Who We Are

You may not be able to choose your family, but we handpicked ours.

Is the queen of packing light and lords it over others
Was hugged by Bono and is not over it yet
Once ate nothing but papayas for a whole week
Has a thing for ducks and used to have a pet one

Laura Tarbox, CFP®

Founder and CEO

Worked every station at McDonald's
Wasn’t even cool when he rode a motorcycle in college
Buys a pastry and coffee from Rose's Bakery daily
Refuses to live further north than Southern California

Mike Nozzarella, CFP®

Chief Investment Officer

Is testing the theory that M&Ms are perfect pre-workout supplement
Still likes to color with crayons
Picked over 15,000 pounds of blueberries in one summer
Wore wooden shoes and danced Klompen every spring in high school

Mary Sigler, CFA

Chief Operating Officer and Compliance Officer

Owned a chameleon in college
Enjoys woodworking-- most recently built a record cabinet
Coached and swam competitively until age 19
Loves to cook

James Egerstrom, CFP®

Wealth Planner

Can juggle
Most magical place she's been is the Havasupai Indian Reservation
Eats an apple a day
Has backpacked through the Lost Coast

Emily Balmages, CFP®

Wealth Planner

Performed a choreographed dance at his wedding
Was the musical director of his high school a cappella group
Enjoys boxing in his free time
Is a die hard Red Sox fan (and has been since before they broke the curse)

Aaron Stolpen, Esq.

Portfolio Manager

Was part of the "Pink Ladies"
Is a tri-citizen
Loves to organize
Got stung by a bee on her tongue once

Natalie Banasiak

Client Services Manager

Always saves the day
A man of few words
Everyone’s favorite
A complete mystery to all

Jun

Director of IT

Loves Halloween! Let’s get scared, dress weird, and eat candy!
Total high school nerd - lettered in Marching Band
Participated in running of the bulls, hiked the Great Wall - what's next?
Worst job involved crashing a customer's car when working as a valet in college

Isabella Gonzalez

Office Concierge

The Sun Devil is in the details
Appreciates a good poke bowl
Loves to argue about geopolitical events but not too opinionated
Total numbers person but can hold a conversation too
Nerdy

Coming Soon- Could this be you?

Tax Strategist, CPA

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