In May 2020 Cornerstone Wealth Strategies, Inc., a full-service independent financial planning firm based in Kennewick, Washington, proudly announced the addition of Joel Ockey to its firm. Joel will be working with Cornerstone to provide clients with invaluable financial guidance as an experienced wealth advisor.
Cornerstone currently offers clients within the Tri-Cities community a range of services to include retirement planning, financial planning, investment management, and estate planning. Cornerstone has developed a team approach to assisting clients by leveraging the unique skillsets of its individual advisors. The addition of Joel to their team will allow the firm to consistently deliver the experience their clients have come to expect as Cornerstone continues to grow. The firm continues to expand its current high-end investment management and comprehensive concierge planning services to create a more holistic experience for clients.
“Joel is a trustworthy friend and an accomplished professional in the financial industry. We are honored and privileged to welcome him to our investment firm,” said Matt Riesenweber, CFP®, Wealth Advisor and President of Cornerstone.
Joel has been in the financial industry since 2002. After graduating from the University of Saint Mary in 2002, he became a financial advisor at Waddell & Reed in Portland, Oregon. He quickly realized that his passion included not only helping clients, but also helping his fellow advisors. Joel changed his career path at that point and took on the role of a District Manager in his Portland office. In 2005, he was offered the opportunity to move to Kennewick, WA to become the Managing Principal of the divisional Waddell & Reed office. Under Joel’s supervision, the office grew and continued to succeed. In 2014, Joel became the Regional Vice President (RVP) with the company overseeing a large territory that was initially comprised of the northwest states and grew to include the western half of the country. Under his tenure as an RVP, he led the field leaders in the growth and development of their respective field offices. In 2018, Joel decided to step down to an advisor role so he could focus his time and attention on his family.
Joel has been a member of the Tri-Cities community now for over 15 years. Much like the rest of the Cornerstone Wealth Strategies team, Joel is an active member of our community. He is currently a board member and past treasurer for Columbia Industries and an active member in his church. In addition to his work in our community, Joel enjoys spending time outdoors with his family, whether it is hunting or spending time on the river wake surfing. He and his wife Melanie have three amazing children, Nicole, Nathan and Brandon.
The Cornerstone Wealth Strategies team also includes Matt Riesenweber, President and Wealth Advisor; Matt Wiser, Vice President and Wealth Advisor; Beau Ruff, Director of Planning; Winette Riesenweber, Operations Manager; and Client Service Specialists Joelle Nies, Nicole Schumacher, Katie Mulhausen and Melissa Dunn.
About Cornerstone Wealth Strategies, Inc.
Cornerstone Wealth Strategies is an independent, full-service financial planning firm committed to providing custom strategies designed to work towards financial security to individuals, families and business owners. As independent representatives of LPL Financial, the team at Cornerstone Wealth Strategies provides objective fee-based advice and services including hands-on financial planning, proactive investment management, individual and business retirement consulting, estate planning, and business planning. For more information, please visit www.cornerstonewealthstrategies.com.
About LPL Financial
LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker/dealer*. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. www.LPL.com
*Based on total revenues, Financial Planning magazine June 1996-2019
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Cornerstone Wealth Strategies, a registered investment advisor and separate entity from LPL Financial.
Waddell & Reed is not affiliated with Cornerstone Wealth Strategies or LPL Financial.