Kelly Palmer,
CFP®, ChFC®, CLU®

Client Advisor

Kelly is passionate about helping his clients achieve Economic Freedom®. He has been providing comprehensive financial planning to his clients since 1988. Kelly graduated from California Polytechnic State University with a degree in Human Development. As a member and past president of the Santa Barbara Chapter of the Financial Planning Association, and member of the Santa Barbara Estate Planning Council, he is committed to the further development of his profession. Kelly has been a California Life Agent and holds the FINRA Series 65 license. He lives in Santa Barbara with his wife and two sons.

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Johnathan Aelmore

Client Advisor

Adela Africano

Client Associate

Kenneth Ajello

Client Associate

Greg Alger

Senior Vice President and Special Assets Manager

David Ambrico

Regional Vice President

Linda S. Ames Lyons

Financial Planner

Tomiko Arthur

Client Service Associate

David Askew

Client Advisor

Bobby Arenivas

Financial Planner

Logan L. Baker

Estate Planning Attorney

Jennifer Baick

Client Advisor

Rick Baran

Client Advisor

Jeremiah H. Barlow

Executive Vice President, Head of Family Wealth Services

David Barton

Vice Chairman, M&A Leader

Erik Beach

Client Administrator

Brooke Bees

Client Advisor

Ofer Ben-Menahem

Regional Vice President

Ryan W. Bergmann

Client Advisor

Sheryl Berkowitz

Branch Financial Administrator

Bryan Bielawski

Client Advisor

Jamie Block

Client Advisor

Chuck Breuch

Client Advisor

Kiará Brown

Client Associate

Alexis Bustillos

Legal Assistant

Andrew Caceres

Senior Tax Advisor

Chanelle Caguin

Client Associate

Yisen Cai

Client Advisor and Tax Advisor

Donald Calcagni

Chief Investment Officer

Jocelyn Caliel

Client Administrator

Nicholas Campbell

Client Advisor

Brandon Capicotto

Client Associate

Laura Carrasco

Tax Manager

Heather Jenkins Capps

Financial Planner

Jessica Caruso

Client Advisor and Branch Manager

Edzai Chimedza

Financial Planner

Matt Cook

Client Advisor and Branch Manager

Tammy Cooper

Financial Planner

Sue Cole

Client Service Associate

Angel Colon

Client Advisor

Laura Combs

Client Advisor and Branch Manager

Lisa Corboy

Client Administrator

Jojo Cresci

Financial Planner

Andrew Crim

Client Administrator

Nancy Coumou

Client Advisor

Laura Cuber

Client Advisor

Christopher Currin

Client Advisor

Jenna Dana

Lead Estate Planning Attorney

Josh DeForest

Client Advisor and Branch Manager

Elizabeth B. deSousa

Client Advisor

David DeVita

Client Advisor

Kevin Dillon

Regional Vice President

Joseph DiPiazza

Client Administrator

Justin Do

Client Associate

Mark Doran

Senior Tax Director

Michael T. Doran

Client Associate

Alexander Doyle

Client Associate

Kara Duckworth

Client Advisor

Jessica Duxstad

Client Associate

Catherine Eckel

Transition Consultant

John Eckel

Client Advisor, Area Manager

G. Merrick Estes, Jr.

Regional Vice President

Doug Fabian

Executive Vice President

Devin Farrow

Regional Vice President

Debbie Ferguson

Administrative Assistant

Derek Finley

Financial Planner

John Flanagan

Client Advisor & Branch Manager

Danielle Frazier

Client Associate

Adam Fullmer

Financial Planner

Jalen Garrett

Client Associate

Mendim Gecaj

Financial Planner

William Geisz

Client Associate

Douglas Gilbert

Regional Vice President

Vince R. Gimarelli

Managing Director

Clint Gioia

Client Administrator

Melissa Gioielli

Tax Associate

Nicole Gobel

Client Advisor

Linnea Goebel

Legal Administrator

Chris Graf

Regional Vice President

Pamela Greene

Client Associate

Melanie Guhit

Financial Planner

Fanny Guo

Client Advisor

Josh Gustafson

Head of Client Service

Ben Gyulambaryan

Client Associate

George E. Haas

Client Advisor

Claire Hahn

Client Associate

Cody Hall

Client Advisor

Miranda Hamaker

Client Associate

David Haman

Client Advisor

Marzena Hanek

Client Associate

Matt Hartloff

Client Associate

Ross Hasek

Client Administrator

Jesse Haverstock

Client Advisor

Catherine Heimer

Client Administrator

Joseph Henry

Regional Vice President

Lisa Hensley

Client Associate

Tom Herzing

Client Advisor

Sarah Howard

Client Administrator

Judith Hirotaka

Client Advisor

Li Huang

Client Associate

Nancy R. Hudak

Client Associate

Peter Ip

Senior Vice President and Relationship Manager

Kevin Jack

Area Manager

Rodney James

Vice President and Relationship Manager

Magdanny Jara

Tax Advisor

Michael W. Johns

Client Advisor

Katasha Jones

Tax Administrator

Renée Judycki

Client Advisor

Drew Kanaly

Relationship Manager & Chairman Emeritus Kanaly Trust

Jeff Kacal

Managing Director

Jeff Katz

Regional Vice President

Ben Kautz

Managing Director

Thomas Keeney

Client Advisor

David Kerber

Client Advisor and Branch Manager

Ron Kibbe

Client Advisor

Ben Kingsley

