About Us

As one of the founders of Muirwood Private Wealth, Chris brings over 30 years’ high-level experience managing wealth for individuals, families, and businesses. Chris helps clients establish financial goals, then creates personalized strategies to help them achieve those goals— and dreams— with peace of mind. Previously, he spent 14 years with Merrill Lynch and 13 years at Wells Fargo Private Bank. In 1998, he earned his designation as a CERTIFIED FINANCIAL PLANNER™ professional as awarded by the Certified Financial Planner Board of Standards, Inc. As a strong advocate for financial literacy, Chris is a firm believer in the importance of clear communication with all generations in order to simplify the complex.

Chris is a 1988 graduate of the University of California, Berkeley. He lives in Danville with his wife, Paula. Together they have three adult children living in San Francisco and Seattle. Away from the office, he enjoys golf, skiing and traveling.

After graduating in 1990 from California State University, Chico with a B.S. in Business Management, Ed was subsequently commissioned as an officer in the United States Army, Infantry. After attaining the rank of Captain and having served several years abroad, Ed left the military and joined Prudential Securities, Inc. in Walnut Creek in 1994. Prior to joining Merrill Lynch Wealth Management in 2006, he partnered with Chris Kenny in 2000 at Wells Fargo Private Bank. Together, they founded Muirwood Private Wealth in 2020. Ed also earned his designation as a CERTIFIED PLAN FIDUCIARY ADVISOR.

A 30-year industry veteran, Ed is a member of the Concord Chamber of Commerce and involved in the community as Co-Founder and President of the Contra Costa Rugby Association (youth) and Director of Rugby at De La Salle H.S. in Concord, California. He and his wife Theresa live in Clayton and are always ready to enjoy time with their three adult children and two grandsons.

Starting his financial career at Frank, Rimerman + Co. as an outsourced CFO advisor to clients in Silicon Valley and San Francisco, Trevor joined the Muirwood Private Wealth team in February 2022. He holds his Series 7 and Series 66 registrations. Along with the Managing Partners, he is responsible for developing financial plans and wealth strategies for individuals. Combining his financial skills along with his natural ability for fostering client relationships, Trevor excels at understanding how to balance a client’s short term-needs with long-term goals.

Trevor attended San Diego State University and spent three years as a collegiate athlete. He graduated with a bachelor’s degree in Accounting, and a minor in Finance. When possible, he dedicates time to teaching young De La Salle High School athletes the sport of rugby. Trevor currently resides in Danville, California with his wife Alexa where they adore spending time with their two boys Noah and Liam. The boys and their golden retriever, Lilly, keep everyone busy while in the best possible way, filling their home with joy and chaos in equal measure.

Kyle plays a vital role in enhancing the client experience through personalized service, proactive data management, and strategic operational support. She brings over 20 years of financial services experience, having previously worked at Merrill and CUNA Mutual Group in roles spanning Operations, Institutional Sales, and Relationship Management.

Since joining Muirwood in 2021, Kyle has spearheaded initiatives such as the firm’s client success program, client review framework, and is responsible for project management. She also assists clients in maximizing their use of the Muirwood Client Portal and Schwab Alliance platform.

Kyle was born and raised in the middle of Kansas and attended Kansas State University. Outside of work, she lives in Brentwood, California with her husband and their beloved collection of dogs, cats, and rabbits. She loves spending a week each year with the Forest Service & Wilderness Volunteers building and maintaining trails throughout the US. She enjoys hiking, camping, and visiting family in Kansas and Oregon. Kyle believes that meaningful relationships are the key to lasting success—for both clients and teams.

Helping people feel confident about their financial future is what drives John in his role as a Wealth Management Associate at Muirwood Private Wealth. He spent four years as a Financial Planner with LPL Financial in San Jose, gaining valuable experience working with high-net-worth individuals and business owners. A graduate of UC Davis with a degree in Economics and a minor in Political Science, he holds Series 7 and 66 licenses. John also served as President of the Financial Planning Association of Silicon Valley, an experience that deepened his passion for the profession and strengthened his connection to the advisor community.

Outside of the office, John enjoys staying active outdoors. A former college baseball player, he thrives on friendly competition – whether chasing birdies on the golf course or keeping pace on hiking trails with his golden retriever, Molly.  He brings that same approachable and thoughtful energy to financial planning, believing conversations about money should be clear, honest, and never intimidating.

Melissa brings over 20 years of financial service know-how, with past stops at Merrill Lynch in New York and Bank of America in San Francisco. She joined Muirwood Private Wealth in 2020, bringing a strong background in client service and operations. As the go-to contact for Charles Schwab, she keeps everything running smoothly behind the scenes.

She began her college journey at CSU Sacramento before earning her bachelor’s degree in Business Administration with a focus in Finance from San Francisco State University. Melissa and her husband, Brian enjoy spending time with family and their two spoiled loving cats. Outside of the office, she stays active with yoga, adventures with her NorCal MINI Cooper Club, and a passion for exploring new travel destinations.

Maria Ojeda joined Muirwood Private Wealth in 2022, bringing more than two decades of client service experience, including 13 years with Wells Fargo Private Bank. Her background spans high-net-worth relationship support with a strong service mindset. At Muirwood, she serves as a resource for both clients and advisors—facilitating money movements, assisting with account needs, and helping ensure every client interaction is seamless, thoughtful, and compliant.

Maria is passionate about delivering a heart-led, collaborative, human-centered client experience.

She lives in Martinez and enjoys spending time with her son, Gabe; practicing sound bowls; and playing bocce with her community. She has a strong interest in wellness, clean beauty, and sustainable fashion. Journaling and connecting with nature help her stay grounded in faith. Her guiding principle: “Don’t adapt to the energy in the room—inspire it.”

Paula supports the entire Muirwood Private Wealth team by keeping the office running smoothly, troubleshooting tech, and handling all marketing. Since joining the team in October 2020, Paula is always ready to contribute and provide solutions, supplying a lift to everyone on the team so they can stay focused on clients. Her background includes administration, project management, client service, marketing, and event planning. Now an “empty-nester”, Paula is thrilled to be back in the corporate world while still allowing time for favorite pastimes like bocce or book club.

Paula is a 1988 graduate of the University of California, Berkeley. She lives in Danville, California with her husband, Chris, and enjoys any opportunity to gather with their three adult children or zip up to Truckee for a long weekend.