Meet Our Team

At our firm, we have the client—and only the client—in mind.

At our firm, we have the client—and only the client—in mind.

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. 

Your Local Team

Brian Padrick, CFP®

Financial Advisor; Business Owner

(805) 499-5700

A Southern California native, Brian Padrick enjoyed growing up in the Conejo Valley and went to Oak Park High School. Although both his parents worked, they still struggled financially from time to time, and Brian’s father continued to work into his 70s instead of enjoying a comfortable retirement. When his father told Brian to save and invest to have an enjoyable life, he took the advice to heart and it shaped his future.

After graduating cum laude from UCLA in 1993, Brian quickly took an interest in investing. He interned at a stock trading firm in Beverly Hills and worked at two publicly owned companies. Then came an 8-year career at a private high technology company, including its successful IPO in 1996. The company was acquired by a French conglomerate in 1999, providing Brian an opportunity to work in Paris for over a year.

Brian became a financial advisor for the large brokerage firm Edward Jones in 2003. Sound investment principles and putting investors first have always been of paramount importance, and Brian built a branch in Southern California that consistently earned awards for growth and customer service. With a process in place from the beginning and a long-held belief that investing and planning go hand in hand, he earned the prestigious CERTIFIED FINANCIAL PLANNER™ designation.

In 2012, Brian made the move to LPL Financial and Cornerstone, where it became possible to take investor goals, objectives and integrity to a higher level while applying a fiduciary standard. Today, he enjoys helping others plan for and live out a comfortable retirement by providing independent financial guidance.

In his spare time, Brian enjoys doing yoga, swimming, cycling and hiking. He also has a passion for charitable causes and works with several in the community and across the country.

Brian Padrick is a Registered Representative with and securities offered through LPL Financial, member FINRA/SIPC.

Jessica Anseth

Financial Advisor

(805) 499-5700

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 where she received her BA in Sociology. She always knew she wanted a career where she could help people.

Jessica is an active board member at her children’s school where she helps organize fundraising events and special events for the children, helps in establishing policies for the school, is involved in the major decision-making and reviews the balance sheet every month.

In her spare time, she is busy running around being a mom to two active children.

Jessica Anseth is a Registered Representative with and securities offered through LPL Financial, member FINRA/SIPC.

Carol Morgan

Senior Office Administrator

(805) 499-5700

Carol Morgan is a California native and has live in Southern CA with her husband, of over 32 years, and her 2 children. She has over 36 years' experience in the banking, insurance and financial services industry.  She is currently a Senior Branch Office Administrator for the Cornerstone Newbury Park branch. She really enjoys working with and for clients, and helping with all the vital pieces of what makes our business run well.  She is resourceful, good at research, and a skilled problem solver.  Her sincere joy can be felt every day in person and on the phone, making her an invaluable part of the branch's commitment to customer service.

In her spare time, she enjoys spending time with her family, volunteering in the community, baking and cooking and entertaining friends at her home.  But her absolute favorite thing is being at the beach!!! Nothing more calming and enjoyable to her.

Steven Milbourn

Client Services Specialist

(805) 499-5700

Steven Milbourn is a new to the Cornerstone team. With over 10 years of experience in the multifamily real estate industry, he has held multiple roles in operations, accounting and financial reporting.

As a Conejo Valley native, Steven graduated from Newbury Park High School and California State University Channel Islands, receiving his Bachelor of Science degree in Business, along with a minor in music.  In his spare time, he can be found giving his 3 kids piggyback rides around the house, and doing DIY projects.

Steven has always had a passion for finance, and he looks forward to helping our advisors work with clients toward creating financial independence for themselves and their families.

Investment Strategy Committee

Brian Foley CFP®

Trading Department Manager & Research Coordinator

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Jimmy Lee

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...

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Compliance Team

Michelle D. Cooley

Compliance Specialist

Michelle D. Cooley is a native of New York City, NY and currently resides in both Fort Worth, Texas and Temecula, California. She has been in the financial services industry for 20+ years in various roles such as Compliance and...
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Rosemary Richard

Chief Compliance Officer

Rosemary Richard brings over 25 years of compliance experience in senior-level roles. She has worked at large multinational firms such as Citibank/Smith Barney, AXA Equitable, and MONY throughout her career. She most recently served as...
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Professional Associations

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.