A plan for today, tomorrow and generations to come

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Patrick has offered his clients the benefit of his expertise and dedication for over 25 years now. A graduate of the University of California, Santa Barbara (UCSB), he holds a degree in Economics and is a passionate supporter of the Gauchos basketball team. Combining his academic background with years of hands-on experience, Patrick specializes in constructing custom portfolios tailored to his clients' individual financial goals, risk tolerance, and investment timelines.

As a devoted family man with three sons, Patrick's passion for helping families achieve a secure financial future is evident in the long-lasting relationships he has built with his clients. He takes pride in guiding them through life's financial milestones with a personalized touch.

Outside the office, Patrick is an accomplished adventure racer, participating in hiking, cycling, and swimming events. A former Iron Man competitor, he believes the discipline and perseverance required for that level of training translate seamlessly to his work. Both pursuits demand clear goals, strategic planning, and adaptability to overcome challenges.

Patrick is committed to giving back to his community and serves on the board of Bishop Diego High School, where he is able to make a positive impact on the lives of young people. He also mentors recent college graduates looking to start careers in finance, sharing his knowledge and experience to help them navigate the complexities of the industry.

• Forbes Best-in-State Wealth Advisors, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

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Noelle is a Senior Wealth Strategy Associate with over a decade of experience in the world of finance (all of it spent working with Patrick Flood!). After graduating from the University of Southern California with a degree in Business Administration, Noelle went on to obtain her CERTIFIED FINANCIAL PLANNER™ (CFP®) and Certified Exit Planning Advisor certifications, ensuring her clients receive the highest level of expertise when it comes to their financial planning.

With a natural inclination for teaching and helping others achieve their objectives, Noelle discovered her passion while tutoring NCAA student-athletes during her time at USC. This enthusiasm for guiding others towards their goals seamlessly transitioned into her career as a financial planner, where she is committed to empowering her clients with the knowledge and tools they need to make informed financial decisions.

Outside of the office, Noelle is an animal lover and advocate. She has volunteered at both the Santa Barbara Zoo and the Santa Barbara Humane Society, and continually supports the care and well-being of animals in need. Her passion for helping others inspired her to receive her Chartered Advisor in Philanthropy® designation so that she can also help clients fulfill their charitable goals.

In her leisure time, she loves baking, writing, and spending time with her rescue pup, Newton.

• University of Southern California, Business Administration

• CERTIFIED FINANCIAL PLANNER®
• Chartered Advisor in Philanthropy®
• Certified Exit Planning Advisor

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Juliana holds a degree in Financial Analysis from California State University, Northridge (CSUN) graduate year 2023 and has obtained Series 7 and Series 66 licenses since joining our team. During her undergraduate studies, she gained valuable experience in real estate selling several houses, client interfacing, and market analysis. Having a passion for finance she pursued a career in wealth management shortly after graduation.  Juliana has had a longstanding passion for financial news and markets enhancing her ability to stay informed about market trends and developments. Outside of professional responsibilities, Juliana enjoys exploring the outdoors and spending time with her family, friends, and animals.