A plan for today, tomorrow and generations to come

• AL
• AR
• AZ
• CA
• CO
• DC
• FL
• IL
• IN
• MA
• NJ
• NY
• OR
• RI
• SD
• TX
• WA

Patrick is a highly experienced financial advisor with over 25 years in the industry, offering his clients the benefit of his expertise and dedication. A graduate of the University of California, Santa Barbara (UCSB), Patrick 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 in adventure racing translate seamlessly to the world of financial advising. 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.

With his diverse skill set, enthusiasm for sports, and dedication to family, adventure racing, and community service, Patrick brings passion and commitment to his work. His clients can trust that they will receive the personalized attention and guidance they need to achieve their financial goals.

• 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.

• AL
• AZ
• CA
• CO
• DC
• FL
• HI
• IL
• IN
• MA
• ME
• MO
• NJ
• NY
• OR
• TX
• WA
• WI

Noelle is a Senior Wealth Strategy Associate with over a decade of experience in the world of finance. Having graduated from the University of Southern California (USC) with a degree in Business Administration, Noelle went on to obtain her CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, 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, devoting her time and energy to the care and well-being of animals in need. As a proud owner of two rescue dogs, she knows firsthand the joy and companionship that pets can bring into our lives.

In her leisure time, Noelle enjoys exploring her creative side through baking and writing. She finds that these hobbies provide a perfect balance to her analytical and detail-oriented work in the financial industry.

With her dedication to learning, her love of teaching, and her passion for animals and creativity, Noelle goes above and beyond for her clients. Her commitment to providing personalized attention and guidance ensures that her clients are well-prepared to achieve their financial goals and build a secure future.

• University of Southern California, Business Administration

• CERTIFIED FINANCIAL PLANNER™