Samantha Baldwin | Attorney


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 or at (805) 962-1930, or visit her website below!


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

Joy Bean | Realtor


About: Joy is a full-time real estate professional who possesses invaluable business acumen, marketing savvy, and a portfolio of experience in both residential and investment real estate spanning 25+ years. With expertise honed from previous years as an executive for two award-winning San Francisco-based advertising agencies, Joy excels at branding and product marketing as well as the complex negotiation nuances necessary for successful, smooth, trouble-free real estate transactions. At her core, Joy is an aggressive entrepreneur who works tirelessly for her clients. As a result, her clients attain the best prices and enjoy the peace of mind that comes with knowing their best interests come first.

Prior to teaming up with Sotheby’s International Realty, Joy was a partner for 10 years at Capital West Associates providing real estate investment consulting to high net-worth investors. Today, Joy brings to the table intelligent traditional and online marketing strategies—so important in today’s world of real estate—a powerful international and national sales network, and the utmost respect for her clients’ needs and goals. To add to her portfolio of business accomplishments, Joy also started her own business, Buy Design, in the home furnishings/design space to fill the unmet need for consumers to gain access to and buy from the professional design showrooms in San Francisco and that start-up business is still going today.

Joy is a proud fourth generation Californian and a mother of three children. She graduated with honors (Phi Beta Kappa) from UC Berkeley, and after post-graduate study at the Sorbonne in Paris, she began her career as a curator and corporate art consultant. Joy’s love for art, design and culture is mirrored in the architecture and lifestyle of Santa Barbara. Joy immerses herself in the many family-oriented, recreational and cultural opportunities of this wonderful city. She believes strongly in giving back to her community and is an active volunteer and supporter of the many organizations that make Santa Barbara such a special place. Joy is a longtime member of the Santa Barbara Museum of Art Women’s Board, served on the board of Santa Barbara Associates and she also gives of her time and resources to CASA, Make-A-Wish Foundation, The Food Bank, Ronald McDonald House, Loaves & Fishes and Master Gardeners.

Specialties: Time and again, Joy’s clients have expressed gratitude for the time and money saved through her efforts, and appreciation for her invaluable counsel and professional manner. There is no greater measure of success. To view letters from Joy’s client history:

Quote: “Trust is my number one priority, and trust can only be earned through hard work, honesty, and integrity.”

Connect: Contact Joy at or at (805) 895-1422!


CA DRE #925828

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

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.

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

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

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

Lisa James | Vice President - Commercial Relationship Manager


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

Over the years Lisa has had the honor of partnering with many businesses and industry partners to help her 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 her network of trusted business professionals.

Specialties: Lisa’s 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 or at (805) 340-4977, or visit her website below!


Austin Lampson | Licensed Mortgage Professional


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.

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) 869-7101, or visit her website below!


Kate MacNaughton | Director of Business Development


About: Kate studied Economics at the University of Reading in England and worked internationally for an investment bank for the first half of her career. After long term assignments in London, Singapore, and New York she relocated to Santa Barbara in 2009 where she started her family and a small business.

Inspired by their mission to ignite learning, Kate joined MOXI, The Wolf Museum of Exploration + Innovation in 2014 as one of the earliest employees. As part of the pre-opening team she helped secure the $27 million in philanthropic funds needed to build the museum. Upon successful completion of the capital campaign Kate launched the museum’s thriving membership program and created partnerships with local foundations and businesses.

Now serving as Director of Development for Women’s Economic Ventures, Kate’s focus is on building financial support for the economic empowerment women. As a former business owner herself she is thrilled to invest her time and energy with an organization that supports female entrepreneurs.

Specialties: Women’s Economic Ventures has been changing the face of business for 27 years with business training, loans and coaching. Kate’s specialty is development, in particular capital campaigns, annual fund development, major gifts, grant writing and reporting, stewardship, and membership programs.

Quote: It’s supposed to be hard. If it was easy, anyone would do it.

Connect: Contact Kate at or at (805) 908-0091, or visit her website below!


Kelly Marsh | Vice President/ California for Cornerstone Home Lending, Inc.

KMARSH@HOUSELOAN.COM | (805) 563-1100


About: Kelly Marsh, Vice President / California for Cornerstone Home Lending, Inc. has more than 20 years of experience in the mortgage industry. Her knowledge has been featured in the Santa Barbara News-Press and she’s been a guest on several podcasts and industry trade journals. Additionally, Kelly regularly facilitates seminars for real estate professionals. She is passionate about learning and growing as a person not only professionally but personally. Kelly strongly believes in the power of face to face client meetings. She loves working with people, and enjoys forming relationships with her clients built on trust, integrity and hard work.

Kelly leads a team of 12 highly-skilled and experienced team members. The systems Kelly has implemented in her business have led to some of the best and brightest coming to work with her. Kelly believes anything is possible with the right people on her team.

Specialties: With the support and resources of Cornerstone Home Lending, Inc. we are able to offer specialized programs to our clients, including Conventional, FHA, VA, Jumbo, and more. She has helped homeowners through her broad range of expertise and financial knowledge which includes Financial Market & Interest Rate Analysis, Cash Flow & Debt Analysis, Real Estate Equity Management, Real Estate Investment Planning and Mortgage, Real Estate Taxation Concepts and more. She also applies these real estate investment strategies when analyzing her client’s mortgage, debt and home equity strategy into their overall financial plan.

Quote: “I believe my team is my number 1 client. In order to have a world class client experience you must have a world class team." - Kelly Marsh

Connect: Contact Kelly at or at (805) 563-1100, or visit her website below!


1826 State Stree | Santa Barbara, California 93101 | Branch NMLS 1662683 CAFLL 60DBO75169 | CARMLA 41DBO-75170 | CAFLL 60DBO75169 | CARMLA 41DBO-75170

Licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act. Company NMLS 2258. Equal Housing Opportunity.

Stacy McCrory | Retreat Guru & Special Event Planner



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 or at (805) 896-4434, or visit her website below!

MEMBER SINCE january 2019

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

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

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

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

Kristi Rothschild | Attorney & Partner


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