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Santa Barbara Wealth Management Team

Justin R. Anderson*, CFP®, CLU®, CRC®

CA Insurance Lic: 0E41721

Justin can be reached at: or 805-770-1352


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Justin Professional

Justin and his ensemble team at AmeriFlex® specialize in helping clients to navigate and plan for life's transitional financial events. Their practice focuses on comprehensive financial planning and assisting clients who are transitioning assets in retirement, divorce, inheritance or the sale of business. Justin strives to provide trustworthy and knowledgeable financial advice and to work protectively to help his clients achieve their financial goals.

Mr. Anderson attended UC Santa Barbara in 1997, and obtained his B.S. in Business/Economics, with an emphasis in accounting. He went on to acquire his CFP® accreditation from the American College. Justin is active in the Santa Barbara community where he previously instructed students in finance at SB City College. In addition, he participates in the UCSB Alumni Association, and the Financial Planning Association.

Justin says he is proud of "The collaborative spirit of the Ameriflex® team, which is essential for helping our clients reach their financial goals."

Justin Play

Birthplace: I was born in Pittsburgh, Pennsylvania, but later re-located to East Bay Area towns of San Ramon and Danville, California, and later, Newport Beach.

Favorite childhood memories: I dreamed of becoming a professional athlete, musician and later, a sports agent. Some of my favorite memories are of attending weekend soccer tournaments, family road trips and skiing in the winter.

Passions: I'm passionate about my family and being a great father to my two children. Most people are surprised that I'm a big coffee aficionado. I'm the official AmeriFlex® barista!

Family life: It's hectic and I love every minute of it!

Favorite quote: "It's amazing what you can accomplish if you do not care who gets the credit."

- President Harry S. Truman

Maxwell Phillips*

CA Insurance Lic: 0G26836

Maxwell can be reached at: or 805-770-1353

Partner/Wealth Manager

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Max Professional

Maxwell Phillips joined AmeriFlex® in 2005. He primarily works with clients who are facing transitional events - loss of loved one, change of career, sale of a home, sale of business, or other sudden windfalls. He enjoys helping clients make educated decisions for their financial well-being. He specializes in combining his personable communication style and advanced planning techniques, to provide clients with a financial road-map through retirement.

Max received his education at UC Santa Barbara where he majored in Economics. Max holds the following FINRA securities licenses: Series 6, 7, 63, 66, in addition to his California Life Insurance license. He is very close to completing on his Certified Financial Planner (CFP®) credential.

When asked about his clients Max says, "No two are alike and each day at AmeriFlex® is different, which makes my work enjoyable and challenging. It's rewarding to work with people and educate them on ways to achieve their goals. I'm honored and humbled by their trust in me."

Max Play

Birthplace: I was born in Sacramento, CA.

Favorite childhood memory: I loved summer vacations that I spent playing at the beach in Monterey and Carmel. I was a water bug when I was growing up.

Hobbies: As a child, I wanted to be a professional baseball player, but as an adult I've diversified my interests to include playing golf, hiking, going to the beach and traveling.

Passions: I love to snow ski; there is nothing like flying through deep powder on a sunny winter day! I also enjoy volunteering with First Tee®, a non-profit organization that teaches the game of golf to children, with an emphasis on sportsmanship and ethics - core competencies that will be useful throughout their life.

Family life: I recently got married and bought a home in the Santa Barbara area. I'm excited to set down roots in a community I love. Life is good.

Favorite quote: "We learn something from everyone who passes through our lives. Some lessons are painful, some are painless ... but all are priceless."

Hannah Buschbom*, CFP® and CDFATM

CA Insurance Lic: 0I05704

Hannah can be reached at: or 805-770-1356

Partner/Wealth Manager

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Hannah Professional

Hannah Buschbom CFP®, CDFA™ is a Partner and Wealth Advisor at AmeriFlex® Financial Services. She has over a decade of experience working in the financial services industry. Her specialty is working with people, especially women, during a significant life transition, such as retirement, sale of a business or real estate, change in marital status, or loss of a loved one.

She enjoys engaging clients cooperatively, to develop creative solutions to their often-complex scenarios together. This method, she says, leads to their preferred outcome– “My ultimate goal is to enable clients to be better educated, and in turn to make confident and informed decisions.”

In her search for connections to educate and serve her clients better, Hannah noticed a lack of a centralized way for women to establish and strengthen powerful relationships with other women business leaders in their communities. By Co-Founding The W Source, she helps female professionals tackle this challenge by providing a way for them to connect, engage, and grow their professional networks. She also leads the local chapter in Santa Barbara.

