Samantha Baldwin | Attorney

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About: Samantha graduated from USC with a Bachelors of Science in both Business and Accounting. She then went on to attend UC Hastings College of Law, after graduating she has practiced civil litigation with an emphasis on representing plaintiffs in their personal injury cases. She enjoys assisting her clients through the legal phase and settlement as well as litigation, by offering personal service.

Specialties: Samantha is an associate attorney of the law offices of Maho & Prentice, LLP. She practices civil litigation with an emphasis on representing plaintiffs in personal injury, premises liability, product liability, wrongful death and serious and catastrophic injuries. Samantha represents clients across California, including Santa Barbara County, the Santa Ynez Valley, Los Angeles and surrounding areas.

Quote: “Unless someone like you cares a whole awful lot, nothing is going to get better. It’s not.”
- Dr. Seuss

Connect: Contact Samantha at sbaldwin@sbcalaw.com or at (805) 962-1930, or visit her website below!

MEMBER SINCE SEPTEMBER 2018

Rachelle Barnier | CPA

NASIF, HICKS, HARRIS & CO., LLP | WWW.NHHCO.COM
RBARNIER@NHHCO.COM | (805) 966-1521

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About: Rachelle graduated from the University of California Santa Barbara with a Bachelor of Arts degree in Business Economics with an Emphasis in Accounting. She is a Certified Public Accountant whose practice focuses on working with clients and their professional advisors on tax planning for individuals and closely held businesses as well as tax planning associated with marriage dissolution. 

Specialties: Rachelle’s practice includes tax planning and consulting for individuals and closely held businesses as well as tax planning associated with marriage dissolution matters which includes property division (i.e. stock options, real estate, deferred compensation, and business entities) and obligations outlined in the divorce decree (i.e. alimony, life insurance policies, and retirement plans).

Quote: "And in the end, it's not the years in your life that count. It's the life in your years." - Abraham Lincoln

Connect: Contact Rachelle at rbarnier@nhhco.com or at (805) 966-1521, or visit her website below!

member since November 2017

Kristen Blabey | Attorney

PRICE, POSTEL & PARMA LLP | WWW.PPPLAW.COM
KMRB@PPPLAW.COM | (805) 962-0011 EXT. 161

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About: Kristen works with clients to create a cohesive estate plan, helping individuals update their retirement plan and life insurance designations, making sure there is alignment between their financial assets and the ultimate disposition provided for in the documents. She facilitates discussions for families regarding wealth preservation and transfer strategies between generations and to charitable organizations. Another focus area to her practice is planned giving where she helps local non-profit organizations to create planned giving programs

and helps individuals craft charitable trusts or other planned giving vehicles as a component of their estate plan.

In addition to lifetime estate planning, she handles probates and trust administrations. Kristen helps executors, trustees, and beneficiaries navigate through the various steps of the probate process or a trust administration including the filing of federal estate tax returns, court petitions and filings, sub-trust funding, real property transactions, business succession planning, and estate distribution issues.

Kristen joined Price, Postel & Parma in 2005. She previously worked for the law firm of Warren, Hensley and Bowen in Boston, MA, where she was involved in a wide range of legal matters, including civil litigation, estate planning, and real estate transactions. Ms. Blabey is a native of Santa Barbara where she attended Laguna Blanca School.

Specialties: Kristen's practice includes estate planning, probate, trust administration, conservatorship, charitable planning, and taxation matters. Her practice focuses on all aspects of estate planning including creating wills, trusts, charitable trusts, health care directives, durable powers of attorney, deeds, and other estate planning instruments.

Connect: Contact Kristen at kmrb@ppplaw.com or at (805) 962-0011 ext. 161, or visit her website below!

member since october 2017

Hannah Buschbom | Financial Planner

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About: Hannah is a Partner and member of the Financial Planning team at AmeriFlex®. She noticed early-on in her career that those grappling with the complexities of divorce settlements could benefit from the help of a specialized, trusted advisor. Wanting to fill this void, she pursued and obtained her Certified Divorce Financial Analyst Designation®. Wishing to continue her professional education and expand her knowledge base to better assist individuals experiencing transitional events, Hannah

worked to acquire the CERTIFIED FINANCIAL PLANNER (CFP®) certification. Hannah is a graduate of Westmont College, where she earned a Bachelor’s degree in Economics and Business. She holds FINRA series 7 and 66 securities licenses and has her California Life & Health insurance license.

