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

brian.padrick@lpl.com

Brian Padrick is a financial advisor in Southern California who focuses on investment managment and financial planning to provide comprehensive wealth management for clients.

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Jessica Anseth

Financial Advisor

(805) 499-5700

jessica.anseth@lpl.com

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...

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Steven Milbourn

Financial Advisor

(805) 499-5700

steven.milbourn@lpl.com

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...

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Carol Morgan

Senior Office Administrator

(805) 499-5700

carol.morgan@lpl.com

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...

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Dianne Nixon, FPQP®

Administrative Assistant

805-499-5700

805-499-5711

Dianne is a Texas native who spent two decades living in Southern California, and found her heart most recently in Oregon, where she relocated to be closer to my daughter. With a dynamic career in the financial services industry, she...
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Investment Strategy Committee

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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Brian Foley CFP®

Trading Department Manager & Research Coordinator

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Compliance Team

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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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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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.