Finance

Nicole Allen | Chief Compliance Officer & Wealth Advisor

MONARCH WEALTH STRATEGIES | WWW.MWSUS.COM
NICOLE@MWSUS.COM | (805) 564-0800

About: Before joining Monarch Wealth Strategies, Nicole Allen held leadership roles in lending, retail banking, and management for over a decade. Her desire to feel like she was making a real difference, beyond being a cog in the machine, led her to Monarch in 2019. Her wealth of knowledge in planning, the finance industry, and relationship management, and her ability to connect with and put clients first made her a natural fit for her dual role.

As her career evolved, Nicole gained insight into various functions of the firm, assisting in compliance activities, leading two large-scale and complex account migrations, and overseeing operations. In addition, her cross-departmental experience helps her better serve clients and provide a level of understanding and transparency in the planning process.

Her favorite part about working in financial planning and wealth management is nurturing meaningful connections and empowering clients to positively direct their financial futures with transparent, objective guidance. She also enjoys providing her clients with the peace of mind of working with a fiduciary-focused firm that puts their interests first and is unencumbered by conflicts of interest so she can focus on their total financial picture in a purposeful way.

Specialties: Nicole always seeks ways to stay connected to her local community and develop her skills to deepen client relationships, which is evident in her involvement with the Santa Barbara Young Professionals Club, as past president, serving as a committee member for the Teddy Bear Cancer Foundation and recognition on the Pacific Coast Business Times 2023 “40 Under 40” list.

Nicole has a natural ability to forge and develop meaningful connections, put clients first, and simultaneously manage multiple tasks and expectations. Having assisted in various areas of the firm, she has extensive insight into the onboarding, planning, and management processes. Nicole’s enthusiasm for learning allows her to absorb and apply new knowledge quickly while maintaining a high level of service and integrity in her work. She is also passionate about the planning process, organizing, and piecing together the interdependent details that position her clients for success.

Quote: “I’m grateful for the opportunity to engage in fulfilling work that allows me to impact our clients’ lives in meaningful ways and build lasting relationships that truly help to make a difference on their financial journeys.”

Connect: Contact Nicole at nicole@mwsus.com or at (805) 564-0800, or visit her website below!

MEMBER SINCE JANUARY 2023

Danielle Bolster | Second Vice President & Business Specialist

About: Having joined Northern Trust in 2019, Danielle has over 13 years of wealth management industry experience. Prior to joining Northern Trust, she was a Regional Sales Office Supervisor with Bank of New York Mellon. She graduated from Sonoma State University with a bachelor’s degree in Business Administration with a focus on marketing and has completed her CFP education requirements.

Specialties: As a Business Specialist for Northern Trust in Santa Barbara, Danielle collaborates with an extensive network of team members and external advisers to develop and implement comprehensive wealth management solutions for entrepreneurs, founders, philanthropists, business owners and executives. Danielle frequently works with individuals with assets in transition, such as from inheritance, retirement or divorce. Guiding individuals, families and foundations in their holistic investment and wealth planning. Danielle is responsible for assembling a team of advisors to help ensure that clients fully benefit from the comprehensive capabilities and individualized solutions Northern Trust provides.

Quote: “You miss 100% of the shots you don't take” — Wayne Gretzky

Connect: Contact Danielle at db405@ntrs.com or at (408) 656-6784, or visit her website below!

MEMBER SINCE March 2023

Hannah Buschbom | Wealth Advisor & Co-Founder of The W Source

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About: Hannah Buschbom CFP®, CDFA™, CFF® is a Wealth Advisor at The AmeriFlex Group. She has over a decade of experience working in the financial services industry. Her specialty is working with people, especially women, during a significant life transition, such as retirement, sale of a business or real estate, change in marital status, or loss of a loved one.

She enjoys engaging clients cooperatively, to develop creative solutions to their often-complex scenarios together. This method, she says, leads to their preferred outcome– “My ultimate goal is to enable clients to be better educated, and in turn to make confident and informed decisions.”

In her search for connections to educate and serve her clients better, Hannah noticed a lack of a centralized way for women to establish and strengthen powerful relationships with other women business leaders in their communities. By Co-Founding The W Source, she helps female professionals tackle this challenge by providing a way for them to connect, engage, and grow their professional networks.