Hannah holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification – the gold standard for financial planning in the financial services industry. Also, Hannah noticed early-on in her career that those grappling with the complexities of divorce settlements could benefit from the help of a specialized, trusted advisor. Wanting to fill this void, she pursued and obtained her Certified Divorce Financial Analyst Designation®.

As a featured speaker, Hannah frequently shares her expertise with other female professionals. She has contributed to Barron’s Magazine, Financial Advisor magazine, Investment News, Financial Planning Magazine, and Wealth

In 2019, Hannah was named “Grassroots Champion of the Year” by Financial Services Institute (FSI). FSI advocates for a more business-friendly regulatory environment for independent financial services firms and independent financial advisors in Washington D.C. The award is given at the discretion of FSI.

Hannah Play

Birthplace: Mission Viejo, CA

Favorite childhood memory: My parents are both professors, so my favorite childhood memory was traveling around the world with my family.

Passions: I have a passion for helping others. In the past, I have spent much of my volunteer efforts with Team in Training, a sports endurance team that benefits the Leukemia & Lymphoma Society. I have served with them as Fundraising Captain and Sponsorship Director of a local 5k, the Goleta Lemon Run. In addition, I am currently an active member with the Santa Barbara chapter of Junior League.

Hobbies: I still love to travel, now mostly with my husband. We always come back with a new recipe to try. We love to host dinner parties featuring a unique recipe or food.

Personal life: In August of 2014, I married my best friend, Brett Buschbom in the US Virgin Islands. We enjoy spending time with our dog, Lily!

Favorite quote: "There's nothing to fear but fear itself ... and spiders."

- Unknown

Christian Snowden*, MBA

CA Insurance Lic: 0K32784

Christian can be reached at: or 805-770-1360

Financial Advisor

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Chris Professional

Christian Snowden specializes in working with AmeriFlex® clients who are in transition, such as those navigating career changes, business succession or retirement. His experience in running and working with small businesses provides insight into some of the challenges that successful people face while preparing for retirement. He began his financial career in the capital markets working in alternative investments in the managed futures space followed by more traditional investment management at UBS Financial Services, Inc. Prior to this, Mr. Snowden was national sales manager for his family business Snowden Vineyards in Napa Valley, California. He holds an MBA in Finance from The George L. Graziadio School of Business and Management at Pepperdine University, a Bachelor's degree in Microbiology from UCSB and holds FINRA Series 3, 7 and 66 licenses. Chris is also involved with the Clean Business Investment Summit/California Coast Venture Forum. Mr. Snowden is passionate about working with people and crafting solutions that help them reach their goals. He enjoys getting to use his technical background and people skills to educate his clients to build their financial confidence. His upbringing in his family's vineyard gave him "A farmer's outlook in life: humility, integrity, a collaborative work ethic, diligence and responsiveness to surrounding conditions, all of which translate to my work as financial planner."

He views his clients as "Smart, thoughtful people who appreciate the advice offered by AmeriFlex®. As for my colleagues, they are collaborative, highly motivated people who are constantly honing their professional skills in order to serve their customers."

Chris Play

Birthplace: Napa, California

Favorite childhood memories: I spent long, hot summer days on our family's ranch, swimming in the pool with friends and cousins. In the evening, we enjoyed BBQ dinners together.

Hobbies: Cycling and surfing are some of my favorite activities because they allow me to be outdoors.

Passions: I'm passionate about cooking and wine. My idea of a great time is sharing stories around the dinner table with friends.

Family life: I love spending time with my wife and young son.

Favorite quote: "Of what does the fish know of the river in which it swims its whole life?"

- Albert Einstein

Brett Weichbrod*, MBA

CA Insurance Lic: 0K32803

Brett Weichbrod can be reached at: or 805-618-1533

Wealth Manager

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Brett Professional

Brett is a graduate of the University of San Diego and earned his master’s in business, with a finance focus, from Pepperdine University. His experience includes over 6 years working for Pacific Investment Management Company (PIMCO), where he worked with institutional investors building fixed income portfolios and strategies. However, he began his career in Newport Beach at Canterbury Consulting, where he built an expertise in analyzing and providing recommendations within small corporate retirement plans and nonprofits. He holds a Series 7, 65, and 63.

