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Initial Steps After Suffering A Loss

📁 CATEGORIES
  • Account Resources, Estate Planning, Family, Financial Planning, Insurance, Legal, Social Security, Video
Learn More

# TAGS

  • estate planning, legal, losing a loved one, video, webinar

 

Matt Riesenweber, CFP®
Wealth Advisor
 
Beau Ruff, J.D. LL.M, CFP®
Director of Planning & Wealth Advisor

This webinar provides gentle, practical guidance for those navigating the first steps after losing a loved one. It highlights what needs attention right away, what can wait, and how to approach key tasks such as gathering documents, notifying agencies, and understanding the role of attorneys and financial institutions. Our goal is to offer clarity and support during a challenging time, helping you move forward at a manageable pace.

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Learn more about how Cornerstone Wealth Strategies can help you pursue your financial goals.

The Foundation of Your Financial Future

Award-winning Matt Riesenweber and the Cornerstone Wealth Strategies team build upon a solid foundation allowing you to pursue your goals and dreams. Connect with us today and our friendly, knowledgeable staff will help answer your questions or set up a free, no-obligation consultation.

It’s Your Future—START BUILDING!

How can we help you?
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© Copyright 2026. All Rights Reserved.

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

Cornerstone Wealth Strategies is not registered as a broker-dealer or investment advisor.

* Beau Ruff, J.D., LL.M in Taxation, is a licensed, not practicing, lawyer

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  • Kennewick Office:
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  • 8905 W. Gage Blvd. Suite 110, Kennewick WA 99336
  • info@cswsteam.com
  • Pullman Office:
  • (509) 332-2543
  • 205 E Main Street, Pullman WA 99163
  • PullmanTeam@cswsteam.com

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  • Home
  • Who We Are
    • Our Story
    • Our Team
    • Our Community Impact
    • Our Accolades
  • What We Do
    • The Cornerstone Approach
    • Our Investment Philosophy
    • Our Distinct Process
  • Services
  • Resource Center
  • For Professionals
  • Contact us
  • Home
  • Who We Are
    • Our Story
    • Our Team
    • Our Community Impact
    • Our Accolades
  • What We Do
    • The Cornerstone Approach
    • Our Investment Philosophy
    • Our Distinct Process
  • Services
  • Resource Center
  • For Professionals
  • Contact us
Client Login

Marina Reilly

Client Services Assistant

Marina joined the Pullman team in 2024, bringing a background in financial planning and a strong focus on client support. In her role, she assists advisors with building financial plans, preparing for client meetings, and supporting clients both in person and over the phone.

Education: Marina earned her bachelor’s degree in Business Administration with a focus in Economics from Whitworth University and her master’s degree in Personal Financial Planning from Texas Tech University.

Interests: Outside of work, Marina enjoys spending time with her dog, Dolly, going on long walks, and exploring local trails. She also loves cooking, visiting coffee shops, and exploring museums and historical sites.

Marina and Dolly her dog
Marina and boot
Marina and Buddy Holly museum
Marina and jazz-travel
Marina and her family
  • marina@cswsteam.com

Tami Barke

Pullman Team Lead

Tami has been leading the Pullman team since 2022, bringing strong experience in team management and organizational leadership. In her role, she oversees client services and operations, supports advisors and team members, and helps ensure the practice runs smoothly while fostering a positive, collaborative environment.

Education: Tami earned her bachelor’s degree in Political Science–International Relations from Western Washington University and her master’s degree in Organizational Leadership from Gonzaga University.

Interests: Outside of work, Tami enjoys spending time with her husband, Steve, and their family. She loves coffee, being outdoors, and dogs, and enjoys connecting with college students through her campus church.

tami tree
tami family
tami and riker
  • tami@cswsteam.com

Wanda Rederick

Client Service Specialist

Wanda became part of the Pullman team in 2018, bringing extensive experience in client care and bookkeeping. She works diligently behind the scenes to ensure our advisors are set up for success and assists clients with their paperwork needs.

Education: Wanda attended Spokane Community College, Spokane Falls Community College, as well as WSU.

