Jennifer serves as Golden State’s Chief Marketing Officer, overseeing all marketing and public relations efforts for the firm. She works closely with affiliated advisors to build their brands and implement strategic marketing initiatives that drive growth and engagement.

With over 25 years of experience in financial services, Jennifer has held leadership roles spanning marketing, branding, and public relations in both Orange County, California, and New York City. Before joining Golden State in 2019, she was Vice President of Marketing at Griffin Capital, where she led the firm’s marketing and PR strategy across both its parent company and its distribution arm for alternative investments.

Prior to Griffin Capital, Jennifer held key roles at AXA Equitable and MetLife, supporting variable annuity distribution. As Assistant Vice President at AXA Equitable, she developed and merchandised marketing materials for new and existing products. At MetLife, she played a pivotal role in global branding and advertising during a major transitional phase for the company.

Jennifer brings a deep expertise in financial services marketing, with a strong track record of brand development, strategic communications, and advisor support. Her comprehensive industry knowledge and passion for impactful storytelling make her a valuable asset to Golden State and its network of advisors.

Jennifer lives with her husband John and son Jayden in Laguna Beach, CA. In her leisure time, you’ll find her on the water or skiing down a mountain with her family. She is a board member for her son’s elementary school and a member of the Long Beach Yacht Club and Laguna Art Museum.

Joining Team Golden State Summer of 2020, Matt brought with him 15+ years experience in the advertising and marketing industry. While studying at Cal State Fullerton for his degree in Criminal Justice, he also worked in the Automotive Publishing Business. After graduating in 2005, Matt was offered a position as Marketing & Events Manager and served in that role for a short time at Primedia Publishing. From there, he was hired as an Account Executive with The Los Angeles Times and built a successful career, which spanned 15 years. He served as Executive Director of Entertainment Advertising for his last 2 years, managing the company’s #1 category by revenue.

Matt’s role at Golden State is Executive Vice President, Advisor Experience & Business Strategy.  He works with Advisors on a daily basis, helping them meet or exceed the needs of their clients. His focus for Golden State is to market tools, create efficiencies and collaborate with Advisors putting them at the cutting edge of the industry for their clients. He prides himself on problem solving and finding solutions and emphasizes these traits to achieve successful outcomes.

Matt lives with his wife Melissa and two daughters in Brea, CA. He enjoys spending time with his family, going to the beach, building and restoring classic cars, and working on home improvement projects.

Jill joined Golden State in 2016 to assist with advisor transitions and on-boarding. During her tenure, she took on additional compliance responsibilities. Jill now serves as the Transition and Administrative Director and oversees all transitions. While moving multi-million-dollar books of business during the onboarding process, Jill coordinates the necessary activity between advisors, clients and custodian back office personnel to ensure a smooth, hassle-free experience. Additionally, Jill works directly with the firm’s advisors on issues relating to compliance oversight, regulatory reviews and audits.

Prior to joining Golden State, Jill traveled a unique career path that includes Executive Assistant to the President of Zaro’s Bread Basket in New York City and Sous Chef for a Sodexo Marriott corporate dining facility. As an active volunteer, she served as an executive board member for seven years in the PTA, ending her tenure as president and served on the executive board of the Temecula Valley Time Machine, a youth running club. Throughout her career, Jill developed and strengthened her commitment to customer service. Jill received her Culinary Arts diploma from the Institute of Culinary Education in New York and her BS in Social Sciences from California Polytechnic State University.

Jill resides in Orange County, California and when not working, she enjoys time with her family. Food still remains a huge passion and she is an avid and adventurous cook. Friends prefer her kitchen to restaurants! She also loves to knit and has many projects going at once.

Susan Broxon serves as Administrative Assistant for Golden State. She joined the firm in 2013 and has assumed increased responsibilities over the years. Her duties include home office management, accounting and advisor support as well as assisting in transitions.

Prior to Golden State, Susan served as a recruiter and placed individuals for employment. She also spent time in human resources acting as Employee Relations Consultant for Union Bank Corporate in San Francisco.