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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Raul Palma

Regional Vice President

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

Tommy Azoury

Regional Vice President

Santa Barbara

Susy Gibo

Sr. Client Development Associate

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

Abby Crother, CFP®

Financial Planner

Santa Barbara

Adam Stanowick, CFP®

Director, Financial Planning

Santa Barbara

Josiah Taylor

Financial Planner

Santa Barbara

Nathan Cha, CFP®

Wealth Strategist

Santa Barbara

Russ Johnson, CFP®

Financial Planner

Santa Barbara

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Meet our Advisory Team

Search results for:

Raul Palma

Tommy Azoury

Susy Gibo

Abby Crother, CFP®

Adam Stanowick, CFP®

Josiah Taylor

Nathan Cha, CFP®

Russ Johnson, CFP®

Ready to get started?

Explore More

Risk, Control, and Clarity: Smart Investing for Women

Strategic Exit Planning for Business Owners

Bond Investing Basics: What Every Investor Should Know

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