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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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Natalie White

Service Operations Associate

Santa Barbara

Peter Frisell

Service Operations Associate

Santa Barbara

Sarai Covell

Director, Client Service Operations

Santa Barbara

Abby Crother, CFP®

Financial Planner

Santa Barbara

Adam Stanowick, CFP®

Director, Financial Planning

Santa Barbara

Josiah Taylor, CFP®

Financial Planner

Santa Barbara

Nathan Cha, CFP®

Wealth Strategist

Santa Barbara

Russ Johnson, CFP®

Financial Planner

Santa Barbara

Alexis Ragus-Wines, CPA, MST

Sr. Tax Manager

Santa Barbara

Susy Gibo

Sr. Client Development Associate

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

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Meet our Advisory Team

Search results for:

Natalie White

Peter Frisell

Sarai Covell

Abby Crother, CFP®

Adam Stanowick, CFP®

Josiah Taylor, CFP®

Nathan Cha, CFP®

Russ Johnson, CFP®

Alexis Ragus-Wines, CPA, MST

Susy Gibo

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