Derek Moore

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Colin Mak

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Kathleen McKinney

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Carrie Hagen

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Wealth Management 

Paul Mannion

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Marites Blair

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Marcia Caswell

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Founder

Our Office    70 Santa Felicia Drive    Goleta, California 93117    Phone: 805-569-9864    Fax: 805-569-9542


Administration

Zaniar Alvarez Ghonchehei

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MeLinda Matsumoto

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Amy Wilby

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Cole Straub

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Layla Austin

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Monica Arnold

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Carmen Corral

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Wendy Nomura

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Barbara Livengood

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Heidi Rieck

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Justin Roberts

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Greg Heinz

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ERP Consulting Division

Matthew Mitchell

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Gloria Purter

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Donna Sedillo

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Connie Porter

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Marianne Bloom

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David Duncan

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Rajju Bajracharya

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Jason Portner

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Jason Machgan

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John Bostwick

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Anita Peca

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Accountants


Tom Wahlquist

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Holly Cramer

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Yusuf Balogun

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Mary Widiner

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Kirk Stovesand

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Jean Smith

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Our Partners