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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Location: Kahului

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Matt Cook, CFP®, AEP®

Managing Director

Kahului, Santa Barbara, Woodland Hills

Alice McDermott

Alice McDermott, CFP®

Wealth Advisor

Danny Polyakov, CFP®, EA

Wealth Advisor

Kahului, Woodland Hills

David Ventura

David Ventura, CFP^®, EA

Wealth Advisor

Kahului, Santa Barbara, Walnut Creek, Woodland Hills

Jeff Katz

Jeff Katz

Regional Vice President

Kahului, Santa Barbara, Woodland Hills

Nicholas Ladaga

Nicholas Ladaga

Associate RVP

Kahului, Santa Barbara, Woodland Hills

Susy Gibo

Susy Gibo

Sr. Regional Sales Associate

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

Brittany Doyle

Director, Client Service

Kahului, Santa Barbara, Woodland Hills

Krista Palakiko

Krista-Arlene Palakiko

Sr. Client Service Specialist

Paul Seidman

Paul Seidman, CFP^®, CRPC^®

SVP, Channel Sales

Kahului, Woodland Hills

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