachelors in Psychology, Santa Clara University
MBA, San Jose State University
Brandi oversees the firm’s operational processes, including implementation of strategic initiatives that increase efficiency and productivity. She provides key input into decisions regarding investment reporting, client deliverables, technology, and overall practices of the firm.
As BayBridge’s chief operations and design guru, Brandi doesn’t just design attractive presentations and build amazing spreadsheets (although, she does do those things pretty well!). Brandi draws upon her thirst for knowledge and passion for efficiency to craft a cohesive working environment that enhances BayBridge Capital Group’s ability to provide a more efficient and effective client service model.
Financial Freedom is attained when you are no longer hindered by stress or restrictions related to money, so that you are able to give, go and do as you desire.
BA Music Education, Sacred Music Minor, Summa Cum Laude, University of North Carolina at Pembroke
MBA, University of North Carolina at Pembroke
North Carolina REALTOR®
North Carolina Notary Public, Cumberland County
When she isn’t busy designing communications or charting the path for BayBridge Capital Group’s financial services industry takeover, Brandi enjoys spending time with her family, actively serving in her local church, playing one of her many musical instruments, crafting and exploring the world.
Rachel oversees the comprehensive client experience for BayBridge Capital Group, managing client services and account administration for the Private Wealth Management division as well as facilitating daily office operations.
With over a decade of experience as Director of Events for well-established Bay Area venues, Rachel is an expert multi-tasker with a passion for ensuring a seamless client experience. She brings an innate desire for success and excellence, seeking innovative approaches for developing and improving our overall client experience and services.
For me, Financial Freedom is the confidence that my family is taken care of, and the ability to plan for and look forward to our future.
BA Social Sciences, California State University San Marcos
California Notary Public, County of Alameda
When she’s not busy opening accounts, managing the office and brainstorming for the next Client event, Rachel enjoys entertaining friends and family in her home, experimenting with new food (and beverage!) recipes and, most of all, spending quality time with her husband and their daughter.
Crystal works directly with Corporate Retirement Plan Sponsors, Plan participants, Industry Recordkeepers and Third Party Administrators through all stages of Plan implementation while ensuring all ongoing service needs are skillfully delivered.
Crystal began her career in the Pension Industry 20 years ago as a Third Party Administrator specializing in Department of Labor compliance testing and multi-faceted Plan Design. Crystal continued her career at Voya Financial as a Client Relations Manager before joining the BayBridge Team.
Financial Freedom is finding joy and security in the everyday moments of life because the heavy lifting is complete.
Qualified 401(k) Administrator (QKA) Designation from the American Society of Pension Professionals & Actuaries (ASPPA)
Series 6 & 63 Securities Licenses
California State Life & Health Insurance License
Certified Plan Fiduciary Advisor® (CPFA) from the National Association of Plan Advisors (NAPA)
BA Journalism and Mass Communication, and Minor in English, University of North Carolina at Chapel Hill
When she’s not busy ensuring the best possible Plan Sponsor experience, Crystal enjoys spending time with her husband, family & Labradoodle Gracie, serving at her church, playing her flute, and traveling the world.
Kevin oversees the Private Wealth Management division directing investment research, strategy, and portfolio allocation while working closely with clients in the development and implementation of custom-tailored financial plans.
After more than a decade as a Financial Advisor, Kevin’s passion for people combined with his desire to protect the financial interest of clients continues to be the driving force behind the expansion of BayBridge Capital Group’s Private Wealth Division.
For me, Financial Freedom means living my desired lifestyle without concern of ever outliving my money.
BA in Economics & Gender Studies – California State University, San Marcos
CERTIFIED FINANCIAL PLANNER™ Professional
Life, Health & Variable Contracts Insurance License
CA Real Estate Sales License
Big Brother, Big Brother Big Sisters of the Bay Area
Kevin is a passionate fiduciary who goes to great lengths to help his clients reach their financial goals. He lives and breathes the Golden Rule, volunteers at Big Brother Big Sisters of the Bay Area, refuses to accept the status-quo, cites Warren Buffett as his personal hero, and can’t stop talking about the difference BayBridge Capital Group is making in the lives of his clients. When he’s not busy designing custom financial plans and disrupting the planning industry, Kevin enjoys riding his motorcycle, attending spin class, traveling, and enjoying his new role as “Dad.”
As a managing Partner at BayBridge Capital Group, Eugene is responsible for co-managing the firm, directly managing the retirement consulting division, and supporting his clients in pursuit of their retirement plan goals.
Recognized as one of the National Association of Plan Advisors’ (NAPA) Top Retirement Plan Advisors Under 40 for 2021 & 2022, Eugene has been building and servicing retirement plans for over 10 years. He is proud to be able to do so through BayBridge Capital Group in a truly independent, customized, and objective way.
Financial freedom is the ability to work hard and plan well today so that you can answer life’s questions of who/what/when/where/why/how with a confident “let’s do it.”
CERTIFIED FINANCIAL PLANNER™ Professional
Accredited Investment Fiduciary®
Certified Plan Fiduciary Advisor® (CPFA) from the National Association of Plan Advisors (NAPA)
Series 7, 63, 65, and 31 Securities Licenses
NAPA’s 2022 Aces: Top 100 Retirement Plan Advisors Under 40
NAPA’s 2021 Aces: Top 100 Retirement Plan Advisors Under 40
BA Business Management Economics (Finance and Accounting), Minor in Mathematics, University of California Santa Cruz
Eugene is a passionate advisor who will do what it takes to help his clients retire well. He is a volunteering, scuba-diving, movie-watching, Chicago sports fan who can’t imagine passing up the chance to try something new. When he isn’t designing successful retirement strategies, Eugene enjoys spending time with his wife, Labradoodle Gracie, exploring new cultures, and taking advantage of every opportunity life has to offer.
