our Team
At Monarch Wealth Strategies, we take our dedication to teamwork seriously. As a result, you gain full, unfettered access to an entire team of experienced and thoughtful wealth management professionals.
Visit one of our offices in Santa Barbara, Santa Maria, or Los Angeles, and you’ll soon find every individual uses their diverse skill set and forward thinking to help you across varying generations, industries, and life stages.
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Aaron J. Clark
Founder & President
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Brian T. Johnson
Investment Manager & Wealth Advisor
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Nicole R. Allen
Chief Compliance Officer & Wealth Advisor
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Irene T. Timmons
Wealth Advisor
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Grant S. Colin
Wealth Advisor
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Louisa Y. Ho
Portfolio Analyst
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Lucas Poteet
Wealth Advisor Associate
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Charlene D. Asmann
Client Services Administrator
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Andy Maldonado
Client Services Administrator
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Lilian A. Montepeque Perez
Administrative Assistant
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Nicholas Cardona
Operations Manager
What will working with us look like for you?
You deserve a partner in your financial life. Our entire wealth management team is ready to come alongside you and your goals. Ready to learn more about working together?