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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West: Greater Santa Barbara

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Matt Cook - Managing Director

Matt Cook, CFP®, AEP®

Managing Partner

Kahului, Santa Barbara, Woodland Hills

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

J Shane

Justin Shane, CFP^®

Sr. Wealth Advisor

Kelly Palmer

Kelly Palmer, CFP^®, ChFC^®, CLU^®

Sr. Wealth Advisor

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

Abby Fisher Photo

Abby Crother, CFP®

Client Service Specialist

Brittany Doyle

Director, Client Service

Kahului, Santa Barbara, Woodland Hills

Caitlin Smith

Sr. Client Service Specialist

Jade Lamas

Client Service Specialist

Jade Warren

Client Service Specialist

Mark Pavlics

Manager, Client Service

Miles Hale - Client Service Specialist

Miles Hale

Client Service Specialist

Rishi Syal

Client Service Specialist

Russ Johnson

Russ Johnson, CFP®

Financial Planner

Sarai Covell

Director, Client Service Operations

David Ricci

David Ricci, CFP®

Regional Vice President

Scottsdale, Albuquerque, Tucson, Indian Wells, San Diego, Santa Barbara, Newport Beach, San Diego – Sorrento Valley

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March 24, 2026

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