Meet our Team

Justin Anderson, CFP, CLU, CRC

Wealth Advisor / Partner

Dawnielle Brownell

Director of Operations

Sandra Linares

Client Services Representative

Justin Pollack, RICP

Wealth Advisor / Partner

Maxwell Phillips, AIF

Wealth Advisor / Partner

Stacie Schuck

Office Manager

Chris Snowden, MBA

Wealth Advisor / Partner

Maria Vallejo-Meza, RICP

Wealth Advisor

Brett Weichbrod, MBA

Wealth Advisor / Partner

Ross Anderson, CFP, CFF, CMFC

Wealth Advisor

Joseph R. O'Flaherty

Chief Investment Officer / Wealth Advisor

GET STARTED

3700 State St, Suite 240
Santa Barbara, CA. 93105

805-898-0893

8:30a - 5:00p
Monday-Friday