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Santa Barbara Uptown 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

Diana Heu*, MBA

CA Insurance Lic: 0H10202

Diana can be reached at: or 805-770-1354

Partner/Wealth Manager

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Diana Professional

Diana Heu is responsible for the overall management of a group of high net worth clientele, which includes financial/retirement planning, asset management and durable income strategies. She is also the OSJ Delegate, primarily responsible for compliance and supervisory tasks within the branch and satellite offices and serves as the Acting Chief Information Officer for AmeriFlex®. Ms. Heu received dual Associate Degrees in Economics and Business Administration from Santa Barbara City College and a BA in Business Management from The University of Phoenix. She went on to obtain an MBA in Financial Planning from California Lutheran University in Thousand Oaks, California. Prior to her tenure with AmeriFlex®, Ms. Heu acquired over fifteen years of experience working in the medical manufacturing and engineering fields, where she gained expertise in quality and configuration management, auditing and process improvements. Ms. Heu currently holds FINRA Series 24, 7 and 66 securities licenses including a California Life and Health Insurance license and is also a California Notary Public.

When asked about what makes AmeriFlex® a great company, Diana is quick to point out that "It's a place where all team members are encouraged, empowered and supported in their professional growth. We pride ourselves in providing our clients with superior service by combining old fashion service with technology. I love to listen to my clients' stories, goals and aspirations, and helping them achieve their financial goals."

Diana Play

Birthplace: I was born in Thailand, but grew up in Santa Barbara County and consider Santa Barbara my home town.

Favorite childhood memory: I lived in Isla Vista as a child and remember it to be a quiet little beach town. I would ride my bike with friends down to the store where I could buy ice cream cones for 15 cents, roll down the hill in the park or swim at the beach and play without a care in the world!

Hobbies: I love to play tennis, golf, hike, go bowling and relax over coffee at the local marketplace near my home.

Passions: I love movies, especially ones that I attend with my children. My interests range from The Lion King to The Matrix. It's fun to unleash my inner film critic and discuss a new release with family and friends.

Family life: I enjoy attending my children's sport events and traveling to new places.

Favorite quote: "If you can dream it, you can do it."

- Walt Disney

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

Financial Planner

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Hannah Professional

Hannah is a partner and part of the financial planning team at AmeriFlex®. 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®. Wishing to continue her professional education and expand her knowledge base to better assist individuals experiencing transitional events, Hannah worked to acquire the CERTIFIED FINANCIAL PLANNERTM (CFP®) certification. She enjoys engaging clients cooperatively, to develop creative solutions to their often complex scenarios together. This method, she says, leads to preferred outcomes – “My ultimate goal is to enable clients to be better educated, and in turn to make confident and informed decisions.”

Hannah is a graduate of Westmont College, where she earned a Bachelor’s degree in Economics and Business. She holds FINRA series 7 and 66 securities licenses and has her California Life & Health insurance license.

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

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

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.”

Jesse Kurrasch*, CFP®, RICP®

CA Insurance Lic: 0I60746

Jesse can be reached at: or 805-770-1359

Financial Planner

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Jesse Professional

As a member of the AmeriFlex® Financial Planning team, Jesse Kurrasch works directly with clients to help them answer some of their most challenging financial questions. In order to better address the needs of his clients, Jesse pursued and earned his CFP® CERTIFIED FINANCIAL PLANNER™ Professional designation, as well as the RICP® Retirement Income Certified Professional® designation, providing him with extensive background knowledge on the subject of retirement planning. While he is passionate about finance and investing, Jesse remarked that it is the clients, not the numbers that bring him the greatest satisfaction. As he sees it, "We are in the business of helping people. It's the work we do with our clients each day that keeps me coming back for more."

Jesse received his Bachelor's degree in the History of Public Policy from the University of California, Santa Barbara, where he cultivated a curiosity and enthusiasm for finance. He holds FINRA Series 7 and 66 securities licenses and has his California Life & Health Insurance License.

Jesse Play

Birthplace: Long Beach, CA

Favorite childhood memory: Growing up in Long Beach, we had more parks per square mile than any other city in Los Angeles. My friends and I would build dirt jumps for our BMX bikes at the parks every day after school. Needless to say, my love of two wheels started when I was young.

Hobbies: Anything with two wheels has always fascinated me. I grew up racing bikes, and as I got older transitioned into motocross. I also enjoy hiking, surfing, diving, and occasionally a quick game of racquetball.

Passions: The outdoors and any activities within them. I love to get out of the city and head to the mountains for a ski trip, an epic hike, or a long mountain bike descent. I'm also passionate about traveling and exploring new parts of the world - every new place brings its own lessons and perspective to life that I find invaluable.

Favorite quote: "I do not think that there is any other quality so essential to success of any kind as the quality of perseverance. It overcomes almost everything, even nature."

- John D. Rockefeller

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

Marshall C. Moua

CA Insurance Lic: 0M17662

Marshall can be reached at: or 805-770-1350

Registered Assistant

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Marshall C. Moua

Marshall Moua is responsible for opening and maintaining client accounts as well as performing financial plan updates. He assists with the day to day operations of the branch office. Marshall has an extensive background in organization, time management and customer service where he developed during most of his college years working in the restaurant industry.

Marshall is a graduate of Cal Poly Pomona where he received his Bachelor’s degree in Finance, Real Estate and Law. Marshall currently holds a FINRA Series 7 and 66 securities licenses and a California Life Insurance license.

Marshall C. Moua

Birthplace: Santa Barbara, California

Favorite childhood memory: I remember during Christmas time I would spend a couple of days with my cousins that I did not see very often. We would stay up all night watching Disney movies or even scary movies in the living room all bunched up together.

Hobbies: During my free time, I like to catch up with old friends, go to the beach, exercise at the gym, play football with friends and try new places to eat. I also like to train and prepare for running events like the Spartan Race or Tough Mudder.

Passions: I love to exercise and keep my body in good physical condition. It allows me to make good habits of anything by setting goals and being able to accomplish them.

Family life: I am the oldest of 3 boys. I set the bar pretty high

Favorite quotes: “I fear not the man who has practiced 10,000 kicks once, but I fear the man who has practiced one kick 10,000 times.”

- Bruce Lee

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 Uptown Wealth Management Team

Justin HeadshotDiana HeadshotMax HeadshotHannah HeadshotChris HeadshotJustin T. PollackBrett WeichbrodJesse HeadshotDawnielle Brownell HeadshotMaria HeadshotMarshall C. Moua

Contact Us Now Santa Barbara Uptown

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3700 State Street
Suite #310
Santa Barbara, CA 93105
(805) 898-0893
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