Prossimo Advisors LLC

Katelyn Hunter is a financial advisor at Prossimo Advisors LLC with six years of industry experience. She holds a Series 65 designation and is also a licensed attorney practicing with the law firm Palmer & Hunter, where she provides legal services outside of investment-related activities. Prossimo Advisors is a team-based registered investment adviser managing approximately $196 million for high-net-worth individuals, families, trusts, and closely held business owners. The firm offers portfolio management, wealth stewardship, and family-office style services, coordinating with other professionals to develop individualized investment plans and oversee complex ownership structures.

Paul Bianchi is a financial advisor with Prossimo Advisors LLC in San Luis Obispo, CA, holding a Series 63 designation and bringing 24 years of industry experience. His prior work includes roles at BancWest Investment Services and Bank of the West from 2011 to 2017. Prossimo Advisors is a team-based registered investment adviser managing approximately $196 million for high-net-worth individuals, families, trusts, and closely held business owners. The firm offers portfolio management, wealth stewardship, and family-office style services, coordinating with other professionals to develop individualized investment plans and manage complex ownership structures.

Ann Poletti is a financial advisor at Prossimo Advisors LLC with one year of industry experience. She holds a Series 65 designation and has worked at Prossimo Advisors since 2017, following a 12-year tenure at Founder's Community Bank. Prossimo Advisors is a small, team-based registered investment adviser managing approximately $196 million for high-net-worth individuals, families, trusts, and closely held business owners. The firm offers portfolio management, wealth stewardship, and family-office style services, including investment oversight and succession planning, coordinating with other professionals to develop individualized investment plans.

Jerry Mirolla is a financial advisor at Prossimo Advisors LLC with eight years of industry experience. He holds a Series 65 designation and has worked at Prossimo Advisors since 2017. In addition to his advisory role, Mr. Mirolla is an attorney licensed in California and serves as Of Counsel for André, Morris & Buttery, P.C. He also owns Consiliarius Consultants, a firm advising closely-held companies on exit strategies. Mr. Mirolla sits on the Board of Directors of Premier Valley Bank. Prossimo Advisors is a team-based registered investment adviser managing approximately $196 million for high-net-worth individuals, families, trusts, and closely held business owners. The firm offers portfolio management, wealth stewardship, and family-office style services, including investment oversight, succession planning, and business due diligence.