Specialties: Hannah focuses on helping her clients navigate transitional events including divorce, sale of a home, sale of a business, retirement, and inheritance.

Quote: “My ultimate goal is to enable clients to be better educated, and in turn, to help them make confident and informed decisions.”

Connect: Contact Hannah at Hannah.Buschbom@AmeriFlex.com or at (805) 898-0893 for a confidential consultation today!


MEMBER SINCE SEPTEMBER 2017
 


3700 State Street, Suite 310, Santa Barbara, CA 93105 | (805) 898-0893 | Securities and Advisory services offered through SagePoint Financial Inc., member FINRA/SIPC. Insurance services offered through Ameriflex Financial Services not affiliated with SagePoint Financial Inc. Additional services referenced are not provided by Sagepoint Financial. Listed Entities not affiliated.

Gail Cooley | Realtor

VILLAGE PROPERTIES | WWW.GAILCOOLEY.COM
GAIL@VILLAGESITE.COM | (805) 689-7767

About: Gail attended UCLA seeking her interior design certificate and ended up working in the transportation field for 15 years throughout California. Meanwhile, she gravitated towards real estate as she and her family built, leased, and sold single family homes. When she married and moved to Santa Barbara, she followed her passion for selling distinctive homes. She has obtained both her SRES and Green designations and has held her license in Santa Barbara since 1993. Since then, she has assisted clients in purchasing their first homes to selling major estates and everything in between. She is dedicated to providing superior service to her clients even after the transaction is complete. She is especially grateful to have them refer her to their friends, the ultimate sign of a job well done.

Specialties: Gail has worked with hundreds of relocation candidates as well as new hires in familiarizing them with the greater Santa Barbara area and assisting them with their housing needs. She works closely with human resources and recruiting to give the client a superior experience in what is often a stressful time. She finds it rewarding when the company and employees are successful with happy outcomes. She also works well with first time home buyers and clients transitioning to retirement—both unique and trying situations.

Quote: "Seeking happy outcomes, over and over again."

Connect: Connect with Gail at gail@villagesite.com or (805) 689-7767, or visit her website below!

member since october 2017

Sharon Cox | Money Coach

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About: Sharon’s adventure as a financial professional began when she left her career as an educator in 1987. She wanted to become a resource and financial advocate—helping women lead financially informed and prepared lives. That goal led her to serving as a financial planner (CERTIFIED FINANCIAL PLANNER™ since 1992), socially responsible investment adviser, small business consultant, national financial conference manager, and author of materials published by the National Endowment

for Financial Education. Her extensive financial experience coalesced in 1992 when she energized her intention made 30 years ago! To improve the practical and emotional aspects of women’s lives, she founded The Money Dance. As a money coach for women, she feels privileged to continue being of service, doing the work she loves.

Specialties: Sharon’s clients develop the confidence to make thoughtful, strategic decisions that impact their financial lives. They build skills to communicate their financial concerns and questions honestly and clearly. When appropriate, she helps clients select and work productively with a CFP®, CPA, attorney, estate planning attorney, and other specialists.

Quote: This poem reflects the reality of women's lives, celebrates their strength, and honors their wisdom to get help when needed: "I get up. I walk. I fall down. Meanwhile, I keep dancing." -Hillel

Connect: Connect with Sharon at sharon@themoneydance.com or (650) 722-2791, or visit her website below!

member since october 2017

Courtney DeSoto | Private Fiduciary

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About: Courtney moved from the Sacramento area to attend Westmont College. She earned her Bachelor’s degree in 1998 and later earned her Juris Doctorate (J.D.) degree from Santa Barbara College of Law. She has over 15 years of social service experience with the County of Santa Barbara and for the past ten years she served as the Court Investigator for the Santa Barbara Superior Court. She worked specifically for the probate division monitoring conservatorships and guardianships for legal

compliance. She left the Court in 2013 and launched her own fiduciary business in an effort to continue assisting the vulnerable adults in the local community. Her approach and dedication provide trustworthy stewardship of you or your loved one's affairs.  With the services offered through CI Fiduciary Group, she is able to reach beyond the constraints of public service employment and implement unique and creative solutions to your elder's crisis while respecting each individual's unique and personal lifestyle choices. She is the mother of two young daughters and a photographer by hobby.

