WHO WE ARE
Our location in historic Arlington Corner symbolizes our deep commitment to our community and its heritage. We have served Santa Barbara families and institutions for many years, and support more than 30 nonprofits and local causes. We are a fully independent advisor firm aligned with our clients. That means we are free to use our best judgement to craft the solutions we believe are right for you.
Our clients see us as educators and friends as well as advisors. They call on us to consult on family and business matters as well as financial decisions.
Advisors
JOHN A. LORENZ
Partner, Operations
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DIANNE G. DUVA, CFP®
Managing Partner
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ARTHUR G. SWALLEY, CIMA®
Partner, Investments
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R. WELLS HUGHES
Partner
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JOSEPH R. WEILAND, CFP®
Partner
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CODY MAKELA, CFP®
Partner
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FRANK TABAR
Strategic Business Development
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ALLY MEIER, CFP®
Financial Advisor
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MICHAEL YANG, CFP®
Associate Financial Advisor
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ENZO ECHEVERRIA
Associate Paraplanner
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We have designed our offices to offer a home-like, “kitchen table” environment to make your entire family feel comfortable and to promote deeper conversations about your personal goals and concerns.
Commitment to Community
We are proud to support the following non-profits:
We actively mentor our clients and the wider community on financial matters through our consultative approach, as well as a radio show that features live conversations about important personal finance topics.
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