SVP / Senior Trust Officer

Judy is a Santa Barbara native with over 35 years of financial industry expertise. Her local market knowledge and deep understanding of estate and fiduciary administration and taxes, has earned her an outstanding reputation in the community.

• Bachelor of Art Degree, Wellesley College
• Certified Financial Planner, (CFP^®)
• Cannon Financial Institute, Trust I, II, III and Graduate
• Board Member for Santa Barbara Meals on Wheels
• Past President of the Santa Barbara Estate Planning Council
• Past Board Member for Junior League of Santa Barbara and St. Cecilia Society
• Past and Current Participation in community involvement with the Dos Pueblos Charger Associate Athletic Booster Club, Domestic Violence Solutions, American Heart Association, Santa Barbara Meals on Wheels and Goleta Valley Softball Association