Financial Planner

Sydney Kirkes

Client Associate

Stefani Kohler

Client Associate

Skyler Kraemer

Client Advisor

Alise Kraus

Client Advisor and Branch Manager

Pratik Kumar

Client Associate

Brandon Kurz

Financial Planner

Tyler Lancaster

Client Development Representative

Brett Landstrom

Client Advisor

Aaron Langston

Regional Vice President

Beth Lankford

Executive Assistant, Client Service Associate

Carl Larimore

Client Advisor

Jaron Lee

Client Administrator

Karen Lee

Chief Marketing & Strategy Officer

Sharon Littell

Client Associate

Laura Madariaga

Client Associate

Wilovid Mallory

Client Services Associate

Will Mannon

Head of Sales

Todd Marotta

Regional Sales Manager

Charlene Maruska

Senior Administrator

Loretta McArdle

Administrative Assistant

Matthew McCarthy

Senior Tax Advisor

William McNutt

Financial Planner

Kristen Meehan

Client Development Representative

Adis Mehic

Client Advisor

Emily Meier

Legal Assistant

Krysia Mielczarek

Client Administrator

Jesse Mignone

Client Associate

Paula Mignone

Office Manager / Administrator

Raymond D. Mignone

Client Advisor

Brian Miller

Portfolio Analyst

Jonathan Mitchell

Client Advisor

Sandra Mitchell

Client Associate

Jeff Minc

Financial Planner

Glen Minton

Regional Vice President

Alec Montoya

Client Associate

Susan Monaghan

Financial Planner

Timothy Moore

Financial Planner

Dean R. Murray

Client Advisor and Branch Manager

Patricia Nagle

Client Service Manager

Geoff Nelson

Regional Vice President

William Nelson

Chief Compliance Officer and Deputy General Counsel

Sandra L. Nesbit

Managing Director

Andrew Neville

Estate Planning Attorney

Barry Newman

Senior Tax Director

Marc A. Normann

Regional Vice President

Madeline I. Noveck

Client Advisor

William Nugent

Regional Vice President

Amanda O’Sullivan

Portfolio Administration Supervisor

Jesse J. Pantano

Regional Vice President

Brian Picariello

Senior Vice President, Client Advisor and Branch Manager

Loren Pierson

Chief Operating Officer

Susan A. Crawford Pilon

Client Advisor

Melissa Pinkerton

Client Advisor

Zach Pippin

Client Associate

Susan Portnoi

Client Advisor

Irina Polyakova

Tax Manager

Bryan Powers

Regional Vice President

Kerry J. Prazak

Regional Vice President

Paola Ramos

Financial Planner

Brandi Redmond

Conference Center & Office Administrator

Denise Rhodey

Client Associate

Kseniya Ribeiro

Client Associate

Dustin Rief

Client Advisor and Branch Manager

Peter Romagnoli

Client Associate

Shane Rowan

Tax Associate

Glen Rives

Financial Planner

Patricia Rubio

Client Services Associate

Laura Rowley

Vice President and Relationship Manager

Troy Saldivar

Senior Vice President and Senior Portfolio Manager

Elisha Sanchez

Client Associate

Roain Saunders

Financial Planner

Justin Scholljegerdes

Client Administrator

Emelyne Seh

Client Administrator

Dane Sauer

Financial Planner

Maeve Schmid

Client Administrator

Steven Schwartz

Client Advisor and Branch Manager

Paul Seidman

Regional Vice President

Gabrielle Semerjian

Client Services Manager, Senior Paralegal

Nicholas Semko

Managing Director

John Shanley

Client Advisor

Michelle Siebert

Tax Manager

Stefania Sita

Client Administrator

Cary Shaw

Client Associate

Justin Shane

Financial Planner

John Silletto

Senior Portfolio Manager

Frances Smith

Financial Planner

Tyler Smith

Client Advisor

Michael Snider

Client Associate

Javier Solis

Client Advisor

Adam Stanowick

Client Associate

Paul Stetz

Managing Director

Doug Suhr

Regional Vice President

Brian Sullivan

Client Advisor and Branch Manager

John Sullivan

Client Associate

Amanda Standard

Client Associate

Tiffany Stokes

Client Associate

Jamie Stone

Client Advisor and Branch Manager

Haley Strandberg

Client Associate

Gregory V. Taylor

Regional Vice President

LaShauna Thomas

Client Associate

Tanya Thomasson

Client Associate

Laura Thompson

Client Experience Manager

Brady Tice

Client Associate

James Todd

Client Advisor

Susan Travis

Senior Vice President and Relationship Manager

Tracey Turko

Client Advisor and Branch Manager

Bethany VanDierMeid

Client Administrator

David Ventura

Client Administrator

Karsten Voermann

Chief Financial Officer

Emi Umezawa

Client Advisor

Dave Welling

Chief Executive Officer

Matthew Wells

Regional Vice President

James Werner

Client Administrator

Shala L. Walker

Financial Planner

Avery Wenck

Client Associate

Alexa Whiting

Client Associate

Duncan Wilk

Regional Vice President

Gary Williams

Senior Vice President and Relationship Manager

Greg A. Willsey

Branch Manager and Client Advisor

Brandon Wissinger

Client Advisor

Yvonne Wood

Client Advisor

Fred Xuereb

Client Associate

Joseph Young

Client Advisor and Branch Manager

Al Zdenek

Executive Vice President

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