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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Market: Greater Santa Barbara

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Matt Cook, CFP®, AEP®

Managing Director

Kahului, Santa Barbara, Woodland Hills

David Ventura, CFP^®, EA

Wealth Advisor

Kahului, Santa Barbara, Walnut Creek, Woodland Hills

Emi Umezawa, CFP®

Sr. Wealth Advisor

Santa Barbara

Jeff Minc, CFP^®

Wealth Advisor

Santa Barbara

Jonathan Mitchell, MBA, CFP®, ChFC®, CPWA®

Sr. Wealth Advisor, Sr. Director

Santa Barbara

Justin Shane, CFP^®

Wealth Advisor

Santa Barbara

Kelly Palmer, CFP^®, ChFC^®, CLU^®

Sr. Wealth Advisor

Santa Barbara

Stefani Kohler, CFP^®

Wealth Advisor

Santa Barbara

Yvonne Wood, CFP®

Sr. Wealth Advisor

Santa Barbara

Jeff Katz

Regional Vice President

Kahului, Santa Barbara, Woodland Hills

Nicholas Ladaga

Associate RVP

Kahului, Santa Barbara, Woodland Hills

Susy Gibo

Sr. Regional Sales Associate

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

Adam Stanowick

Sr Manager, Financial Planning

Santa Barbara

John Voralik

Financial Planner

Santa Barbara, Woodland Hills

Abby Crother

Client Service Specialist

Santa Barbara

Brittany Doyle

Director, Client Service

Kahului, Santa Barbara, Woodland Hills

Caitlin Smith

Sr. Client Service Specialist

Santa Barbara

Jade Lamas

Client Service Specialist

Santa Barbara

Jade Warren

Client Service Specialist

Santa Barbara

Nathan Cha

Sr. Client Service Specialist

Santa Barbara

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A Gift That Lasts a Lifetime: Help Your Teen Build a Strong Credit History

Meet our Advisory Team

Search results for:

Matt Cook, CFP®, AEP®

David Ventura, CFP^®, EA

Emi Umezawa, CFP®

Jeff Minc, CFP^®

Jonathan Mitchell, MBA, CFP®, ChFC®, CPWA®

Justin Shane, CFP^®

Kelly Palmer, CFP^®, ChFC^®, CLU^®

Stefani Kohler, CFP^®

Yvonne Wood, CFP®

Jeff Katz

Nicholas Ladaga

Susy Gibo

Adam Stanowick

John Voralik

Abby Crother

Brittany Doyle

Caitlin Smith

Jade Lamas

Jade Warren

Nathan Cha

Ready to get started?

Explore More

A Gift That Lasts a Lifetime: Help Your Teen Build a Strong Credit History

Planning for Retirement as a Stay-at-Home Spouse

6 Proven Habits for a Financially Secure Retirement

Let’s get started.