History of the Firm

Our firm was established over 30 years ago in Santa Barbara, California. For many years, we were a boutique shop that served a small number of clients. Since then, we’ve grown to nearly 30 employees with over 450 clients. Our focus is to help as many people as possible with their financial needs. Due to our growth, especially in recent years, we’re on the lookout for excellent people to join our team.

What makes our team unique?

We are passionate, driven, and curious individuals who challenge the status quo. We are confident yet humble, and are authentically dedicated to helping people. Team members motivate each other to achieve success and are always thinking of ways to impact the firm as a whole.

Open Positions: