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 Director

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^®

Wealth Advisor

J Mitchell

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

Sr. Wealth Advisor, Sr. Director

J Shane

Justin Shane, CFP^®

Wealth Advisor

Kelly Palmer

Kelly Palmer, CFP^®, ChFC^®, CLU^®

Sr. Wealth Advisor

Lorenzo Riley, CFP®, CIMA®, CPWA®

Wealth Advisor, Director

Woodland Hills, LA-Century City, Santa Barbara

Stefani Kohler

Stefani Kohler, CFP®, CDFA®

Wealth Advisor

Yyvonne Wood

Yvonne Wood, CFP®

Sr. Wealth Advisor

David Ricci

David Ricci, CFP®

Regional Vice President

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

Raul-Palma

Raul Palma

Regional Vice President, Community

Santa Barbara, Kahului, LA-Century City, Pasadena, Woodland Hills

Susy Gibo

Susy Gibo

Sr. Client Development Associate

Albuquerque, Kahului, Newport Beach, San Diego, Santa Barbara, Scottsdale, Woodland Hills

Adam Stanowick Image

Adam Stanowick, CFP®

Sr. Manager, Financial Planning

Nathan Cha - Financial Planner

Nathan Cha, CFP®

Financial Planner

Niko Exarchoulakos, Enrolled Agent

Tax Associate

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

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