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: Santa Barbara

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Matt Cook - Managing Director

Matt Cook, CFP®, AEP®

Managing Director

Kahului, Santa Barbara, Woodland Hills

David Ventura

David Ventura, CFP^®, EA

Wealth Advisor

Kahului, Santa Barbara, Walnut Creek, Woodland Hills

Jeff Minc - Wealth Advisor

Jeff Minc, CFP^®

Wealth Advisor

J Mitchell

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

Sr. Wealth Advisor, Sr. Director

J Shane

Justin Shane, CFP^®

Wealth Advisor

Kelly Palmer

Kelly Palmer, CFP^®, ChFC^®, CLU^®

Sr. Wealth Advisor

Lorenzo Riley, CFP®, CIMA®, CPWA®

Wealth Advisor, Director

Woodland Hills, LA-Century City, Santa Barbara

Stefani Kohler

Stefani Kohler, CFP®, CDFA®

Wealth Advisor

Yyvonne Wood

Yvonne Wood, CFP®

Sr. Wealth Advisor

Susy Gibo

Susy Gibo

Sr. Regional Client Development Associate

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

Adam Stanowick Image

Adam Stanowick, CFP®

Sr. Manager, Financial Planning

Nathan Cha - Financial Planner

Nathan Cha, CFP®

Financial Planner

Abby Fisher Photo

Abby Crother

Client Service Specialist

Brittany Doyle

Director, Client Service

Kahului, Santa Barbara, Woodland Hills

Caitlin Smith

Sr. Client Service Specialist

Jade Lamas

Client Service Specialist

Jade Warren

Client Service Specialist

Rishi Syal

Client Service Specialist

Russ Johnson

Russ Johnson

Client Service Specialist

Sarai Covell

Director, Client Service – Wealth Path & NCSS

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