Arlington Financial Advisors, LLC

Cody Makela is a CFP® with 15 years of industry experience. He has been with Arlington Financial Advisors, LLC since 2016 and previously worked at Purshe Kaplan Sterling Investments from 2016 to 2019. He operates out of Santa Barbara, CA, as part of an eight-advisor team. Arlington Financial Advisors provides discretionary portfolio management, financial planning, and retirement plan consulting to individuals, trusts, pension plans, and business entities. The firm emphasizes asset allocation, diversification, ESG analysis, and fundamental research in its investment process and operates a wrap fee program alongside an affiliated trust company.

Allison Meier is a CFP® professional with seven years of industry experience, currently serving at Arlington Financial Advisors, LLC. Prior to joining Arlington Financial Advisors in 2023, she worked at Bank of America and Merrill. Arlington Financial Advisors provides discretionary portfolio management, financial planning, and retirement plan consulting to individuals, trusts, pension plans, and business entities. The firm’s investment approach includes asset allocation, diversification, ESG analysis, fundamental valuation research, and manager evaluation as part of portfolio construction.

Arthur Swalley is a financial advisor at Arlington Financial Advisors, LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Arlington Financial Advisors since 2016. Swalley also serves as Chief Investment Officer of the affiliated Santa Barbara Trust Company. Arlington Financial Advisors provides discretionary portfolio management, financial planning, and retirement plan consulting for individuals, trusts, pension plans, and business entities. The firm’s investment approach includes asset allocation, diversification, ESG analysis, fundamental valuation research, and investment manager evaluation.

Dianne Duva is a CFP® and Series 66-registered financial advisor with Arlington Financial Advisors, LLC, where she has worked for 10 years. She has 26 years of industry experience. Arlington Financial Advisors is a team of eight advisors providing discretionary portfolio management, financial planning, and retirement plan consulting to individuals, trusts, pension plans, and businesses. The firm employs an investment approach focused on asset allocation, diversification, ESG analysis, fundamental valuation research, and manager evaluation, operating a wrap fee program and maintaining an affiliated trust company.

Michael Yang is a CFP® and holds a Series 65 license, with two years of industry experience. He has worked at Arlington Financial Advisors since 2021, following roles at Consolidated Electrical District and UC Santa Barbara. Arlington Financial Advisors is a team-based firm that provides discretionary portfolio management, financial planning, and retirement plan consulting to individuals, trusts, pension plans, and business entities. The firm uses a methodical investment process emphasizing asset allocation, diversification, ESG analysis, and fundamental valuation, and also operates an affiliated trust company.

John Lorenz is a financial advisor with Arlington Financial Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Arlington Financial Advisors since 2016 and previously worked at Purshe Kaplan Sterling Investments from 2016 to 2019. Outside of advisory work, he serves as Chief Financial Officer of the affiliated Santa Barbara Trust Company. Arlington Financial Advisors provides discretionary portfolio management, financial planning, and retirement plan consulting to individuals, trusts, pension plans, and business entities. The firm’s investment approach includes asset allocation, diversification, ESG analysis, fundamental valuation research, and investment manager evaluation, operating as a wrap fee program sponsor with an affiliated trust company.

Richard Hughes is a financial advisor at Arlington Financial Advisors, LLC in Santa Barbara, CA, with 29 years of industry experience. He has been with Arlington Financial Advisors since 2016 and holds the Series 63 and Series 65 designations. Arlington Financial Advisors provides discretionary portfolio management, financial planning, and retirement plan consulting to individuals, trusts, pension plans, and business entities. The firm’s investment approach includes asset allocation, diversification, ESG analysis, fundamental valuation research, and investment manager evaluation, and it operates a wrap fee program alongside an affiliated trust company.

Joseph Weiland is a CFP® professional with 29 years of industry experience, currently serving at Arlington Financial Advisors, LLC since 2016. He is also the Chief Executive Officer of the Santa Barbara Trust Company, an affiliated trust services firm. Arlington Financial Advisors is a team of eight advisors providing discretionary portfolio management, financial planning, and retirement plan consulting to individuals, trusts, pension plans, and business entities. The firm’s investment approach includes asset allocation, diversification, ESG analysis, and fundamental research, and it offers an affiliated trust company for client referral with independent audits when acting as trustee.