About
As a state Chartered Trust Company we are held to a high standard of fiscal stability and institutional longevity. Trusts last lifetimes and your trustee needs to be there for the duration. Santa Barbara Trust Company is specifically established to meet this need.
Experience
With decades of Trust and Financial experience our team is ready to handle the details and issues that your trust requires. Each family is unique, our Trust Company is ready to ensure that your goals are carried out.
Commitment to the community
As long-term members of our Santa Barbara Community, the Founders of Santa Barbara Trust Company know that it is up to all of us to make this community all that it can be. Whether it is the Arts, the environment, or Human Services. We are glad to put our shoulder to the wheel.
Independent
When you meet with Santa Barbara Trust Company you are meeting with a trust expert. We answer to our clients, not a remote decision structure that can take weeks for a decision.
Our Location in the heart of Santa Barbara symbolizes our deep commitment to our community and it’s heritage. Individually, our team members have served Santa Barbara Families and institutions for decades, support multiple nonprofits and local causes. As a stand-alone trust company we are stewards and protectors of your family, wealth and legacy.
Personnel
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Frank Tabar
Chief Operations Office
Chief Trust Officer
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Joe Weiland
Chief Executive Officer
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John Lorenz
Chief Financial Officer
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Arthur Swalley
Chief Investment Officer
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April Montoya
Administrative Services
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Dianne Duva
Investment Advisor
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Cody Makela
Investment Advisor
Contact us
Our Location in the heart of Santa Barbara symbolizes our deep commitment to our community and it’s heritage. Individually, our team members have served Santa Barbara Families and institutions for decades, support multiple nonprofits and local causes. As a stand-alone trust company we are stewards and protectors of your family, wealth and legacy.