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aron Clark drives the vision, values, and direction of the firm. Helping clients pursue their dreams and witnessing the impact Monarch has on their lives is a powerful motivator for him. He has almost 20 years of industry experience a Master of Science in Personal Financial Planning, and is a CERTIFIED FINANCIAL PLANNER™. After serving on several nonprofit boards, he is currently involved with the Music Academy of the West. His greatest passions are world travel, tennis, and classical music.

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rian Johnson is responsible for designing and refining customized portfolios for clients of the firm. His primary focus is researching investment opportunities, as well as providing active monitoring and management of existing portfolios. Brian has a Bachelor of Arts in Business Economics and is an Accredited Investment Fiduciary^® professional. He began his wealth management career and played a critical role in the launch of the firm in 2008. Brian is a devoted husband who enjoys spending time with his family, bowling, reading novels, and being outdoors.

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tephanie DeWitt’s experience in financial services spans more than nearly four decades. She has helped investors navigate difficult market conditions and finds individualized solutions to help manage risk, protect assets, and build wealth. When not working on portfolios, she can be found hiking local trails, serving aces on the tennis court, or listening to her favorite podcasts.

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rene Timmons, CDFA^®,  has almost 20 years of experience providing outstanding service to clients in the financial services industry and understands the need to do whatever is necessary to help clients meet their goals. As an advisor, her primary focus is working closely with clients to craft and execute financial strategies to help pursue their life goals. Outside of work, she enjoys spending time with family and friends, being involved at church, and volunteering at the local rescue mission.

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rant S. Colin works alongside clients, guiding them on the path to their financial goals. Having worked in investment management since 2017, he has extensive experience in a variety of investment strategies, portfolio design, and financial planning. Grant is passionate about helping families navigate an increasingly complicated investment landscape, as well as providing peace of mind so clients can enjoy the wealth they worked so hard to build. Born and raised in Los Angeles, he is a UCLA graduate, holding a degree in Economics with a minor in Spanish. In his free time, Grant enjoys staying active—hiking, golfing, and playing basketball. He also enjoys singing and live music.

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icole Allen finds fulfillment by creating meaningful relationships with clients and empowering them to take control of their financial futures with honest and objective advice. She also takes pride in offering clients peace of mind by working for a fiduciary who prioritizes their interests, allowing her to take a purposeful approach to their overall financial situation. With her extensive experience as a former bank branch manager and operations manager, she works diligently to execute the firm’s objectives and goals. Additionally, Nicole served as the President of the Santa Barbara Young Professionals Club for nearly four years and was recognized as one of Pacific Coast Business Times’ top 40 under 40 in 2023. In her free time, she volunteers with local nonprofit organizations, is an active member of her church, enjoys horseback riding, and spends quality time with her husband and two children.

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manda Fox is responsible for optimizing office operations to deliver exceptional service to clientele. With over a decade of financial services experience, she plays a key role in ensuring technology and systems progress with the needs of clients and custodial partners. Before joining Monarch Wealth Strategies, Fox led operations, fostered client relationships, and coordinated compliance efforts within advisory wealth management firms in Los Angeles. She earned her Political Science degree at UCLA, where she was a member of the Division 1 Women’s Rowing team.

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aran Pannu takes pride in delivering unparalleled customer service while building an authentic relationship with his clients. He was raised in the Central Valley, where he graduated from California State University, Fresno with a Bachelor of Science in Business Administration with an option in Finance. Taran started his career in the banking industry, where he cultivated his passion for wealth management. In 2022, he joined Monarch Wealth Strategies and moved to the Central Coast as his vision aligned with the firm’s values. Taran loves to travel with his wife and spend time with his family and friends in the Central Valley.

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uan Ramos ensures a seamless experience through facilitating requests and providing administrative support to clients. With almost a decade of delivering exceptional client service, a passion of his is building meaningful relationships. As a Santa Barbara native, he is proud to be a trilingual first-generation college graduate with a Bachelor of Arts in Communication Studies. In his free time, Juan enjoys fishing at the Goleta Pier, bowling on a league team, and barbecuing with friends and family.

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harlene Asmann helps with client requests and takes pride in delivering exemplary service. A native of Southern California, who was raised on the Central Coast, she has an Associate’s degree from Allan Hancock Community College and has worked in financial services since 2017. Charlene is a drummer, singer, and dancer who enjoys contributing to her church as well as sketching, painting, and going to the theater.