Carola Nicholson | CPA & Partner


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 or at (805) 969-9662, or visit her website below!

member since october 2017

Rachelle Barnier | CPA

RBARNIER@NHHCO.COM | (805) 966-1521

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 or at (805) 966-1521, or visit her website below!

member since November 2017

Gail Cooley | Realtor

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 or (805) 689-7767, or visit her website below!

member since october 2017

Sharon Cox | Money Coach


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 or (650) 722-2791, or visit her website below!

member since october 2017

Jennie K. Welsh | Mediator


About: Jennie K. Welsh is a member of the Santa Barbara Superior Court (CADRe) Mediation Panel with over 27 years of experience in civil litigation and mediation.

She offers mediation services for a wide variety of disputes including divorce & custody, wrongful termination, harassment & discrimination, personal injury, contract disputes, elder care issues, neighborhood and HOA disputes, and onsite workplace conflict resolution.

She is specially certified in divorce & custody mediation and opened her private practice in 2013. 

Ms. Welsh is committed to ensuring that mediation is an option for anyone going through the challenges of divorce. Toward this end, she offers sliding scale fees to families where needed. 

In addition to her private practice, she also serves as Special Settlement Master for the Santa Barbara Superior Court where she has volunteered to successfully resolve cases on a weekly basis since 2010. She is also former Supervising Mediator for the Santa Barbara Small Claims court.

Ms. Welsh is a graduate of the Law Office Study Program administered by the State Bar of California with extensive training in Alternative Dispute Resolution.

Specialties: Jennie offers mediation services for a wide variety of disputes including divorce & custody, wrongful termination, harassment & discrimination, personal injury, contract disputes, elder care issues, neighborhood and HOA disputes, and onsite workplace conflict resolution.

Quote: "Mediation is a passion for me which is continually renewed by the fact that it works. It’s hard not to love what you do when it provides such positive, even transformative results for those you serve."

Connect: Contact Jennie at or at (805) 259-8097, or visit her website below!

Member since october 2017

Austin Lampson | Senior Mortgage Consultant


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 or at (805) 335-8200, or visit her website below!

member since october 2017

Courtney DeSoto | Private Fiduciary


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 or at (805) 804-3131, or visit her website below!

member since october 2017

Susan Rodriguez | Senior Vice President

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 or at (805) 690-2606, or visit her LinkedIn profile below!

member since october 2017

Jennifer Duffy | Attorney


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 or (805) 963-0755, or visit her website below!

member since october 2017

Ali Evans | Realtor & Broker Associate


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 or at (805) 980-8007, or visit her website below!

member since november 2017

Kristen Blabey | Attorney

KMRB@PPPLAW.COM | (805) 962-0011 EXT. 161

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 or at (805) 962-0011 ext. 161, or visit her website below!

member since october 2017

Grace Neumann | Vice President

GRACEN@CHIVAROLI.COM | (805) 886-4598

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 or at (805) 886-4598, or visit her website below!

member since october 2017

Cristi Michelon Vasquez | Attorney


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

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 or at (805) 882-2226, or visit her website below!

member since october 2017

Hannah Buschbom | Financial Planner


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 or at (805) 898-0893 for a confidential consultation today!


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.

Kristi Rothschild | Attorney & Partner

KRISTI@RALEGAL.COM | (805) 845-1190

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 or at (805) 845-1190, or visit her website below!

member since november 2017

Jessica Sierra | President

sierra managed accounting service  |

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 or at (805) 676-0806, or visit her website below!

member since november 2017

Lauren Wideman | Attorney

LWIDEMAN@RPPMH.COM | (805) 966-3320

About: Lauren Wideman is a business attorney whose practice focuses on mergers and acquisitions, business ventures, intellectual property, and general contract and corporate matters.

Lauren also has experience in handling a wide range of civil litigation matters including business litigation, real estate litigation, and employment litigation, encompassing such diverse matters as business torts and breach of contract claims, wrongful termination and employment claims, trade secret disputes and privacy claims, telecommunications and media law issues, and taxation disputes with the Internal Revenue Service.

Lauren has represented a broad spectrum of clients, including small and large businesses and financial institutions, high net-worth individuals, non-profit organizations, television and print media, telecommunications and internet companies, and landowners.

Prior to joining Reicker, Pfau, Pyle & McRoy LLP, Lauren practiced with the law firms of Price, Postel and Parma, LLP in Santa Barbara, and Bingham McCutchen LLP in Washington, D.C. and Los Angeles.

Lauren received a B.S. in Advertising and a B.S. in Psychology from the University of Florida in 2006, and received her J.D. from the George Washington University Law School in 2009.

Lauren was admitted to the California Bar in 2012, prior to which she was also admitted to practice in Virginia, the District of Columbia, before the United States Tax Court, and the United States Court of Federal Claims.

Lauren is an active member of the Santa Barbara Community. She is the former President of the Santa Barbara Barristers and a member of the Santa Barbara County Bar Association. 

Specialties: Lauren Wideman is a business attorney whose practice focuses on mergers and acquisitions, business ventures, intellectual property, and general contract and corporate matters. 

Quote: “When you have exhausted all possibilities, remember this: You haven’t.”—Thomas Edison

Connect: Contact Lauren at or at (805) 966-3320, or visit her website below!

member since december 2017

Samantha Onnen | General Manager

SONNEN@SBAIRBUS.COM | (805) 964-7559

About: Samantha's journey to Airbus took a few roundabout turns. With a passion for travel and offering a warm welcome to everyone, Samantha first started in the hospitality industry. Samantha started her first job at a small Santa Barbara Inn at 16 and fell in love. This led her to studying Hospitality and Tourism Management at San Diego State University. After graduation she entered a management training program through Omni Hotels that eventually brought her to Texas. Samantha felt the calling for ocean and family and decided it was time to move back to Santa Barbara. Her one focus was to work for a company that had values and sound business practices. Nothing fit better than Santa Barbara Airbus. Much like moving back to Santa Barbara, Airbus was coming back home. Started in 1983 by Samantha's parents and their business partner, Airbus has been the perfect fit for Samantha. Samantha and her father, Eric Onnen, are currently working to pass on his knowledge to Samantha who will be overseeing day to day operations and helping to guide the company in her role as General Manager.

Specialties: Samantha does not have one specialty at Airbus, as with most small businesses each day is a different adventure. Samantha is currently working on developing and honing her leadership skills. Since taking her position in January 2018, Samantha has focused on building from Airbus's core values a strong foundation for employee, community, and customer relations.

Quote: "Behind every successful woman is a tribe of other successful women who have her back."
- Unknown

Connect: Contact Samantha at or at (805) 964-7559, or visit her website below!