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 with Monarch Wealth Strategies in Santa Barbara, CA. He holds a Series 66 designation and has 17 years of industry experience, including roles at LPL Financial and May Wealth Management Group. He has been with Monarch Wealth Strategies since 2018. Monarch Wealth Strategies is a registered investment adviser serving affluent individuals and families, trusts, pension plans, and broker-dealers. The firm manages approximately $463 million across about 390 client relationships, employing a mix of fundamental, technical, and third-party analysis along with tax-aware portfolio management.

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 at Monarch Wealth Strategies in Los Angeles, CA, holding Series 63 and Series 65 credentials with one year of industry experience. Prior to joining Monarch Wealth Strategies, she held roles at Wells Fargo Clearing and Wells Fargo Bank, N.A. She has also worked in academic and innovation settings, including at UCLA Extension and the Techno Tejarat Innovation Center. Monarch Wealth Strategies provides discretionary wealth management, financial planning, and investment consulting to affluent individuals, families, trusts, pension plans, and broker-dealers. The firm manages approximately $463 million across about 390 client relationships, employing a mix of fundamental, technical, and third-party analysis alongside tax-aware and strategic asset allocation practices.

Nicole Allen is a financial advisor with Monarch Wealth Strategies in Santa Barbara, CA, holding a Series 65 designation and four years of industry experience. She has worked at Monarch Wealth Strategies since 2019 and previously at Union Bank from 2017 to 2019. Prior to her financial services career, she spent four years at SF Puppy Prep. Monarch Wealth Strategies is a registered investment adviser that provides discretionary wealth management, financial planning, and investment consulting to affluent individuals, families, trusts, estates, pension and profit-sharing plans, and broker-dealers. The firm manages approximately $463 million across roughly 390 client relationships, utilizing a blend of fundamental, technical, and third-party analysis with strategic and tactical asset allocation and tax-aware services.

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.