Hannah can be reached at:

Email: [email protected]
Direct Line: 805-770-1356

Hannah Buschbom is the Chief Transitional Wealth Planner at The AmeriFlex Group®, where she ensures that the firm, its clients, and partner advisors receive comprehensive Transitional Wealth Planning services. With over a decade of experience in the financial services industry, Hannah specializes in guiding individuals through significant life transitions, such as retirement, business or real estate transactions, changes in marital status, and the loss of a loved one.

Hannah’s career is marked by her dedication to providing clients with the knowledge and confidence to make informed decisions about their financial futures. “My ultimate goal is to enable clients to be better educated, and in turn to make confident and informed decisions,” she says.

Her comprehensive expertise is backed by her four professional designations, including the CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Private Wealth Advisor (CPWA®), Certified Divorce Financial Analyst (CDFA™), and Certified Financial Fiduciary (CFF®) certifications. These qualifications ensure that she is well-equipped to address a diverse range of financial challenges.

In her pursuit of better serving her clients, Hannah noticed a lack of a centralized way for women to establish and strengthen powerful relationships within their communities. This led her to co-found The W Source®, a platform dedicated to empowering female professionals to connect, engage, and grow their professional networks.

Hannah and her husband, Brett Buschbom, welcomed their daughter, Navy Buschbom, in March 2023. The family resides in Santa Barbara, California, where they enjoy the vibrant community and beautiful surroundings.

Diana can be reached at:

Email: [email protected]
Direct Line: 805-770-1354

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.”

Natalie can be reached at:

Email: [email protected]
Direct Line: 805-770-1457

Natalie double majored at UC Santa Barbara in Communication and Art History. She was driven to the communication major because of the many situations she experienced in which she believed the outcome could have been improved with clear and genuine communication. Improving communication in the workplace and with clients is the primary motivation for her active application of the skills she learned, as well as her continuing research in the field. Natalie also studied art history because of her lifelong passion for the arts. She is knowledgeable on a variety of artistic practices with a focus on contemporary and fiber art. Natalie won an excellence in writing award for her work on the generational quilting traditions of African Americans communities. Natalie now assists Hannah Buschbom with both AmeriFlex and The W Source. As Hannah’s First Impressions Manager, Natalie is responsible for office management and creating a personalized experience for every individual that comes our way. Natalie is excited for the opportunity to bring her experience and perspective to the table, and even more excited to learn everything and anything she can from the successful women around her. Natalie is a communication specialist with experience in interpersonal communication, group communication, corporate social responsibility, as well as Diversity, Equity, and Inclusion. Her goal is to make communication effective and efficient in all facets of her life.

Daniela can be reached at:

Email: [email protected]
Direct Line: 805-885-1680

Daniela holds a degree in Economics from UC Santa Barbara, and as a Premier Planner her primary responsibility is to provide tailored financial planning services to clients.

Drawing from her previous career as a professional equestrian, Daniela excels in working with clients to build actionable plans and set strategic goals. Her extensive experience in buying and selling horses, teaching, and rehabilitating equine athletes has equipped her with a unique perspective on client relationship management and goal development. Daniela finds great fulfillment in guiding clients through their financial journeys and helping them reach the milestones that matter most to them.