VP / Senior Trust Officer CTFA®

Michele is dedicated to understanding the needs of her clients and fulfilling their intentions when administering agency and trust business. She brings 16 years of experience in wealth management in the areas of trust and estate planning, fiduciary services, charitable giving, tax and investment advisory services.

• Bachelor of Arts degree in Political Science and minor in Music from University of San Diego
• Personal Financial Planning Certificate from University of California Santa Barbara Extension
• Juris Doctor (JD) from Santa Clara University School of Law
• Certified Trust & Fiduciary Advisor (CTFA^®)
• Community Involvement: Member of the Santa Barbara County Bar, Estate Planning Council, Charitable Gift Planners, and Botanic Gardens
• Other Memberships: California Bar Association, American Bankers Association, California Society of Certified Public Accountants, American Society of Composers, Authors and Publishers
• Michele lives in Santa Barbara with her husband and enjoys time with her family
• Hobbies include musical composition on piano and guitar