Monarch Wealth Strategies

Lucas Poteet is a financial advisor at Monarch Wealth Strategies in Santa Barbara, CA, holding a Series 65 designation. He joined the firm in 2025 and has prior work experience at Raytheon and Miller Family Wine Company. Monarch Wealth Strategies provides discretionary wealth management, financial planning, and investment consulting to affluent individuals, families, trusts, and pension plans. The firm serves clients with at least $750,000 in investible assets, offering ongoing portfolio management combined with tailored planning services.

Brian Johnson is a financial advisor at Monarch Wealth Strategies in Santa Barbara, CA, with 17 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial LLC since 2008, as well as briefly at May Wealth Management Group in 2018. Johnson provides investment advisory services through Monarch Wealth Strategies, an independent Registered Investment Advisor. Monarch Wealth Strategies offers discretionary wealth management, financial planning, and investment consulting primarily to affluent individuals, families, trusts, and pension/profit-sharing plans. The firm combines ongoing portfolio management with tailored planning services, utilizing a range of investment vehicles and research methodologies.

Irene Timmons is a financial advisor at Monarch Wealth Strategies with 20 years of industry experience. She holds the Series 63 and Series 66 designations and has worked with Monarch Wealth Strategies since 2018, following a tenure at LPL Financial beginning in 2005. Monarch Wealth Strategies provides discretionary wealth management, financial planning, and investment consulting to affluent individuals, families, trusts, pension and profit-sharing plans, and brokerage customers. The firm focuses on clients with at least $750,000 in investible assets and employs a range of investment strategies including asset allocation, tax-loss harvesting, and use of mutual funds, ETFs, individual securities, and alternative instruments on a case-by-case basis.

Grant Colin is a financial advisor at Monarch Wealth Strategies with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Royal Alliance Associates, Inc. and SES Inc. Monarch Wealth Strategies provides discretionary wealth management, financial planning, and investment consulting primarily to affluent individuals, families, trusts, and pension plans. The firm employs a combination of fundamental and technical research to manage portfolios using mutual funds, ETFs, individual securities, and alternative investments on a case-by-case basis.

Fatemeh Ashouri is a financial advisor with Monarch Wealth Strategies in Los Angeles, holding Series 63 and Series 65 designations. She is part of a seven-advisor team at the firm. Monarch Wealth Strategies provides discretionary wealth management, financial planning, and investment consulting to affluent individuals and families, trusts and estates, pension and profit-sharing plans, and broker-dealers. The firm manages approximately $463 million for around 390 client relationships, using a combination of fundamental, technical, and third-party analysis alongside tax-aware portfolio strategies.

Nicole Allen is a financial advisor at Monarch Wealth Strategies with a Series 65 designation and three years of industry experience. She has worked at Monarch Wealth Strategies since 2019 and previously held positions at Union Bank and SF Puppy Prep. Monarch Wealth Strategies provides discretionary wealth management, financial planning, and investment consulting primarily to affluent individuals, families, trusts, and pension/profit-sharing plans. The firm focuses on ongoing portfolio management combined with tailored planning services and employs a variety of investment strategies including mutual funds, ETFs, individual securities, and alternative instruments on a case-by-case basis.

Aaron Clark is a CFP® with 22 years of experience in the financial services industry. He has worked at LPL Financial for 12 years, followed by a brief period at May Wealth Management Group, before joining Monarch Wealth Strategies in 2018. In addition to his advisory role, he is appointed as an insurance agent with various insurance companies. Monarch Wealth Strategies is a team of eight advisors providing discretionary wealth management, financial planning, and investment consulting to affluent individuals, families, trusts, and pension plans. The firm focuses on clients with at least $750,000 in investible assets and employs a combination of fundamental, technical, and third-party research to guide portfolio management and planning services.

Nga Ho is a financial advisor at Monarch Wealth Strategies with 19 years of industry experience. He holds a Series 65 designation and previously worked at PDV Financial Management for 21 years before joining Monarch in 2024. Monarch Wealth Strategies provides discretionary wealth management, financial planning, and investment consulting to affluent individuals, families, trusts, and institutional clients. The firm combines ongoing portfolio management with tailored planning services, utilizing a range of investment strategies and instruments.