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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Sarai Covell

Director, Client Service – Wealth Path & NCSS

S Kirkes

Sydney Kirkes

Manager, Client Service

Doug Fabian

Doug Fabian

Sr. Vice President

Sun Valley, Santa Barbara, Spokane

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