Interests: Wanda enjoys spending time with her husband Bud and her family. She has twin sister, is a devoted animal lover, she shares her home with 4 cats and 12 chickens. In her free time, Wanda can be found reading, baking, traveling, gardening, kayaking, or woodworking.

Wanda and Adaline
wsanda and bud
wanda -kayak
wanda , wendy, tessa and adaline
  • wanda@cswsteam.com

Emily Cadman

Client Services Specialist

Emily joined the Pullman team full-time in 2017 after completing an internship with the office and graduating from college. She works behind the scenes to make sure client’s needs are met with care and attention. She’s our go-to expert on Required Minimum Distributions (RMDs) and annuities, providing valuable support to both clients and advisors.

Education: Emily holds a Bachelor of Arts in Business Administration and a Bachelor of Science in Psychology, both from Washington State University.

Interests: Outside of work, Emily enjoys spending time with her husband and three kids. As a family, they enjoy spending time outside, skiing, hiking, and exploring new places.

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Bio Pic #1
Bio Pic #2
  • emily@cswsteam.com

Jason Plemons

Wealth Advisor

Jason has been in the financial services industry since 2001, bringing experience in both banking and financial advising to the team. In his role, he focuses on financial planning and is passionate about helping clients align their financial decisions with their values through thoughtful, purpose‑driven guidance.

Education: Jason earned his bachelor’s degree in Political Science from Kansas State University.

Interests: Outside of work, Jason enjoys spending time with his wife, Anna, and their three children. He and his family love outdoor activities including bicycling, hiking, camping, and paddle boarding.

Jaons family 3
Jason family (2)
Jason family - hover photo
  • jason@cswsteam.com

Bill Skavdahl, AAMS®

Wealth Advisor

Bill has over 30 years of experience in the financial services industry, bringing a practical and approachable perspective to the team. In his role, he helps individuals and businesses clarify their goals through financial planning and business services, including valuation and succession planning.

Education: Bill earned his bachelor’s degree in Business Administration from Washington State University.

Interests: Outside of work, Bill enjoys spending time with his wife, Susie, and their four sons. He is also actively involved in the Pullman community, serving as Board Treasurer for the Community Action Center.

Bill and Susie Skiing
Bill on a hike
  • bill@cswsteam.com

JEFF FEUERSTEIN, AWMA®

Wealth Advisor

Jeff has been in the financial industry for nearly four decades, bringing experience and thoughtful guidance to the team. In his role as a financial advisor, he provides comprehensive financial planning and investment management, helping clients make confident decisions and reach long‑term goals.

Education: Jeff earned his bachelor’s degree in Business Administration from Washington State University and holds the Accredited Wealth Management Advisor designation.

Interests: Outside of work, Jeff enjoys spending time with his wife, Angie, their children, and grandchildren. He loves being outdoors, especially biking, water skiing, and traveling, and stays involved in the Pullman community through mentoring and local charitable efforts.

Jeff and Family
  • jeff@cswsteam.com

Cameron Burch, AIF®

Wealth Advisor, Trader

Cameron has been in the finance industry since 2008 and an advisor since 2012, and is dedicated to working with individuals, families, and small business owners to help them pursue financial freedom through individualized financial planning. As a trader, he supports the team with investment analysis, portfolio construction, and the processing of trades and money transactions for our clients. Cameron also enjoys connecting with our Spanish-speaking clients, ensuring they receive the same high level of service. 

Education: Cameron earned his Bachelor of Science in Economics from the University of Utah in 2008 and worked in the banking field until he became a licensed financial advisor in 2012.  

Interests: Cameron was born and raised in the Tri-Cities. He is married to Jamie, and they have four wonderful children, Evelyn, Cassidy, Caleb, and Clara. Cameron is an active member in his community and his church. He enjoys being outdoors as much as possible with his kids, whether he is skiing, mountain biking, taking pictures with his drone, or motorcycle camping.

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Burch Family Pic - place before current family photo (1)
Cameron's family
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Cameron on bike
Cameron & Jamie (1)
  • cameron@cswsteam.com