A place for us to show off our wonderful clients and all their hard work and successes.
Newly elected President of the Santa Barbara Trust for Historic Preservation, Cody Makela, partner Arlington Financial Advisors, makes family history. Cody and his father Craig Makela are the first father-son duo to both serve as president of the organization.
Santa Barbara Trust for Historic Preservation is a nonprofit organization that protects and supports historic places in Santa Barbara, ensuring those spaces and their stories can be shared with generations to come.
Courtney DeSoto, J.D. CLPF, NCG, TEP, owner of Channel Islands Fiduciary Group, pens opinion editorial, for Santa Barbara Lawyer, "Fiduciaries Serve to Protect."
Congratulations to Sarah Reznick for being named a Valley Women's Leadership Award Finalist from the Los Angeles Business Journal Valley Women's Leadership Symposium & Awards 2025.
Congratulations to Crista Hermance, Hermance Law, for being chosen as an "Alumni Spotlight" by San Diego State University Alumni Association.
You can see the spotlight here.
F.T. “Ted” Muegenburg, Jr., an attorney with deep roots in Ventura County and vast expertise in business, estate planning, and tax law, has been named chair for the Lowthorp Richards, LLP Estate Planning Practice Group.
https://www.vcba.org/wp-content/uploads/2025/10/NOVEMBER-Citations-2025_WEB.pdf
A round of applause to Pacific Coast Business Times for announcing Santa Barbara Trust Company, a new trust and fiduciary services firm, led by Frank Tabar and 100 % affiliated with Arlington Financial Advisors.
A new trust and fiduciary services firm, the Santa Barbara Trust Company, has opened its doors in downtown Santa Barbara, spearheaded by a team of financial services professionals with extensive ties to the community. It is headed by Frank Tabar, Chief Operating Officer, and is 100% affiliated with Arlington Financial Advisors.
Congratulations to Ted Muegenburg, chair of the Estate Planning Group, Lowthorp Richards, LLP, who penned an OpEd for Pacific Coast Business Times, "Changes in estate laws mean it's time to streamline your trust."
The Performing Arts Scholarship Foundation (PASF), a nonprofit committed to supporting classical music education through scholarships and community grants, has awarded $43,000 to eight local organizations that foster music and dance education for young people.
Photo caption: Members of the PASF Education Grant Committee. From left to right: PASF Vice President Dr. Marjorie Gies, PASF President Deborah Bertling, Noel Lucky-Ris, and Barbara Burger (not shown).
Fifteen years, four children, and countless service calls later, AirWorks has grown into one of the most trusted heating, cooling and plumbing companies in the region, with service teams spanning Camarillo, Ventura County, Los Angeles, Sacramento counties and beyond.
Danielle Brinkman-Mallare of Brinkman & Company, ACC, writes OpEd, "It's worth investing in a 401(k), especially in this volatile time," for Pacific Coast Business Times.
The National Association of Women Business Owners, Santa Barbara chapter (NAWBO-SB), presented the 11th Annual BRAVO Awards on May 1st at the Hilton Garden Inn in Goleta. The focus of the awards is to celebrate the achievements of outstanding women in the Santa Barbara community.
Proud to announce our client's cutting-edge ophthalmology medical technology Beyeonics One® filmed and interviewed on television FOX WJET Erie, Pennsylvania with medical doctor David RP Almeida MD, MBA, PhD.
Meghan K. Woodsome, an attorney at the premier, full-service Santa Barbara law firm Reicker, Pfau, Pyle & McRoy, LLP serving the Santa Barbara community and clients throughout California and the United States, has been named managing partner.
Pam Tanase writes OpEd, "From couch to community: The benefits of coworking spaces in the age of work-from-home" for Pacific Coast Business Times.
Roberto J. Duran, long-time financial planner based in Irvine, has joined forces with financial planners in Irvine, central and northern California, and Hawaii to form Prospera Succession Partners, a wealth advisory firm.
Congratulations to client Sergio Gonzalez OpEd "Navigating the recent surge of refinance activity: Is it the right move for you?"
Barry Kurtz, Chair of Lewitt Hackman's Franchise and Distribution Practice Group, was recognized as a Legal Visionary for the fourth year in a row by Los Angeles Times in Business of Law: Trends, Updates, Visionaries & The In-House Counsel Leadership Awards.
The non-profit Teacher’s Fund surpassed its fundraising goal during its annual Back to School Supplies Drive this year, raising more than $100,000 to buy classroom materials for Santa Barbara-area educators.
Arlington Financial Advisors has named an accomplished trust professional, Frank Tabar, to guide Strategic Business Development for the Santa Barbara-based firm.
