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 farther north than Southern California

Mike Nozzarella, CFP®

Director of Wealth Management

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

Received a high five from Tim McGraw
Thinks pastel M&M’s taste better than the traditional ones
Hidden talent – professional gift wrapper
Loves to be by the water, not on the water

Erin Itkoe, CPA, CFP®

Director of Financial Planning

Enjoys creating sentimental and thought-provoking haikus
Loves to tell good dad jokes
Has been playing the drums since he was ten
Joined a bowling league in middle school

Trevor Scheid, CFP®

Wealth Advisor

Hasn't missed a USC football game since college graduation
Could eat sushi every day and never get tired of it
Loves to stay active and play sports
Graduated from Domino's Franchise Management School

Jim Meussner, CFP ®

Wealth Advisor

Once drove beside Jay Leno in his McLaren F1
Watched Kobe beat the Suns at the buzzer live at Staples
Addicted to cheap vintage sports cars
Can’t believe how much sugar and butter everything takes

Kai Xiong, CFA

Chief Investment Officer

One of her all-time favorite jobs was delivering pizza
Looked like Orphan Annie when she was young
First redhead in her family in three generations
Was a master of tetherball in elementary school

Corey Freeman, CPA

Director of Tax

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

Natalie Banasiak

Director of Client Services

Shareholder of the Green Bay Packers
Cal Poly Male Athlete of the year (2010)
Homebrew beer expert
Owner of a Will Ferrell-signed cowbell

Brian Romag, AIF®

Senior Operations and Investment Specialist

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


Director of IT

Contact Us