Andrew joins Walpole Financial Advisors with 5 years of banking experience in Retail Banking and Private Wealth Management, including Trust Services.  Upon graduating from San Francisco State University with a Bachelor of Science in Kinesiology (Human Movement Studies) and a Certificate in Business, Andrew worked in banking while determining what direction to dedicate his interests.  Medicine had come first, however he found a love for all aspects of finance and financial services as it provides many opportunities, challenges and rewards.

 Andrew is currently a candidate for the Certified Financial Planning (CFP®) designation and has completed the requirements for the Professional Financial Planning Certificate, through the University of California, Santa Barbara.

 Born in Los Angeles and raised in Santa Barbara, Andrew continues to reside in Santa Barbara where he enjoys spending his spare time traveling, golfing, playing tennis, and spending time with family and friends.

From an early age, Jean Smith’s vocation was taking care of people. As such, she initially prepared herself for a career in nursing. She volunteered as a Candy Striper and attended Drake College’s nursing program. As we now know, destiny had other plans for Jean. Fate redirected Jean’s vocation from the field of physical health to financial health. In 1974, Jean’s entrepreneurial husband initiated the purchase of an accounting practice in Santa Barbara, CA. Jean ran the business with the simple premise of taking care of clients, very much as a nurse would take care of patients.

Client relationships flourished and Smith & Associates thrived. Along the way, Jean partnered with Marv Walpole to form Smith & Walpole. Under Jean’s instructions, taking care of clients remained the driving factor. Success continued. To keep the name short as the company added partners, it simply evolved into Walpole & Co. LLP. Today, the company Jean started over 30 years ago is a well-respected regional CPA firm serving its clients’ needs with an impressive range of services (see www.walpolecpa.com ).

Along with building a thriving business, Jean also raised a family, helped neighbors and involved herself in her community. Jean became an enrolled agent, a Certified Public Accountant, and a Certified Financial Planner. She attended SBCC, UCSB and the Master in Taxation program at Golden Gate University. Jean is a member of the Santa Barbara Estate Planning Council, and the Scholarship Foundation of Santa Barbara. In addition, Jean maintains a dynamic exercise routine. She occasionally travels to hike in the mountains which would not surprise those who know her boundless energy.

Jean, along with partner Kirk Stovesand, initiated the creation of Walpole Financial Advisors, LLC in response to clients’ request for financial services that would fit their needs (see Our Story ). Here again, and more than ever, Jean’s vocation for taking care of people shows.

While still in college, Kirk Stovesand started working for the company which grew into Walpole & Co., LLP. That combination of work and study continued once he joined the company as a full-time employee (and later, a partner). His solid knowledge and innovative insight are sought after by clients and colleagues alike.

Among his accomplishments, Kirk earned a BA in Business Economics from UCSB, a Master in Taxation from Golden Gate University, a Master Certificate in Global Business Management from George Washington University. Kirk is a Certified Public Accountant, Certified Financial Planner and a Personal Financial Specialist.

Kirk’s interest in finance and financial planning issues facing his clients was a main driver in the creation of Walpole Financial Advisors, LLC (see Our Story ). He helps clients make smart decisions about their money and focuses his time on clients' major concerns in the areas of wealth enhancement, wealth protection, wealth transfer and charitable giving.  In addition to his involvement with this company, Kirk is a Board Member for a local bank.

Kirk, his wife Donna and their two sons live in Ojai where they enjoy the laid back atmosphere. There, Kirk enjoys coaching and spending time with family.

Among Anita’s various interests, one common theme stands out: people. That interest coupled to her inclination to contribute led her to earn a BA in Psychology from UC Davis and Teaching Credentials from UCSB. Yet, the best expression of Anita’s interest in people has formed in the financial field, where Anita has a unique ability to hear people and translate their hopes and dreams into pragmatic elements.

Anita, a Certified Public Accountant, attended the accounting program at Montana State University, earned a Financial Planning certificate from UCSB and holds the Personal Financial Specialist credential from the American Institute of CPAs. Anita is also a member of the California Society of CPAs, Beta Alpha Psi National Accounting Fraternity, Wilding Art Museum, and The Santa Barbara Botanical Gardens.

Anita and her husband John lived in Bozeman, Montana, where they maintain roots and friendships. Both of them love the great outdoors and miss that great state. Yet, they feel at home backpacking in California’s Eastern Sierras. In addition to hiking, Anita enjoys playing the piano and swimming.

Anita joined Walpole Financial Advisors, LLC to further guide her clients along their financial path. Anita’s experience assisting her parents gives her an affinity and knack for helping clients with eldercare issues. Those who know her well admire her dedication to helping family, friends and clients.