Hannah holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification – the gold standard for financial planning in the financial services industry. Also, Hannah 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®. Finally, wanting to provide the highest standard of care for clients, she holds the Certified Financial Fiduciary designation.

As a featured speaker, Hannah frequently shares her expertise with other female professionals. She has contributed to Barron’s Magazine, Financial Advisor magazine, Investment News, Financial Planning Magazine, and Wealth Management.com.

In 2019, Hannah was named “Grassroots Champion of the Year” by Financial Services Institute (FSI). FSI advocates for a more business-friendly regulatory environment for independent financial services firms and independent financial advisors in Washington D.C. The award is given at the discretion of FSI.

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

Quote: “We can't direct the wind, but we can always adjust the sails.” — Unknown

Connect: Contact Hannah at Hannah@AmeriFlex.com or at (805) 770-1356 for a confidential consultation today!


MEMBER SINCE SEPTEMBER 2017
 

Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Investment advisory services offered through The AmeriFlex® Group, an Independent Registered Investment Advisor. Osaic Wealth, Inc is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth, Inc. Insurance is offered independent of Osaic Wealth, Inc.

Stefani Kohler | Wealth Advisor

About: Stefani has more than a decade of experience in the financial services industry, all with Mercer Advisors. She previously served as an investment operations supervisor, acting as a liaison between advisors and custodians and managing account maintenance and monetary movement for the company. Her desire to collaborate directly with clients led to her transition to client service. Stefani is passionate about assisting clients in achieving Economic Freedom™. She serves a diverse range of clients at various life stages, including young couples accumulating wealth, doctors approaching retirement, and widows planning their path forward after the loss of a lifelong partner. Stefani prioritizes her clients' most important goals, creating custom-tailored plans that help provide clarity and confidence about their financial future. Using a comprehensive approach that includes financial planning, proper asset allocation, and tax strategies, Stefani helps ensure her clients are set up for success in all aspects of their plan. Her deep care and commitment make her an excellent partner in financial decisions. Stefani graduated from the University of California, Santa Barbara where she received a bachelor's degree in psychology. Stefani is a CERTIFIED FINANCIAL PLANNER® professional and holds the FINRA Series 65 license

Specialties: Stefani walks in partnership with clients through difficult life events such as the death of a life-long partner. She is currently studying to become a Certified Divorce Financial Analyst through the Institute for Divorce Financial Analysts to help clients navigate divorce and see how a potential divorce settlement can impact their future financial plan. She delivers wealth management for women from the eyes of a woman.

Quote: “Do not save what is left after spending; instead spend what is left after saving.” – Warren Buffett

Connect: Contact Stefani at skohler@merceradvisors.com or at (805) 565-2559, or visit her website below!

MEMBER SINCE March 2025

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Natalie White | AmeriFlex Premier Concierge

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About: Natalie double majored at UC Santa Barbara in Communication and Art History. She was driven to the communication major because of the many situations she experienced in which she believed the outcome could have been improved with clear and genuine communication. Enhancing communication in the workplace and with clients is the primary motivation for her active application of the skills she learned, as well as her continuing research in the field. Natalie also studied art history because of her lifelong passion for the arts. She is knowledgeable in a variety of artistic practices with a focus on contemporary and fiber art. Natalie won an excellence in writing award for her work on the generational quilting traditions of African Americans communities.

Natalie now works works at The AmeriFlex Group as a part of the AmeriFlex Premier Concierge team.

Specialties: Natalie is a communication specialist with experience in interpersonal communication, group communication, corporate social responsibility, as well as Diversity, Equity, and Inclusion. Her goal is to make communication effective and efficient in all facets of her life.

Quote: “I had something I was trying to say and sometimes the message is an easy transmission and sometimes it's a difficult one but I love the power of saying it so I'm gonna do it whether it's hard or easy.” —Faith Ringgold

Connect: Contact Natalie at natalie.white@ameriflex.com or at (805) 770-1457 today!


MEMBER SINCE SEPTEMBER 2021

Natalie White is an assistant to Hannah Buschbom who offers securities offered through SagePoint Financial, Inc. (SPF) member FINRA/SIPC. Investment advisory services offered through The AmeriFlex® Group, an Independent Registered Investment Advisor. SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF. Insurance is offered independent of SPF.