Broker Check

Our Team

Darryl Carter CPA

Founder I Managing Partner

949-450-9000

darryl.carter@ceterafs.com

“I enjoy working with my clients to develop a complete plan that helps them meet their individual needs.”

Read more

Lance Dumas, AIF®, ChFC®

Founder I Managing Partner

949-450-9000

lance.dumas@ceterafs.com

“Successful financial planning starts with a strong relationship”

Read more

Lisa Rumbaugh, CPA

Tax Manager

949-450-9000

949-450-9009

lisa@cartercpa.com

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. 

Read more

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)

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...

Read more