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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Al Zdenek

Executive Vice President

Joseph Young

Client Advisor and Branch Manager

Fred Xuereb

Client Associate

Timothy Wylder

Senior Vice President

Yvonne Wood

Client Advisor

Brandon Wissinger

Client Advisor

Draysen Wilson

Client Administrator

Greg A. Willsey

Client Advisor and Branch Manager

Gary Williams

Senior Vice President and Relationship Manager

Duncan Wilk

Regional Vice President

Alexa Willis

Client Associate

James Werner

Client Associate

Avery Wenck

Client Associate

Dave Welling

Chief Executive Officer

Shala L. Walker

Financial Planner

Karsten Voermann

Chief Financial Officer

David Ventura

Client Associate

Emi Umezawa

Client Advisor

Tracey Turko

Client Advisor and Branch Manager

Susan Travis

Client Advisor and Branch Manager

Bethany VanDerMeid

Client Associate

James Todd

Client Advisor

Brady Tice

Regional Sales Associate

Laura Thompson

Client Experience Manager

Tanya Thomasson

Client Associate

LaShauna Thomas

Client Associate

James Telfer

Client Experience Associate

Gregory V. Taylor

Regional Vice President

John Sullivan

Client Associate

Phillip Swenson

Financial Planner

Paul Sutherland

Executive Vice President

Brian Sullivan

Client Advisor and Branch Manager

Doug Suhr

Regional Vice President

Jamie Stone

Client Advisor and Branch Manager

Tiffany Stokes

Client Associate

Paul Stetz

Managing Director

Suzanne Stepan

Portfolio Manager

Adam Stanowick

Client Associate

Lawrence Solomon

Client Advisor

Jason Sobolik

Financial Planner

Michael Snider

Financial Planner

Javier Solis

Client Advisor

Tyler Smith

Client Advisor

Frances Smith

Financial Planner

Kristy Siu Chong-Mejia

Administrative Assistant

John Silletto

Senior Portfolio Manager

Matthew W. Sheets

Client Advisor

Matthew Shea

Senior Tax Advisor

Cary Shaw

Client Associate

Justin Shane

Financial Planner

Nicholas Semko

Managing Director

Paul Seidman

Regional Vice President

Emelyne Seh

Client Associate

Steven Schwartz

Client Advisor and Branch Manager

Lucas Schwaller

Regional Vice President

Justin Scholljegerdes

Client Administrator

Maeve Schmid

Client Associate

Gail Scarborough

Administrative Assistant

Dane Sauer

Financial Planner

Elisha Sanchez

Client Associate

Kevin Russell

Client Advisor

Laura Rowley

Vice President and Relationship Manager

Shane Rowan

Tax Associate

Merry Rosadi

Legal Assistant

Glen Rives

Financial Planner

Kseniya Ribeiro

Client Associate

Denise Rhodey

Client Associate

Norinda Ray

Administrative Assistant

Paola Ramos

Financial Planner

Bryan Powers

Regional Vice President

Susan Portnoi

Client Advisor

Irina Polyakova

Tax Manager

Zach Pippin

Client Associate

Melissa Pinkerton

Client Advisor

Susan A. Crawford Pilon

Client Advisor

Loren Pierson

Chief Operating Officer

Frank Piccolo

Client Associate

Brian Picariello

Senior Vice President, Client Advisor and Branch Manager

Vijay C. Patel

Client Advisor

Jesse J. Pantano

Regional Vice President

Amanda O’Sullivan

Client Administrator

William Nugent

Regional Vice President

Madeline I. Noveck

Client Advisor

Marc A. Normann

Regional Vice President

Barry Newman

Senior Tax Director

Andrew Neville

Estate Planning Attorney

Sandra L. Nesbit

Managing Director

William Nelson

Chief Compliance Officer and Deputy General Counsel

Geoff Nelson

Regional Vice President

Patricia Nagle

Client Service Manager

Dean R. Murray

Client Advisor and Branch Manager

Naeshia Mota

Client Administrator

Nicole Mosley

Client Associate

Alec Montoya

Financial Planner

Susan Monaghan

Financial Planner

Gabrielle Mollick

Client Solutions Representative

Sandra Mitchell

Client Associate

Jonathan Mitchell

Client Advisor

Glen Minton

Regional Vice President

Jeff Minc

Financial Planner

Brian Miller

Portfolio Analyst

Jesse Mignone

Client Associate

Emily Meier

Legal Assistant

Adis Mehic

Client Advisor

Kristen Meehan

Client Development Representative

William McNutt

Financial Planner

Daniel M. McDermott

Client Advisor and Branch Manager

Alice McDermott

Client Advisor

Matthew McCarthy

Senior Tax Advisor

Loretta McArdle

Administrative Assistant

Charlene Maruska

Client Administrator

Will Mannon

Head of Sales

Joseph Mah

Client Advisor and Branch Manager

Laura Madariaga

Client Associate

Patti Lokken

Administrative Assistant

Jeffrey Lokken

Client Advisor

Becky Leslie

Client Administrator

Karen Lee

Chief Marketing and Strategy Officer

Jaron Lee

Client Associate

Harmon Laurin

Senior Vice President

Carl Larimore

Client Advisor

Beth Lankford

Trust Administrator

Aaron Langston

Regional Vice President

Brett Landstrom

Client Advisor

Brandon Kurz

Financial Planner

Pratik Kumar

Client Associate

Shishun Kryskalla

Client Administrator

Alise Kraus

Client Advisor and Branch Manager

Skyler Kraemer

Client Advisor

Stefani Kohler

Client Associate

