Kairos Wealth Partners

It’s never too early to begin thinking about leaving a legacy. We provide our clients personalized advice that’s consistent with their dreams and values — for today and tomorrow — and helps them pass on to their loved ones what’s important. It’s a personal and often complex process, but well worth the effort. With our experience in estate planning strategies and our exclusive Confident Retirement® approach, we help guide our clients through their options and learn how decisions could impact their entire financial situation.

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Team photo for Kairos Wealth Partners
Team photo for Kairos Wealth Partners

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Advisors

Advisor photo for Sean Blackwood

Sean Blackwood

APMA

Private Wealth Advisor

Visit Sean Blackwood's website
Advisor photo for Ryan Burke

Ryan Burke

BFA, APMA

Financial Advisor

Visit Ryan Burke's website
Advisor photo for Maria Tagliaferri

Maria Tagliaferri

APMA

Financial Advisor

Visit Maria Tagliaferri's website
Advisor photo for Melissa Oliver

Melissa Oliver

CFP®, APMA

Financial Advisor

Visit Melissa Oliver's website
Advisor photo for Ryan Mcnicholas

Ryan Mcnicholas

APMA

Financial Advisor

Visit Ryan Mcnicholas's website


Team

Christopher Weill, JD

Christopher Weill, JD

Operations Director,

Chief Operating Officer of Kairos Wealth Partners

Qualifications

  • University of CA, Geography Studies (Meteorology, Enviromental Science)
  • Licensed Real Estate Broker, CA
  • Juris Doctorate, Santa Barbara College of Law
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Anthony Minero

Anthony Minero

Investment Manager

Donna Nilson

Donna Nilson

Office Manager

Personal Intro

2001 - Present Kairos Wealth Partners, Office Manager, and Notary Public

Roles & Responsibilities

  • Manager, oversees all aspects of service to our clients and coordinates all schedules and events. She is the primary contact person for any service-related issues
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Jayne Farb

Jayne Farb

Client Service Specialist

Personal Intro

2012 to Present Client Service Specialist @ Kairos Wealth Partners

Qualifications

  • Joined our team in 2012

Roles & Responsibilities

  • responsible for ensuring all investment and insurance business is processed and funds are transferred in a timely manner. She opens new accounts and works in conjunction with our Home Office
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Matthew Minick

Matthew Minick

Financial Planning Analyst

Deana Littleton

Deana Littleton

Client Service Coordinator

Joseph Kiesel

Joseph Kiesel

Client Concierge

Nisha Boyle

Nisha Boyle

Client Service Coordinator