For the past two years, Brett has enjoyed working as a wealth manager in the Santa Barbara area. During this time he has developed a passion for educating and working with individuals and nonprofit organizations alike. “Having grown up in the area it brings me great pride to work at AmeriFlex®, which offers both a strong reputation in the community and a strong desire to work hard and grow along with your clients. The team atmosphere brings a level of service and performance to clients that I have not seen before.”

Brett Play

Birthplace: I was born in Santa Barbara, but relocated to San Diego for college and lived in Newport Beach, CA for over a decade where I worked for several firms and completed my MBA.

Favorite childhood memory: Spending my summer vacations on the east coast with my grandparents, exploring museums, memorials, and other historical places at the nation’s capital.

Hobbies: Cycling has been a great activity of mine since I was a young teenager. Not only is it great exercise but it has always been a great outlet for my competitive nature.

Passions: Travelling and exploring the world. Getting to see how other people live and see unique places has always been a fascination for me.

Family life: My dog, Chloe.

Favorite Quote: “Twenty years from now you will be more disappointed by the things that you didn’t do than by the ones you did do.”

Justin T. Pollack*

CA Insurance Lic: 0C62863

Justin T. Pollack can be reached at: or 805.770.1358

Financial Advisor

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Brett Professional

Mr. Pollack specializes in retirement planning and income strategies. He designs retirement plans and investment advice solutions specific to each client's financial situation. Prior to joining AmeriFlex®, Mr. Pollack spent 15 years as a Financial Advisor and Branch Manager for AG Edwards and most recently Wedbush Securities.

Mr. Pollack earned his Bachelor's degree from UC Santa Barbara, where he majored in Sociology. Mr. Pollack holds the following FINRA securities licenses: Series, 7, 9, 10, 31 and 63 in addition to his California Life Insurance license.

When asked about his clients Justin replied, "Each client's situation is unique and I tailor each solution to meet that need, from retirement to college planning. My client relationships are built upon a foundation of trust, which is the cornerstone in developing life-long relationships."

Brett Play

Birthplace: I was born in Arcadia, CA but grew up in Apple Valley.

Favorite childhood memory: I loved to explore the wide open desert. I would spend hours with friends riding our BMX bikes with our only fear being an encounter with a snake!

Hobbies: I love to travel, hike, trail run, and go to the beach with my boys. I also look forward to coaching sports again with my two boys (I coached basketball at San Marcos High School for a number of years).

Passions: My passion is the great outdoors! I love backpacking with friends throughout the back country. My middle name, Thoreau, couldn't be more appropriate!

Family life: Married to my beautiful wife Ani, we have two boys, Jacob and Dylan and two Boxers, Bailey and Beau. We recently purchased our first home in Santa Barbara.

Favorite Quote: “If one advances confidently in the direction of his dreams, and endeavors to live the life which he has imagined, he will meet with a success unexpected in common hours.”
-Henry David Thoreau

Samantha D. Sennett, CFP®

CA Insurance License: 0B75476

Samantha can be reached at: or 805-957-9643

Wealth Manager*

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Samantha D. Sennett

Helping others achieve their financial goals is practically in Samantha's DNA. A 5th generation financial advisor, Sam learned the craft from her father and business partner, George G. Sennett. Partnering with small business owners, families growing their assets and individuals approaching or thriving in retirement, Sam has come to deeply value and appreciate the lifelong bonds that have formed as she and her clients have tied their financial growth and success together. When asked what she enjoys most about financial planning, Sam explains, "while clients may have similar goals such as retiring comfortably without outliving their assets or consciously developing a plan to save for a child’s higher education, each solution is as unique and varied as each client’s personality, family and background - I have so much respect and admiration for my amazing clients! I deeply value the trust that develops from getting to know my clients and their families on a personal level."

Sam brings over 22 years of experience and expertise in the areas of employee benefits, estate planning, and financial planning to the group. "I am thrilled to join the intelligent, forward thinking and supportive AmeriFlex® team and re-dedicate myself to the service of clients! As with investing, diversification is a key factor in positioning oneself for potential success and growth. By partnering and collaborating with the focused, mindful and strategic experts that comprise the AmeriFlex® team, both new and old clients will undoubtedly benefit tremendously from the diversity of best ideas generated by our team of dedicated professionals!"

A graduate of UC Davis, Ms. Sennett obtained her Bachelor of Arts in American Studies. Through the UC Santa Barbara Extension Program, she went on to obtain her CFP® CERTIFIED FINANCIAL PLANNER™ Professional designation in 2004. Sam holds the Series 6 and 63 FINRA securities licenses in addition to her California Life and Health Insurance License.

