Meet The Team

You are at the center of everything we do.

A Team You Can Trust. Relationships That Endure.

At the heart of The Meydenbauer Bay Private Wealth Management Group is a team devoted to helping you navigate the complexities of managing significant wealth. Grounded in integrity, collaboration, and a deep understanding of your priorities, we bring together specialized experience and a unified philosophy—to integrate the many facets of your financial life and help you move forward with intention and purpose.

Tama Borriello, CFP, ADPA

Managing Director - Investments
Financial Advisor

Alyssa Rustik

Financial Advisor

Naima Rasheed

Registered Client Associate

Ryan Carpenter

Registered Client Associate

Sang Lee

Senior Registered Client Associate

Our Shared Philosophy

We are a team built on trust, transparency, and shared purpose. We communicate openly, respect each other’s perspectives, and express appreciation freely. We celebrate wins, learn from challenges, and find joy in the everyday moments that connect us.

Here, it’s okay to take risks, to be vulnerable, and to grow together—because we believe that when we stand together, we succeed together.

 

Recognition & Credentials

We are proud to have received numerous industry accolades. We leverage our advanced
knowledge and industry recognition to provide exceptional client service. These awards reflect the trust our clients have placed in us over the years.

Forbes Best-In-State Wealth Advisors 2020-2025*

Tama Borriello is honored to be named as one of Forbes Best-In-State Wealth Advisors 2020-2025. 

Forbes Top Women Wealth Advisors Best-In-State 2022-2025**

Tama Borriello was named to the Forbes Top Women Wealth Advisors Best-In-State 2022-2025.

Forbes Top Women Wealth Advisors 2021***

Tama Borriello was recognized as one of the Forbes Top Women Advisors 2021.

CERTIFIED FINANCIAL PLANNER®

Tama Borriello has earned her CFP® certification and as demonstrated extensive knowledge and skill in analyzing and developing personal, long-term financial strategies for clients. Awarded by the Certified Financial Planner Board of Standards, Inc., Tama has met rigorous education, examination, experience and ethics requirements.

Accredited Domestic Partnership Advisor (ADPA®)

Tama Borriello is an Accredited Domestic Partnership AdvisorSM or ADPA®  professional and is focused on the unique needs of domestic partners (lesbian, gay, bisexual, and transgender (LGBT) individuals and heterosexual couples who have chosen not to marry. She can help in complex planning for domestic partners including transfer, taxation, retirement planning, estate planning strategies, as well as alternative planning solutions for these situations.

Wells Fargo Private Wealth Financial Advisor

Tama Borriello is a distinguished Wells Fargo Private Wealth Financial Advisor who serves clients with significant and highly complex wealth management needs. This designation represents a commitment to providing elevated services, sophisticated strategies, and coordinated solutions across all aspects of a client’s financial life. Private Wealth Financial Advisors work with high-net-worth individuals, families, foundations, and institutions to ensure each relationship receives personalized attention and tailored guidance. They collaborate with Wells Fargo specialists—such as wealth planners, investment strategists, fiduciary experts, and lending professionals1—as well as clients’ outside advisors to create cohesive, multigenerational wealth strategies.

Meet the Team

Discover a personal approach to wealth management.

Let's Meet