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

Yvonne Wood

Client Advisor

Brandon Wissinger

Client Advisor

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

Senior Vice President and Relationship Manager

Bethany VanDerMeid

Client Associate

James Todd

Client Advisor

Brady Tice

Client 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

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

Adam Stanowick

Client Associate

Lawrence Solomon

Client Advisor

Javier Solis

Client Advisor

Michael Snider

Client Associate

Tyler Smith

Client Advisor

Frances Smith

Financial Planner

John Silletto

Senior Portfolio Manager

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

Justin Scholljegerdes

Client Administrator

Maeve Schmid

Client Associate

Dane Sauer

Financial Planner

Elisha Sanchez

Client Associate

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

Brandi Redmond

Conference Center and Office Administrator

Paola Ramos

Financial Planner

Kerry J. Prazak

Regional Vice President

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 Administrator

Brian Picariello

Senior Vice President, Client Advisor and Branch Manager

Jesse J. Pantano

Regional Vice President

Amanda O’Sullivan

Portfolio Administration Supervisor

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

Nicole Mosley

Client Associate

Alec Montoya

Client Associate

Susan Monaghan

Financial Planner

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

Matthew McCarthy

Senior Tax Advisor

Loretta McArdle

Administrative Assistant

Charlene Maruska

Senior Administrator

Will Mannon

Head of Sales

Laura Madariaga

Client Associate

Karen Lee

Chief Marketing and Strategy Officer

Jaron Lee

Client Associate

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

Alise Kraus

Client Advisor and Branch Manager

Skyler Kraemer

Client Advisor

Stefani Kohler

Client Associate

Sydney Kirkes

Client Associate

Ron Kibbe

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

Jeff Kacal

Managing Director

Renée Judycki

Client Advisor

Katasha Jones

Tax Administrator

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

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

Matt Hartloff

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

Chris Graf

Regional Vice President

Linnea Goebel

Legal Administrator

Nicole Gobel

Client Advisor

Melissa Gioielli

Tax Associate

Clint Gioia

Client Administrator

Vince R. Gimarelli

Managing Director

Douglas Gilbert

Regional Vice President

William Geisz

Client Associate

Jacob Gee

Client Administrator

Mendim Gecaj

Financial Planner

Danielle Frazier

Client Associate

Geoffrey Franklin

Financial Planner

John Flanagan

Client Advisor and Branch Manager

Devin Farrow

Regional Vice President

Doug Fabian

Executive Vice President

Susan Evans

Client Administrator

G. Merrick Estes, Jr.

Regional Vice President

Daniel Epstein

Tax Manager

Samantha Elder

Director of Human Resources

John Eckel

Client Advisor, Area Manager

Jessica Duxstad

Client Associate

Kara Duckworth

Client Advisor

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

Josh DeForest

Client Advisor and Regional Director

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

Edzai Chimedza

Financial Planner

Alexandra Chambers

Estate Planning Attorney

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

Alexis Bustillos

Legal Assistant

Chuck Breuch

Client Advisor

Jamie Block

Client Advisor

Bryan Bielawski

Client Advisor

Sheryl Berkowitz

Branch Financial Administrator

Ofer Ben-Menahem

Regional Vice President

Brooke Bees

Client Advisor and Branch Manager

David Barton

Vice Chairman, M&A Leader

Jeremiah H. Barlow

Executive Vice President, Head of Family Wealth Services

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

Stephanie Anderson

Client Advisor

Linda S. Ames Lyons

Financial Planner and Assistant Branch Manager

Greg Alger

Senior Vice President and Special Assets Manager

Kenneth Ajello

Client Associate

Adela Africano

Client Associate

Brian Abatemarco

Regional Sales Associate

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