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24 E. Cota Street, Suite 200, Santa Barbara, CA 93101

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Your Team

At our firm, we have the client—and only the client—in mind.

As financial professionals, we have a deeply personal motivation for what we do. We've witnessed far too many individuals struggle to find the guidance they need to secure their financial future. Unfortunately, personal finance education is often overlooked in our school system, leaving many unprepared. While we believe this must change, our commitment remains steadfast—to leverage our expertise to empower people with the knowledge and strategies they need to achieve financial confidence and security.

At our firm, we have the client—and only the client—in mind.

Throughout our extensive years of experience, we have established a reputation for simplifying complex financial concepts in a straightforward manner, empowering individuals to take charge of their finances and reach their objectives without feeling overwhelmed. We carry a strong sense of accountability towards our community, and take pride in our ability to assist people in securing their financial future.

Let's meet your team.

Scott Ulves, CFP®, ChFC®

Scott Ulves, CFP®, ChFC®

Managing Director

Noel Trias, MSFS, AIF®

Noel Trias, MSFS, AIF®

Managing Director

Jim Holly, CPFA®

Jim Holly, CPFA

Financial Advisor

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.