Treehouse Wealth Advisors

Stacey Liu is a CFP® and ChFC® with 12 years of experience in financial advising. She is currently with Treehouse Wealth Advisors and has previously worked at San Francisco Sentry Investment Group and SF Sentry Securities, Inc. Her background includes roles at Garrison Point Advisors, LLC, where Treehouse Wealth Advisors operates under a dba. Treehouse Wealth Advisors provides discretionary and non-discretionary portfolio management, financial consulting, and comprehensive wealth planning to individual and high-net-worth clients. The firm employs a tailored investment process using both technical and fundamental analysis and offers estate, tax-integrated planning, family philanthropy, and trustee oversight services.

Alexis Olian is a CFP® with nine years of industry experience, currently serving at Treehouse Wealth Advisors. She previously worked for The Humphreys Group for 12 years before joining Treehouse Wealth Advisors in 2025. Treehouse Wealth Advisors provides discretionary and non-discretionary portfolio management, financial consulting, and comprehensive wealth planning to individual and high-net-worth clients. The firm’s investment approach incorporates technical and fundamental analysis, offering tailored strategies that include long- and short-term trading, supported by institutional research and custodial partnerships.

Hallie Kraus is a CFP® and holds a Series 66 license with eight years of industry experience. She currently works at Treehouse Wealth Advisors, joining in 2025 following eight years at The Humphreys Group and prior roles at Bank of America and Merrill. Treehouse Wealth Advisors provides discretionary and non-discretionary portfolio management, financial consulting, and comprehensive wealth planning to individual and high-net-worth clients. The firm’s investment process incorporates technical and fundamental analysis with both long- and short-term trading strategies, supported by institutional research and custodial relationships.

Andrew Skinner is a financial advisor with Treehouse Wealth Advisors in Walnut Creek, CA, holding a Series 66 designation and 25 years of industry experience. He has worked at Garrison Point Advisors, LLC since 2018 and previously at San Francisco Sentry Investment Group and SF Sentry Securities, Inc. from 2011 to 2018. Outside of advisory work, Skinner is also licensed as an insurance agent, selling fixed life, fixed annuities, disability, and long-term care insurance. Treehouse Wealth Advisors provides discretionary and non-discretionary portfolio management, financial consulting, and comprehensive wealth planning to individual and high-net-worth clients. The firm employs a tailored investment approach that includes technical and fundamental analysis and offers estate, tax-integrated planning, family philanthropy, and trustee oversight services.

Diane Bourdo is a CFP® professional with 30 years of industry experience. She has worked at The Humphreys Group from 1989 to 2025 before joining Treehouse Wealth Advisors, where she is part of a five-advisor team. Treehouse Wealth Advisors provides discretionary and non-discretionary portfolio management, financial consulting, and comprehensive wealth planning to individual and high-net-worth clients. The firm’s investment process incorporates technical and fundamental analysis and offers estate, tax-integrated planning, family philanthropy, and trustee oversight services.

Christopher Ruane is a financial advisor at Treehouse Wealth Advisors in Walnut Creek, CA. He holds the Series 65 designation and has recently entered the industry, with prior experience at BlackSand Capital and Insight Resource Group. His background includes diverse roles outside finance, including positions at Oke Poke and Ace Hardware. Treehouse Wealth Advisors provides discretionary and non-discretionary portfolio management, financial consulting, and comprehensive wealth planning to individual and high-net-worth clients. The firm employs a tailored investment process using technical and fundamental analysis and offers services including estate, tax-integrated planning, family philanthropy, and trustee oversight.