James has enjoyed a career beginning in 1989. Throughout his over 30 years of experience, he has developed the philosophy that being a successful financial advisor isn’t only about numbers and graphs. It is about the trust garnered by actively listening to each client and helping them achieve their hopes, dreams and aspirations. James is a qualified PIM Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his or her own personalized or defined strategies, which may incorporate individual stocks and bonds and third-party investment strategies. When servicing clients through the firm’s Investment Advisory Program, a Portfolio Manager may manage his strategies on a discretionary basis.

A member of the Conejo Valley Cycling Club as well as the Ventura County Ducati Owners Club, James can often be found on two wheels along Southern California’s Pacific Coast Highway.

The PIM program is not designed for excessively traded or inactive accounts and is not appropriate for all investors. Please carefully review the Wells Fargo Advisors Financial Network advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.

CA Insurance License Number: 0D31235
Resident State CA

Drew is passionate about helping high-net-worth clients pursue their wealth management goals, whether these are professional, personal, or a combination of both. His focus is on developing tailored strategies to help clients pursue short- and long-term goals for a select group of high-net-worth individuals, their families, and their businesses. He earned a Bachelor’s of Arts Degree in English Literature from the University of California—Santa Cruz. A home-grown Camarillo product, Drew passionate about serving the families and businesses of Ventura County as well as its surrounding communities.

When out of the office, Drew enjoys spending time with his wife Leslie, and can often be found cycling, skiing, and rock climbing throughout the West Coast.

CA Insurance License Number: 0L47185
Resident State CA

For 30 years as a financial advisor, I have helped a select group of individuals, families, and businesses develop sound financial strategies by focusing on each individual's unique situation and specific goals. I utilize a flexible, customized planning approach with a foundation in listening to and understanding my client's goals and dreams, and create comprehensive wealth management strategies designed to allow my clients to thrive and succeed. With extensive experience, through multiple and complex market cycles, I specialize in portfolio design and management, retirement and income planning, estate planning strategies, IRA strategies, and risk management.

I began my career over 30 years ago as a Financial Advisor with American Express Financial Advisors, spent 12 years with Bank of America Investments and Merrill Lynch, joined Wells Fargo Advisors in 2009 and Wells Fargo Advisors Financial Network in 2024.

Away from the office, I enjoy spending time with my family, including my children and grandchildren. I have been an avid ice hockey player my entire life. I also enjoy snow skiing and playing tennis. I especially get a lot of enjoyment introducing these sports to my grandkids.

California Insurance License 0B43425
Resident State CA

With over 13 years of financial service industry experience, Christy is well versed in all aspects of client service and support. As the Client Associate at Ridgeline Private Wealth Management, Christy often acts as the primary point of contact for our clients, assisting them with account servicing and supporting them in their operational and service needs here with our practice. She finds great joy in helping others and loves to go that extra step to ensure that client needs are met.
 

Outside of work, Christy enjoys riding taking motorcycle trips with her husband, playing golf on the beautiful courses throughout Ventura County, and travelling to the many Disney parks around the world with her family.