TREMBLAY FINANCIAL SERVICES - Key Persons
Job Titles:
- Client Service Representative
Dylan Streett joined the Tremblay Financial team in June 2021 working as an intern while attending Willamette University where he played basketball and football. Upon graduation, he accepted a full-time position that began in June of 2022.
He was born and raised in Santa Barbara. He graduated from Willamette University in Salem, OR in May 2022 with a degree in Economics and minor in Business. He is excited to be working in his field of study.
In his free time, he enjoys golfing and going to the beach with friends.
Julia Coburn is a seasoned financial advisor with a remarkable career spanning 17 years. With her extensive expertise and specialization in working with women investors, she has become a trusted advocate for her clients' financial goals and aspirations.
Marcia was born and raised in Santa Barbara, CA. While at Tremblay Financial, Marcia does everything she can to help Tim, and learn more about the needs of our clients and the business. She works to help make things run more smoothly at TFS, their home, and when they travel. She also works with Tremblay Financials many business associates so that our many seminars go well.
Tim and Marcia have always striven to be a TEAM in their desire to help others achieve their financial goals. They have worked together to accomplish this for many years, long before Tremblay Financial Services was formed.
Outside of Tremblay, Marcia enjoys spending her time with her three grandchildren, doing a Bible study with her friends, traveling, cooking, walking on the beach with Tim, reading, and going to the Granada or Lobero Theater for a live performance.
Tim and Marcia have been married for 37 years. They have three children: Troy, Vanessa and Gisele, who is a student at Biola. They are grateful for the knowledgeable and helpful assistants who do so much to make Tremblay Financial a great place to come for financial services.
Meghan planted her roots in Santa Barbara in 2015 after making her way down the coast line from a small Washington town. She attended PIMA Medical Institute in Seattle, WA but has since decided to try her hand in the Financial Industry.
When Meghan is not home enjoying down time with her cats, she can be found sailing with her husband or finding her next outdoor adventure.
Job Titles:
- Advisor
- Financial Advisor With
Ryan Burnham - CCO, Chief Compliance Officer, COO, EVP
Job Titles:
- CCO
- Chief Compliance Officer
- Chief Operating Officer
- Executive Vice President
Ryan Burnham joined Tremblay Financial Services in October 2006. Mr. Burnham serves as Executive Vice President, Chief Operating Officer and Chief Compliance Officer for Tremblay Financial Services, and is responsible for the design, implementation and oversight of compliance, administrative and operational systems and functions. As OSJ Branch Manager, he is responsible for supervision of all representatives within the branch and acts as the primary liaison with all departments of their broker dealer.
Ryan Burnham offers advisory services through Centaurus Financial, Inc., a Registered Investment Advisor for residents of the following state(s): CA.
Job Titles:
- Digital Marketing Coordinator