Sydney Kirkes

Client Associate

Ron Kibbe

Client Advisor

Kristen Kestel

Client Advisor

David Kerber

Client Advisor and Branch Manager

Thomas Keeney

Client Advisor

Ben Kautz

Managing Director

Jeff Katz

Regional Vice President

Drew Kanaly

Relationship Manager and Chairman Emeritus Kanaly Trust

Korina Kaio-Maddox

Client Administrator

Jeff Kacal

Managing Director

Renée Judycki

Client Advisor

Katasha Jones

Tax Administrator

Gabrielle Joiner

Client Associate

Michael W. Johns

Client Advisor

Magdanny Jara

Tax Advisor

Rodney James

Vice President and Relationship Manager

Kevin Jack

Client Advisor and Regional Director

Peter Ip

Senior Vice President and Relationship Manager

Barry Hyman

Regional Vice President

Nancy R. Hudak

Client Associate

Li Huang

Client Associate

Sarah Howard

Client Associate

Judith Hirotaka

Client Advisor

Tom Herzing

Client Advisor

Carlos Hernandez

Financial Planner

Lisa Hensley

Client Associate

Joseph Henry

Regional Vice President

Catherine Heimer

Client Administrator

Jesse Haverstock

Client Advisor

Ross Hasek

Client Associate

Marzena Hanek

Client Associate

David Haman

Client Advisor

Claire Hahn

Client Associate

George E. Haas

Client Advisor

Ben Gyulambaryan

Client Associate

Josh Gustafson

Head of Client Service

Fanny Guo

Client Advisor

Melanie Guhit

Financial Planner

Pamela Greene

Client Associate

Marsha Grant

Administrative Assistant

Chris Graf

Regional Vice President

Linnea Goebel

Legal Administrator

Pamela Godwin

Administrative Assistant

Nicole Gobel

Client Advisor

Melissa Gioielli

Tax Associate

Vince R. Gimarelli

Managing Director

Merideth Gillis

Client Administrator

Douglas Gilbert

Regional Vice President

Karen German

Administrative Assistant

William Geisz

Client Associate

Mark S. Germain

Managing Director

Jacob Gee

Client Associate

Mendim Gecaj

Financial Planner

Michael J. Freiling

Client Advisor

Danielle Frazier

Client Associate

Geoffrey Franklin

Financial Planner

Rocio Fitzgerald

Receptionist

Devin Farrow

Regional Vice President

Doug Fabian

Executive Vice President

Susan Evans

Client Associate

G. Merrick Estes, Jr.

Regional Vice President

Daniel Epstein

Tax Manager

Michelle Elia

Client Administrator

Samantha Elder

Director of Human Resources

Renée Egelski

Client Advisor

John Eckel

Client Advisor, Area Manager

Jessica Duxstad

Client Associate

Kara Duckworth

Client Advisor and Managing Director of Client Experience

Alexander Doyle

Client Associate

Stevan Downs

Tax Advisor

Michael T. Doran

Client Associate

Mark Doran

Senior Tax Director

Justin Do

Client Associate

Kevin Dillon

Regional Vice President

David DeVita

Client Advisor

Elizabeth B. deSousa

Client Advisor

Bonnie Dekrey

Administrative Assistant

Josh DeForest

Client Advisor and Regional Director

Ann de Zeeuw

Client Administrator

Jenna Dana

Lead Estate Planning Attorney

Christopher Currin

Client Advisor

Laura Cuber

Client Advisor

Andrew Crim

Client Associate

Jojo Cresci

Financial Planner

Nancy Coumou

Client Advisor

Lisa Corboy

Client Administrator

Tammy Cooper

Financial Planner

Matt Cook

Client Advisor and Branch Manager

Laura Combs

Client Advisor and Regional Director

Angel Colon

Client Advisor

Alexandra Chambers

Estate Planning Attorney

Karla S. Castillo

Administrative Assistant

José Castañeda

Client Solutions Representative

Jessica Caruso

Client Advisor and Branch Manager

Laura Carrasco

Tax Manager

Heather Jenkins Capps

Financial Planner

Brandon Capicotto

Client Associate

Nicholas Campbell

Client Advisor

Donald Calcagni

Chief Investment Officer

Yisen Cai

Client Advisor and Tax Advisor

Chanelle Caguin

Client Associate

Andrew Caceres

Senior Tax Advisor

Christopher R. Cacchiola

Client Advisor

Alexis Bustillos

Legal Assistant

Jayaprada Brower

Financial Planner

Chuck Breuch

Client Advisor

Jamie Block

Client Advisor

Christopher Blakely

Financial Planner

Bryan Bielawski

Client Advisor

Sheryl Berkowitz

Client Associate

Bill Berg

Senior Vice President, Senior Portfolio Manager

Brooke Bees

Client Advisor and Branch Manager

Stephen Bauer

Client Solutions Representative

David Barton

Vice Chairman, M&A Leader

Jeremiah H. Barlow

Executive Vice President, Head of Family Wealth Services

Linda Barcheski

Client Administrator

Rick Baran

Client Advisor

Logan L. Baker

Estate Planning Attorney

Jennifer Baick

Client Advisor

Daniel Aulicino

Client Advisor

David Askew

Client Advisor

Bobby Arenivas

Financial Planner

Rafael Arellano

Financial Planner

Stephanie Anderson

Client Advisor

Eric Anderson

Client Advisor

Linda S. Ames Lyons

Financial Planner and Assistant Branch Manager

Robin Allis

Team Manager, Client Solutions Team

Greg Alger

Unique Asset Manager

Kenneth Ajello

Client Associate

Adela Africano

Client Associate

John Abrahamson

Principal Emeritus

Brian Abatemarco

Regional Sales Associate

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