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

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

Lived and worked on a dragon fruit farm in Maui
Has seen almost every season of Survivor
Completed a triathlon with a wetsuit on backwards
SCUBA dived with sharks, manta rays, and my wife

Tim Ryan

Senior Manager, Family Office Services

Raced in the largest collegiate bike race in the United States
Lived in Rome for four months in college
Won the Indiana University Pickleball Intramural Championship
Extremely scared of birds, more specifically, chickens

Connor Macho

Wealth Associate

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

Rode elephant to school
Drinks three cups of coffee a day
Featured on "Vietnam's Brainiest Kids", a national TV program
Family businesses include honey, coffee, durian and vegetable farms

Bob Tran

Family Office Accountant

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

Jun

Director of IT

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