Arlington Financial Advisors, LLC

Cody Makela is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Arlington Financial Advisors, LLC since 2016. He previously worked at Purshe Kaplan Sterling Investments and Wells Fargo Advisors Financial Network. Arlington Financial Advisors, LLC manages approximately $1.044 billion for around 548 clients, including individuals, trusts, retirement plans, and businesses. The firm offers discretionary asset management, standalone financial planning, and retirement plan consulting, emphasizing client-specific planning, ESG analysis, and strategic asset allocation.

Allison Meier is a CFP® and holds a Series 66 license with seven years of industry experience. She currently works at Arlington Financial Advisors, LLC, where she has been since 2023. Prior to that, she held roles at Bank of America and Merrill Lynch. Arlington Financial Advisors, LLC serves individuals, trusts, retirement plans, and businesses, managing over $1 billion in assets with a team of eight advisors. The firm offers discretionary asset management, standalone financial planning, and retirement plan consulting, emphasizing client-specific planning, ESG analysis, and diversified portfolio construction.

Arthur Swalley is a financial advisor with Arlington Financial Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and Wells Fargo Advisors Financial Network LLC. He also serves as Chief Investment Officer for the Santa Barbara Trust Company, an affiliated trust company. Arlington Financial Advisors, LLC manages approximately $1.044 billion for around 548 clients, including individuals, trusts, retirement plans, and businesses. The firm offers discretionary asset management, standalone financial planning, and retirement plan consulting, employing strategies such as ESG analysis, fundamental indexing, and strategic asset allocation.

Dianne Duva is a CFP® with 25 years of experience in financial advising. She has worked at Arlington Financial Advisors, LLC since 2016 and previously spent six years at Wells Fargo Advisors Financial Network LLC. Duva is based in Santa Barbara, CA, and holds a Series 66 license. Arlington Financial Advisors, LLC serves individuals, trusts, retirement plans, and businesses, managing over $1 billion in client assets with a team of eight advisors. The firm provides discretionary asset management, standalone financial planning, and retirement plan consulting, emphasizing client-specific planning, ESG analysis, and strategic asset allocation.

Michael Yang is a CFP® and holds a Series 65 license with two years of industry experience. He has been with Arlington Financial Advisors, LLC since 2021. Prior to joining Arlington, he worked at Consolidated Electrical District and held various roles at UC Santa Barbara. Arlington Financial Advisors, LLC serves individuals, trusts, retirement plans, and businesses, managing over $1 billion across approximately 548 clients. The firm offers discretionary asset management, financial planning, and retirement plan consulting, using strategies such as ESG analysis, fundamental indexing, and strategic asset allocation. Arlington also operates an affiliated trust company and sponsors a wrap fee program.

John Lorenz is a financial advisor at Arlington Financial Advisors, LLC in Santa Barbara, CA, with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Purshe Kaplan Sterling Investments and Wells Fargo Advisors Financial Network LLC. Additionally, he serves as Chief Financial Officer of the Santa Barbara Trust Company, an affiliated trust company. Arlington Financial Advisors serves individuals, trusts, retirement plans, and businesses, managing approximately $1.044 billion for about 548 clients with a team of eight advisors. The firm offers discretionary asset management, standalone financial planning, and retirement plan consulting, and operates as a sponsor of a wrap fee program.

Richard Hughes is a financial advisor at Arlington Financial Advisors, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Arlington Financial Advisors since 2016, following six years at Wells Fargo Advisors Financial Network LLC. Arlington Financial Advisors, LLC serves individuals, trusts, retirement plans, and businesses, managing over $1 billion in assets for approximately 548 clients through a team of eight advisors. The firm offers discretionary asset management, financial planning, and retirement plan consulting, utilizing ESG analysis, fundamental valuation, and strategic asset allocation in its investment approach.

Joseph Weiland is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Arlington Financial Advisors, LLC since 2016. Prior to this, he worked for six years at Wells Fargo Advisors Financial Network LLC. He is also the Chief Executive Officer of the Santa Barbara Trust Company, an affiliated trust company. Arlington Financial Advisors, LLC manages approximately $1.044 billion for about 548 clients, including individuals, trusts, retirement plans, and businesses. The firm offers discretionary asset management, financial planning, and retirement plan consulting, with a focus on client-specific planning, ESG analysis, and strategic asset allocation, supported by its affiliated trust company.