Introducing Our Team!
Whether you’re a long-standing client familiar with our distinct approach or just discovering Painted Porch for the first time, we’re thrilled to pull back the curtain and introduce you to the dedicated individuals who embody our Help First philosophy every single day.
Our journey at Painted Porch began in 2019, and since then, our team has flourished. With each passing year, we’ve welcomed new faces, fresh energy, and innovative ideas that continually strengthen our commitment to you. Yet, through all the growth and evolution, one powerful thread connects us all: a unified passion for delivering exceptional work and unwavering support to our clients.
We believe it’s time you met (or re-met!) the incredible people who make Painted Porch what it is.
Leadership Video. For a little background and context, you’re invited to watch a brief video with Brian and Dana about Porch values, the hiring process, and the impact all of us at Porch are committed to delivering to our clients, team, and community.
Over the coming weeks and months, we’re excited to share a series of short, personal video and audio clips from across our team. These aren’t just professional profiles; they’re glimpses into the authentic voices and genuine motivations that drive each of us. You’ll find these stories unfolding across our blog, email updates, and social channels – a vibrant mosaic designed to put faces to names, share a bit of our unique personalities, and give you a more profound sense of the trusted partners behind your financial journey.
First to take the stage is Katie Newell!
Katie joined our Santa Barbara office in August 2025, bringing with her a wealth of experience from her previous roles at JPMorgan and Dimensional Fund Advisors. She holds a B.S. in Business and Economics from Lehigh University, an MBA from the University of Texas at Austin, and is a proud CERTIFIED FINANCIAL PLANNER™ professional.
Explore more of Katie’s insights and find out what really motivates her in this short video.
We genuinely hope you enjoy this unique opportunity to get to know the team—the thoughtful strategists, meticulous planners, and friendly voices who are always ready to answer your questions, manage your projects, and ensure everything runs seamlessly behind the scenes.
Stay tuned, as more introductions are just around the corner!
Would you like to learn more about the Help First process? Start your journey by clicking Let’s talk!
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