Chairman of The Board and President
B.A. Economics, U. C. Santa Barbara 1973.

Stephen joined the firm in 1972 and specializes in wealth management and municipal bonds while overseeing all aspects of the firm’s operations. He also serves on the Board of Directors at Mid-State Bank & Trust and enjoys spending time with his wife Beverly and 3 children, playing tennis, and wine collecting.

Executive Assistant to Mr. Maguire

Chantal has worked exclusively with Mr. Maguire since she started the firm in 2003. She worked nine years in Napa, CA as a Registered Sales Assistant to a branch manager at Morgan Stanley Dean Witter, and then took nine years off to raise her children. She graduated from Montana State University at Billings in 1985 with a B.A. in Education. During her nine-year leave she has pursued a MasterÕs degree through U.C. Davis and Sonoma State University. She has lived in California since 1987, and resides in Orcutt with her husband Steve and 5 children.

Associate to Mr. Maguire