Specialties: Courtney specializes in comprehensive elder care and aging well services that are geared toward her individual clients' needs. She serves a variety of populations including at-risk seniors, those who wish to age in their own homes, individuals suffering from mental and/or emotional challenges, those suffering from substance abuse, adults vulnerable to exploitation or abuse, isolated adults, and other vulnerable populations.

Connect: Contact Courtney at courtney@cifiduciarygroup.com or at (805) 804-3131, or visit her website below!

member since october 2017

Jennifer Duffy | Attorney

FELL, MARKING, ABKIN, MONTGOMERY, GRANET & RANEY, LLP
WWW.FELLMARKING.COM | JDUFFY@FMAM.COM | (805) 963-0755

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About: Jennifer earned her Bachelor of Arts degree in Political Science from UCLA and her Juris Doctorate degree from the University of San Francisco. In college, she wrote for the Daily Bruin newspaper. During law school, she served as the Editor-in-Chief of the Law Review, as a Judicial Extern with the Supreme Court of California, as Vice President of the Student Body, and as a Public Interest Law Scholar. She returned to her home town of Santa Barbara in 1999 as an attorney and became a Partner at her firm in 2008.

Jennifer loves what she does and enjoys helping people. She says that her favorite part of her work as an employment law attorney is to help companies solve problems. Her favorite part of her work as a family law attorney is to help her clients to a place of empowerment, ready for their next chapter.

Jennifer also loves giving back to the community. She is on many local boards, and she also volunteers weekly in town for the Dream Foundation's Flower Empower program and other events and programs. In 2016, she was awarded the President's Volunteer Service Award from the President of the United States for her volunteer work (separate from her board work). She was also named one of the Top 50 Women in Business in the tri-counties for 2017 by the Pacific Coast Business Times.

Specialties: Jennifer has two distinct practice areas: employment law (mostly on the management side) and family law. When asked which she does more of and which she enjoys more, she comments, "My work in each field ebbs and flows, but it is pretty even, over time. I love them both. They keep me balanced and focused."

Quote: "Be yourself. Everyone else is already taken." —Unknown

Connect: Contact Jennifer at JDuffy@fmam.com or (805) 963-0755, or visit her website below!

member since october 2017

Ali Evans | Realtor & Broker Associate

BERKSHIRE HATHAWAY HOMESERVICES | WWW.ALIEVANSREALTY.COM
ALI@ALIEVANSREALTY.COM | (805) 980-8007

About: Ali acquired her Sales Person’s license in 2008, Broker’s license in 2010, and has been helping clients with real estate goals for the past 9 years. In 2016 Ali was honored to be selected as Keller William's Agent of the Year for the Santa Barbara and Montecito offices. She started her career as part of the team that successfully closed hundreds of millions in sold volume predominately in Montecito. Ali then joined a commercial investment and management firm and managed over 400,000 s.f. of high-profile real estate and now she is a successful Realtor at Berkshire Hathaway. Ali is deeply committed towards providing the highest standards of integrity, professionalism, responsiveness, and attention to detail. Relationships, trust, and open communication are at the core of her approach, and she is consistently a top producer. Ali attended UCSB and holds a Bachelors degree in both Business Economics and Political Science.

Specialties: Ali is a Realtor helping others with big goals. She works with clients on their path to home homeownership, during life transitions, and helps investors with analytics and returns. She also represents sellers with a comprehensive, full-service approach to achieve the best results possible. Ali's consistency, communication, and streamlined approach enable her to successfully navigate what can many times be an overwhelming process.  

Quote: “Creating clients for life, one transaction at a time."