Samantha D. Sennett

Birthplace: I was born in the Bay Area, and grew up in San Mateo, California, but I have lived on The Mesa for over 16 years and consider Santa Barbara home.

Favorite childhood memory: Laughing with my parents and two sisters at our inside jokes across the dinner table, spending time with extended family on our friend’s farm in Wichita, Kansas and at my grandparents’ retirement beachfront home on Shelter Island, New York. A foul ball that plopped right into my serving of garlic fries at the Giants baseball game (okay, I’m still waiting for that one to happen) but my folks have had season tickets since I was in junior high!

Hobbies: I’m sporty. I was named the 1990 Girls Athlete of the Year at Aragon High School for four years lettering in three sports; volleyball, soccer and softball. I now enjoy running, yoga and classes at the gym. You name a sport, I’ve played it; from tennis, basketball, swimming, track - even inner tube water polo! One morning I’m coaching (read: assistant coaching) my daughter’s soccer and/or softball team, the next I’m high-fiving teammates on my own fun-loving coed soccer team.

Passions: Connection is everything to me. Whether it’s attending the Broadway Series shows in the front row of the Loge at the Granada Theater every season with my daughter, camping, hiking and backpacking all over our beautiful state of California, ziplining with my daughter on Catalina Island or drinking margaritas with my mom every year on her birthday (confession: we eat burgers and go to the movies sometimes, too), I do my best to stay present and cherish the little moments.

Family Life: Helping to guide the development of my wonderful, loving, 13-year-old daughter into a confident, amazing young woman. Watching my Labrador/Golden retriever mix, Charlie, chasing his "chuck-it ball" and splashing amongst the waves at the bottom of Shoreline Park.

Favorite quote: “If at first you don’t succeed, then skydiving definitely isn’t for you.”

- Steven Wright

Scott Teter

CA Insurance Lic: #0A2215

Scott can be reached at: or 805-879-7550

Wealth Manager

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Scott Teter

Scott Teter has been in the financial services industry since 1987. He continues devote his professional career to helping his clients address their investment and financial goals through a holistic approach all the while acting as a trusted Advisor. He collaborates with each client’s entire team of Advisors, including attorneys and CPA’s in order to create and implement a sound financial plan. Scott finds the collaborative team approach used at AmeriFlex® to be unique. “Our team offer solutions to individuals experiencing transitional life events.”

Scott holds a degree in Political Science with an emphasis in business from University of California at Santa Barbara. He currently holds FINRA Series 7, 63, 65 and 24 securities licenses including a California Life Insurance license.

In his spare time, Scott is an avid cyclist, surfer, skier, snowboarder and scuba diver. All sports he enjoys sharing with his three adult daughters. Scott looks forward to helping all of his clients achieve their preferred outcome.

Scott Teter

Birthplace: I was born in Menlo Park, CA and moved down to go to UCSB and never left.

Favorite childhood memory: Family Ski trips to Tahoe with my two older brothers and twin sister in the winter and camping trips to trinity lake in the summer.

Hobbies: Adrenalin sports - Skiing and snowboarding (I have been skiing since I was 3 years old. Road and mountain biking. Surfing, stand up paddling and scuba diving I love the ocean. Most recently I took up kiteboarding.

Passions: I am passionate about creating and preserving wealth for my clients. Knowing that I am helping them retire comfortably is very rewarding.

Family Life: My three beautiful daughters who have grown up to be successful, productive members of society is what I am most proud of.

Favorite quote: "Risk comes from not knowing what you're doing."

- Warren Buffett

Dawnielle Brownell

Dawnielle can be reached at: or 805-770-1357

Director of Operations

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Dawnielle Professional

As Director of Operations, Dawnielle Brownell is responsible for managing the operations team and the overall client experience at AmeriFlex®. Her main focus is to ensure our clients' needs are met in the most efficient way possible. She specializes in creatively troubleshooting problems should they arise. Overall, Dawnielle is passionate about improving the quality of life for AmeriFlex® clients by providing a stress-free experience while achieving their financial goals, freedom, and peace of mind.

Dawnielle received her bachelor's Degree from the California State University, Chico. She brings 8+ years of seasoned operational experience in the financial services industry to the AmeriFlex® team, and is currently pursuing her FINRA Series 7 and 66 securities licenses. Additionally, Dawnielle is also a member of several operational advisory boards focused on collaborating with our industry partners to improve their processes, to in turn allow us to provide the white glove service our clients have come to know and expect.

