3541 Old Conejo Road,
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives.
Financial Advisor; Business Owner
Brian Padrick is a financial advisor in Southern California who focuses on investment managment and financial planning to provide comprehensive wealth management for clients.
Jessica Anseth is a Financial Advisor at Cornerstone. She began working with Cornerstone in 2018 and has over 10 years’ experience in the banking industry. She attended California State University Northridge...
Steven Milbourn is a new addition to the Cornerstone team. With over 10 years of experience in the Multifamily Real Estate Industry, he has held roles in operations, accounting and financial reporting. As a native to...
Senior Office Administrator
Hi, I am Carol Morgan, and I wanted to introduce myself and let you know a little about me. I am a California native and live in Southern CA with my husband of over 32 years and my 2 children. I have over 36 years' experience in the...
CEO of Wealth Consulting Group
Jimmy is the Founder and CEO of The Wealth Consulting Group (WCG). He began his career in 1995 after graduating from college. He was self-employed from the very beginning and has grown WCG as an entrepreneur into a wealth management...
Chief Investment Officer
Trading Department Manager & Research Coordinator
Chief Compliance Officer
We are associated with two national firms that support to our local team, providing many "back office" services that free up our time to spend with you, our clients. This support ultimately benefits our clients because we have access to new investment options, best practices and technology that helps us better serve you through these two firms.
Learn more about our professional affiliations.