I am a Financial Advisor with Avalan Wealth, a financial planning and wealth management firm serving individuals, families and businesses in Santa Barbara and throughout California. My mission is to help my clients take full ownership of the financial direction of their lives in order to fulfill ...more

I am a Financial Advisor with Avalan Wealth, a financial planning and wealth management firm serving individuals, families and businesses in Santa Barbara and throughout California. My mission is to help my clients take full ownership of the financial direction of their lives in order to fulfill their goals and dreams and most importantly, have peace of mind. I have over 30 years of experience in the financial services industry, where I worked in New York, London and San Francisco as a financial advisor for major investment banks including Morgan Stanley, Merrill Lynch, BNP Paribas and Credit Suisse. In 2009 I joined Pacific Capital Bancorp as the Marketing Manager for their Wealth Management and Trust division. Prior to joining Avalan Wealth, I founded InAlliance Financial Planning as a solo, fee-only financial planning and registered investment advisory practice. Merging that practice into Avalan Wealth not only provides added resources, but the professional collaboration with my colleagues is a great benefit to clients. I hold a BS from Boston University, and a Certificate in Financial Planning from the College of Financial Planning in Denver. As a Certified Financial Planner (CFP®) and Registered Investment Advisor (RIA), I am considered a fiduciary and therefore, must always act in the best interests of my clients.less