Santa Barbara, CA Office

Lisa Schomer is a CFP® designated financial advisor with LPL Financial, based in Santa Barbara, CA, and has 33 years of industry experience. She has been with LPL Financial since 2009. Outside of her advisory role, Schomer writes about her experiences as a single parent and is involved in publishing through her own company, South Haven Press. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a wide range of advisory programs and financial planning services, utilizing model portfolios and research from internal and third-party sources.

Trevor Mattson is a financial advisor with LPL Financial in Santa Barbara, CA, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Artera Inc, Deckers Outdoor Corporation, and academic appointments at the University of California Santa Barbara and Springfield College. Outside of his advisory work, he serves as a volleyball trainer for the Santa Barbara Volleyball Club. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, and institutions. The firm provides comprehensive financial planning, advisory programs, and retirement plan consulting, employing both discretionary and non-discretionary management with support from LPL Research, third-party subadvisors, and various portfolio management technologies.

Garry Evans is a financial advisor with LPL Financial in Santa Barbara, California, holding a Series 63 designation and 43 years of industry experience. He has been with LPL Financial since 1999. Outside of his advisory role, he is involved with GSE Capital Management, a business entity used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary portfolio management, supported by research and model portfolios.