Connect: Contact Ali at ali@alievansrealty.com or at (805) 980-8007, or visit her website below!

member since november 2017

Lisa James | Vice President - Commercial Relationship Manager

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About: Graduate of UCSB, Bachelor of Arts Degree, Law & Society. As a banking professional over the last 30 years, I have been passionate when it comes to business relationships, and enjoying my clients and prospects succeed and progress. I am continually expanding my network and knowledge base to be a resource and active partner to offer relevant and progressive solutions.

Over the years I have had the honor of partnering with many businesses and industry partners to help my clients by solving their problems, increasing their bottom line profitability and serving as a resource for their other related business needs by offering introductions into my network of trusted business professionals.

Specialties: Expertise lies in depository services, treasury management, international banking and foreign exchange services, merchant card services, commercial lines of credit, commercial credit cards, equipment financing, commercial real estate financing, SBA loans and much more.

Quote: "What is success? To laugh often and much; To win the respect of intelligent people and the affection of children; To earn the appreciation of honest critics and endure the betrayal of false friends; To appreciate beauty; To find the best in others; To leave the world a bit better, whether by a healthy child, a garden patch or a redeemed social condition; To know even one life has breathed easier because you have lived; That is to have succeeded." - Ralph Waldo Emerson

Connect: Contact Lisa at lisajames@umpquabank.com or at (805) 340-4977, or visit her website below!

MEMBER SINCE MARCH 2019

Austin Lampson | Senior Mortgage Consultant

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About: Austin’s 15 years in the mortgage industry began by assisting a successful producer in 2002. For the next five years, she worked under her and had the opportunity to experience a variety of client situations. Austin’s career began at Wells Fargo, and she later moved to Countrywide where she shifted to operations in 2007. It was in that role that she experienced the BofA/CHL merger, the drastic rate drop in 2009, as well as her transition into a Branch Operations Manager (AVP) for Bank of

America—all before she reached the age of 30.

On Q Financial gave her the opportunity and support to go into origination in 2011, and she moved forward with the process in 2012. For Austin, keeping her clients informed and being available for them are two cornerstones of her practice; she believes that clients should always know where they are in the process of a mortgage loan and that they should always be able to reach their Loan Officer should they have any questions. She has since expanded that belief into a team experience, and believes that responsible lending is one of the highest forms of community service. She feels honored to have reached the Top 1% of Originators* in America every year since 2015 and continually looks forward to helping her clients on their journey. 

Specialties: Austin's greatest skills are pipeline management, forward thinking, and creating an efficient process for mortgage loans.

Connect: Contact Austin at austin.lampson@onqfinancial.com or at (805) 335-8200, or visit her website below!

MEMBER SINCE OCTOBER 2017

Stacy McCrory | Retreat Guru & Special Event Planner

COOPERATIVE COPARENTING SOLUTIONS
STACYMCCRORY.COM | STACYMCCRORY@GMAIL.COM | (805) 896-4434

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About: Partners in love, work and play, Stacy and her husband, Mike McCrory have 25 years of experience in fun and adventure. She is a Licensed Marriage and Family Therapist who has been helping people improve their relationships for nearly two decades, while Mike has been active in the hospitality industry. Together, they share a passion building connection and community through unique experiences. They are determined to provide you and yours with a trip you'll never forget. They love Costa Rica and can’t wait to

share it with you!

Specialties: TwoCan Retreats is all about fun and adventure, family and community, reaching out, showing up, honoring that we are stronger together, and reaping the rewards that flow from there.

For us it’s all about connection and gratitude. We believe that connection to each other, our community and our environment — and being grateful for all of it — is the key to lifelong happiness and sustainability.

In keeping with this philosophy, at TwoCan Retreats our mission is to organize a variety of themed group retreats that enable our guests to share unique experiences and build connections with friends old and new, explore new places and enjoy incredible adventures in a wide range of interest areas, all while giving back and creating memories that last a lifetime.

Quote: “If you want to go fast go alone, but if you want to go far, go together.” - African Proverb

Connect: Contact Stacy at stacymccrory@gmail.com or at (805) 896-4434, or visit her website below!

