Contact Us

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G. Stephen McAbee

Branch Manager

Senior Vice President/Investments

Phone: (805) 238-6640
Fax: (805) 238-6321
E-mail: 



Cindy Bergin

Vice President/Investments

Phone: (805) 238-6690
Fax: (805) 238-6321
E-mail:


Sheri Leveille, CFP®

Associate Vice President/Investments

Phone: (805) 238-6670
Fax: (805) 238-6321
E-mail:


Craig S. Bonelli, Jr.

Vice President/Investments

Phone: (805) 238-6650
Fax: (805) 238-6321
E-mail: