We're proud to be fee-only fiduciaries - that means we're always on your side. We hate high investment fees and love nerding out on tax plans. And we can't wait to meet you.
We're proud to be fee-only fiduciaries - that means we're always on your side. We hate high investment fees and love nerding out on tax plans. And we can't wait to meet you.
Chris rides his bike to work every day and loves the Santa Cruz lifestyle. As far as we know, there is nothing in his closet but Hawaiian shirts. He used to play professional soccer, and he helped found the Santa Cruz County FC Revolution - a non-profit premier youth soccer club working with underserved children in Santa Cruz County.
His favorite donuts are maple, even though he says he's trying to eat healthier.
"Carpe diem. Seize the day, boys. Make your lives extraordinary." - Robin Williams, Dead Poets Society
Learn how to speak Spanish.
Mohammed Ali – A man who backed up what he said and risked everything for what he believed in.
Walking on West Cliff or playing with my French bulldog Sunshine.
Disadvantaged kids, and sports.
I make killer mashed potatoes!
Sarah specializes in helping families save for college and retirement. She lives on the Westside with her husband, two teenagers, one dog, and two cats. Prior to joining Natural Bridges Financial Advisors, Sarah worked at a non-profit immersion learning center. She is a certified yoga teacher and enjoys practicing yoga and meditation at home. Sarah is dedicated to helping people live their best lives through good financial planning.
Sarah will eat a donut when pressed, but she is really a cookie monster.
Salvage the Bones by Jesmyn Ward
Travel to Machu Piccu.
Hiking, gardening, or reading a book
Racial Justice, Anti-Racism work, and Zero Waste living
I am a whiz at identifying dog breeds!
Amanda lives with her family in beautiful Orange County, and enjoys adventuring in the outdoors. With a background in accounting and finance, she has a nerdy obsession with spreadsheets (don’t judge!).
Her favorite donut has got to be maple bacon.
For a long time, I was just reading Winnie the Pooh and Charlotte's Web to my kiddos! When I had a chance to read something that was for me only, I re-read Pillars of the Earth by Ken Follett. The story covers 12th century families whose lives are intertwined over the course of decades and centers around one man’s drive to build a cathedral. I was so sad to say goodbye to the characters at the end of the book.
Farming with my family. Getting some animals and growing a garden and enjoying some adventuring with my family. Maybe kayaking with my girls when they’re big enough and boating to waterfalls together.
Around the dinner table or a board game sharing in stories with my family about how their day went and what plans we have for weekend adventures...
Education has been at the forefront of my mind for years. Through homeschool, we had an opportunity to pick grapefruits at a local farm to donate to the community cupboard with the 4-H group. Next month we’ll be donating our time for garden/clean up projects at our local elementary school.