MEMBER SINCE january 2019

Cristi Michelon Vasquez | Attorney

LAW OFFICE OF CRISTI MICHELON VASQUEz | WWW.MICHELONLAW.COM
CRISTI@MICHELONLAW.COM | (805) 882-2226

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About: Cristi Michelon Vasquez practices in the areas of business, real estate, landlord tenant, trust, probate and conservatorship litigation. Cristi is known for her strong client service skills, the clarity of her advice, and straightforward legal approach.

Cristi is a former President of Santa Barbara Women Lawyers, former Vice President of the
Santa Barbara Women Lawyers Foundation, and former affiliate governor to the Board of California Women

Lawyers, and Santa Barbara County Bar. Cristi is also past president and former board member to the Santa Barbara Rape Crisis Center and Women's Economic Ventures. She is a current board member for Coastal Housing Partnership.

Cristi received her law degree from Santa Barbara College of Law in 2001 and was admitted
to practice law in the State of California in May 2001. She was also admitted to practice
before the United States District Court, United States Court of Appeal, and the Supreme Court
of the United States.

Cristi is a member of the State Bar of California, the Santa Barbara County Bar Association,
Los Angeles County Bar Association, Santa Barbara Women Lawyers, and California Women
Lawyers.

Specialties: Cristi focuses her practice on assisting Business Owners, Real Estate Investors, Landlords, Trustees, Beneficiaries, Conservators, and Conservatees.

Quote: "Experience is what you get when you didn't get what you wanted."

Connect: Contact Cristi at cristi@michelonlaw.com or at (805) 882-2226, or visit her website below!

member since october 2017

Grace Neumann | Vice President

CHIVAROLI PREMIER INSURANCE SERVICES | WWW.CHIVAROLIPREMIER.COM
GRACEN@CHIVAROLI.COM | (805) 886-4598

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About: Grace Neumann is Vice President at Chivaroli Premier Insurance Services. She has more than 28 years of experience in providing asset protection consultation and insurance solutions for affluent clients.

Specialties: Grace has expertise in tailoring personal insurance for multimillion dollar estates, luxury automobiles, yachts and private watercraft, and rare collections.

Connect: Contact Grace at gracen@chivaroli.com or at (805) 886-4598, or visit her website below!

member since october 2017

Carola Nicholson | CPA & Partner

NICHOLSON & SCHWARTZ, CPAS | WWW.NICHOLSONSCHWARTZ.COM
CAROLA@NICHOLSONSCHWARTZ.COM | (805) 969-9662

About: Carola Nicholson is a Certified Public Accountant who moved to Santa Barbara in 1980. For 10 years, she worked in San Francisco at one of the largest accounting firms in the nation – Ernst & Young – in areas of international tax, biotech, high tech, and real estate.

Since 2000, Ms. Nicholson has built a private practice in Santa Barbara and founded Nicholson & Schwartz in 2004. She specializes in tax consulting and preparation for individuals, non-profits and corporations, with an emphasis on small business financial management.

Carola is a graduate of the University of California, Santa Barbara, and believes strongly in giving back to her community. She currently serves on the boards for the Santa Barbara Bowl Foundation, the Multimedia Arts and design Academy at Santa Barbara High and Earl Warren Showgrounds. Carola is also a past member of the Santa Barbara County Advisory Board on Alcohol and Drug Problems, Women’s Economic Ventures (WEV), Recording for the Blind & Dyslexic, the Santa Barbara Hispanic Chamber of Commerce, the Santa Barbara Symphony League and Children's Project.

Specialties: Carola specializes in small business consulting and tax planning and preparation, as well as individuals, corporations, and non-profits. Her areas of expertise are restaurants, real estate, small businesses, and professionals.

Quote: "Experience is something you can't buy but sometimes you pay a high price for. We are here to help you navigate the bumps."

Carola says that her favorite quote is from Albert Einstein: "Imagination is more important than knowledge."

