Meet our Advisory Team

Our unified in-house team across financial planning, investment management, tax, estate, insurance and more—all coordinated by an advisor focused on serving you, not finding new clients.

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Location: Santa Barbara

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Matt Cook - Managing Director

Matt Cook, CFP®, AEP®

Managing Partner

Kahului, Santa Barbara, Woodland Hills, Thousand Oaks

David Ventura

David Ventura, CFP^®, EA

Wealth Advisor

Kahului, Santa Barbara, Walnut Creek, Woodland Hills

Jeff Minc - Wealth Advisor

Jeff Minc, CFP®

Sr. Wealth Advisor

J Mitchell

Jonathan Mitchell, MBA, CFP®, ChFC®, CPWA®

Partner

Justin Shane, CFP®

Sr. Wealth Advisor

Kelly Palmer

Kelly Palmer, CFP^®, ChFC^®, CLU^®

Sr. Wealth Advisor

Santa Barbara, Sun Valley

Lorenzo Riley, CFP®, CIMA®, CPWA®

Principal

Woodland Hills, LA-Century City, Santa Barbara

Stefani Kohler

Stefani Kohler, CFP®, CDFA®

Sr. Wealth Advisor

Yyvonne Wood

Yvonne Wood, CFP®

Sr. Wealth Advisor

Brittany Doyle

Director, Client Service

Kahului, Santa Barbara, Woodland Hills

Caitlin Smith

Service Operations Associate

Jade Lamas

Relationship Manager

Jade Warren

Service Operations Associate

Josiah Taylor

Financial Planner

Mark Pavlics

Manager, Client Service

Miles Hale - Client Service Specialist

Miles Hale

Relationship Manager

Natalie White

Service Operations Associate

Rishi Syal

Service Operations Associate

Russ Johnson

Russ Johnson, CFP®

Financial Planner

Sarai Covell

Director, Client Service Operations

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