When asked about AmeriFlex®, she explains, "One of the many reasons I love working at AmeriFlex® is seeing our client’s dreams come to fruition as a result of the financial plan we have customized to fit their needs, goals, and lifestyle."

Dawnielle Play

Birthplace: Sacramento, CA

Favorite childhood memory: I always enjoyed our family trips to Lake Tahoe during the holidays, where my brother and I learned to ski and snowboard.

Hobbies: I play softball on a local recreation team. I also like to garden, hike and explore Santa Barbara with my dog - Penny Lane.

Passions: I have an endless desire to explore the beauty of foreign countries and to experience different cultures around the world.

Favorite quote: "If you fail to plan, you plan to fail."

Maria Vallejo-Meza*

CA Insurance Lic: 0L17322

Maria Vallejo-Meza can be reached at: or 805-770-1367

Client Services Manager

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Brett Professional

Maria Vallejo-Meza is part of a team responsible for providing unparalleled service to our valued clients. As the newest team member, Maria primarily supports the Retirement and Planning Department. She obtained an Associate of Arts degree from the Santa Barbara City College’s Scheinfeld Center for Entrepreneurship & Innovation. Prior to joining AmeriFlex®, Maria held a position at a local firm where she led an operations team and specializes in Retirement Education and Retirement Plan Due Diligence. Maria currently holds FINRA Series 6, 7 and 63 securities licenses.

When asked what motivates her most about coming to work at AmeriFlex®, Maria responded "I love helping clients reach their financial goals and learn new strategies in the process. The opportunity to learn and implement this knowledge both professionally and personally is rewarding."

Brett Play

Birthplace: I am a Santa Barbara native.

Favorite childhood memory: Playing baseball at Ortega Park with my dad and sisters.

Hobbies: I love hiking, playing with my nieces and nephews, and cooking with my adoring husband.

Passions: I am passionate about helping others and being an active member of my church. I am also passionate about keeping my Hispanic roots alive and do so by reading Spanish Poetry and engaging in various cultural activities.

Family life: I recently married my best friend!

Favorite Quote: “There is only one way to learn. It's through action. Everything you need to know you have learned through your journey.”
- Paulo Coelho

Katie Barbieri

Katie can be reached at: or 805-770-1362

Office Manager

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Katie Barbieri

Born and raised in Portland, OR, Katie is an Oregon State University graduate with a Bachelor of Science in Merchandising Management and Business Administration. 16 years of experience working for world-class companies such as Nordstrom, Nike and Estee Lauder has crystallized her devotion to client satisfaction and commitment to excellence. More recently, Ms. Barbieri has owned and operated a luxury, boutique skincare business in Montecito, CA in which she maintains a loyal following with her clientele.

When is comes to life at AmeriFlex, Katie carries on her thoughtful approach to working with others and strongly believes the daily disciplines absorbed in the financial work environment carry over to personal financial freedom.

Charlton Simons

Birth Place: Portland, OR

Favorite Childhood Memory: Too many! Long summer days at Canon Beach, cold winter nights at Mt. Hood and the smell of Daphne in spring.

Hobbies: I dance, snowboard, love walking and am usually at the beach with friends and family. I also enjoy design, architecture and refinishing furniture.

Passion: I am passionate about people and relationships. I believe helping others and giving back are very important principles to live by.

Family Life: My husband and I are proud Aunt and Uncle to our two nieces. I also love visiting my parents and childhood friends in Portland and sneaking away to visit my in-laws in Southern Brazil.

Favorite Quotes: “We have two ears and one mouth, so we can listen twice as much as we speak.”

- Epictetus

Affiliated Offices

Financial Transition Partners

Westlake Village, California

(818) 704-0001

Wellworth Financial

Ventura, California

(805) 692-4000

Monarch Wealth & Retirement Strategies

Woodland Hills, Los Angeles, California

(855) 529-4015

Santa Barbara Wealth Management Team

Justin HeadshotMax HeadshotHannah HeadshotChris HeadshotBrett WeichbrodJustin T. PollackSamantha D. SennettScott TeterDawnielle Brownell HeadshotMaria HeadshotKatie Barbieri

Contact Us Now

8:30 a.m. PST - 5:00 p.m. PST
3700 State Street
Suite #240
Santa Barbara, CA 93105
(805) 898-0893
(805) 898-0759
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