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Team

How I Work

How I Work

My reasons for becoming a financial professional are deeply personal. I repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. I am confident that with my understanding of personal finance, coupled with my training as a financial professional, I can help people better prepare for the future. After years in the business, I 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. I feel a commitment to my community.

A team approach adds perspective to all I do and provides increased benefits to my clients.

Meet the Team

Jeffrey J. Carter, CRPC®| AWMA®| AAMS®| SE-AWMA® 

Managing Partner

(805) 409-7579

jeffrey.carter@lpl.com

Over my 25 years serving the investment and financial needs of my clients, I have developed a disciplined process that takes into account each client's particular needs, concerns, and priorities. I am passionate about delivering...
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Rich  Steinmeier

Rich Steinmeier

Chief Executive Officer

Matt   Audette

Matt Audette

President and Chief Financial Officer

Althea  Brown

Althea Brown

Group Managing Director, Chief Legal Officer and Corporate Secretary

Marc  Cohen

Marc Cohen

Group Managing Director, Business Strategy and Innovation

Matthew K.  Enyedi

Matthew K. Enyedi

Group Managing Director, Client Success

Greg  Gates

Greg Gates

Group Managing Director, Chief Technology & Information Officer

Aneri  Jambusaria

Aneri Jambusaria

Group Managing Director, Wealth Management