Our Team
Darryl Carter CPA
Founder I Managing Partner
“I enjoy working with my clients to develop a complete plan that helps them meet their individual needs.”
Lance Dumas, AIF®, ChFC®
Founder I Managing Partner
“Successful financial planning starts with a strong relationship”
Lisa Rumbaugh, CPA
Tax Manager
949-450-9009
A certified CPA with a career stretching over 30 years, Lisa’s vast industry experience includes private wealth management, charitable foundations, real estate, healthcare, and public accounting.
Cetera Financial Specialists LLC, Inc.
Cetera Financial Specialists LLC partners with more than 1,600 tax and accounting professionals who have successfully integrated wealth management into their practices. (read more)
Ash Brokerage
Brokerage General Agency
Ash Brokerage is a Brokerage General Agency (BGA) that assists us in sales and underwriting support for all lines of insurance. They offer the full range of insurance products: fixed and equity indexed annuities, all lines of life...