Connect: Contact Carola at carola@nicholsonschwartz.com or at (805) 969-9662, or visit her website below!

member since october 2017

Susan Rodriguez | Senior Vice President

BROWN & BROWN INSURANCE SERVICES OF SANTA BARBARA, INC. 
www.linkedin.com/in/susanrodriguezcic
SRODRIGUEZ@BBOFCAL.COM | (805) 690-2606 

About: Susan has held a Fire and Casualty insurance license since 1980, holds a Life and Health license for the state of California (#0A26962), and is licensed to transact business in all 50 states. Additionally, she holds a Surplus Lines Broker's License in California. In 1987, she obtained the designation as a Certified Insurance Counselor (CIC) and has since become an accredited instructor with the California Department of Insurance for continuing education. In 2011, she obtained the designation of Construction Risk Insurance Specialist (CRIS). She attended the University of California Santa Barbara for Business Administration and Management.

She currently serves on the Board of Unity Shoppe, Coastal Housing Partnership, and Goleta Chamber of Commerce. She believes in giving back to the community in organizations where she feels passionate about their mission in the local community. 

Specialties: Susan focuses on middle market business owners with an emphasis on Workers' Compensation, "Management Liability" including Directors & Officers Liability, Employment Practices Liability, and Professional Liability. To Susan, it's not all about the price that you pay, but the words of the insurance contract that show the value. Susan reads forms and negotiates coverage with the underwriters on behalf of her clients.

Regarding Employee Benefits, Susan seeks to understand the employers' philosophy towards the benefits that they offer their employees. In this complex health care insurance era, Susan keeps abreast of the ever-changing regulations in order to keep her clients updated so that they can make informed decisions when selecting their employee benefit plans. 

Quote: "I love what I do, and I want to take the somewhat complex insurance issues and explain them so that my clients understand their insurance protection."

Connect: Contact Susan at srodriguez@bbofcal.com or at (805) 690-2606, or visit her LinkedIn profile below!

member since october 2017

Kristi Rothschild | Attorney & Partner

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About: Kristi began working in the legal industry in 1996 as a legal secretary and was inspired to attend law school. As a result, she has been a practicing lawyer since 2002. 

Her focus of practice is employment law. For Kristi, it's a very personal practice, sometimes as much as family law. She notes that we often define ourselves by our careers. It is how we introduce ourselves - by our title rather than our family structure. When something

happens in our workplace, it is deeply personal. Kristi's job is to help employees understand what is and what is not illegal and to help them move forward either way. In this way, she tries to make a positive difference each day. 

Specialties: Kristi handles class action wage and hour claims with anywhere from 10 to 100,000 employees. These are typically document and data-intensive matters. She challenges illegal practices and policies that have intended or unintended negative consequences on workers. 

In addition, she focuses on individual claims of discrimination and harassment which most often occur together. Most of her cases concern sex/gender, or gender identity discrimination or harassment. She also handles claims of religious discrimination, disability discrimination, age discrimination, and similar matters.

Quote: “Inspire someone to be inspired. It's the best compliment you can receive."

Connect: Contact Kristi at kristi@ralegal.com or at (805) 845-1190, or visit her website below!

member since november 2017

Jessica Sierra | President

sierra managed accounting service  | www.sierraservicesinc.com
JESSICA@SIERRASERVICESINC.COM | (805) 676-0806

About: As a graduate of the University of California, Santa Barbara and a native of the California Central Valley; Jessica began her professional career in the finance and management department of a boutique home health agency. After several years in Home Health Management and Ownership, she saw a need in the Small Business community for Back Office Accounting support. Shortly after having her first child, she started her own company, providing bookkeeping  support to small businesses and individuals. Today, the company has grown beyond traditional bookkeeping support, and provides personalized consulting on various levels; a testament to the personal approach she takes with each client. Jessica is a proud wife a mom of two young boys.

Specialties: Jessica's clients are typically closely or privately held companies who are in need of Accounting and Back Office support. She works with clients to determine the appropriate level of service. Some companies need to hand off Accounting functions all together, while others are looking for specific or interim bookkeeping support. With her customized, boutique approach, clients are able to improve business efficiencies by turning over as little or as much to her team.

Quote: “I am always doing that which I can not do, in order that I may learn how to do it.” - Pablo Picasso

Connect: Contact Jessica at jessica@sierraservicesinc.com or at (805) 676-0806, or visit her website below!

member since november 2017