Members Archive - Cornerstone Wealth Strategies

02JanJanuary 2, 2017

Matthew Riesenweber, CFP^®

Matthew Riesenweber is the CEO of Cornerstone Wealth Strategies where he provides clients with invaluable financial guidance as a wealth advisor. Matt began investing at the young age of 11 and has worked as a financial advisor since 2003. He has a passion for the financial success of everyone he has the opportunity to work with, guiding clients toward confident financial futures and successful retirements. Education: Matt graduated from Abilene Christian University with a bachelor’s degree in Finance and has since...

01JanJanuary 1, 2017

Matt Wiser, MBA

As Chief Investment Officer and Wealth Advisor for Cornerstone, Matt works with clients to help them pursue their financial goals. Also, he is involved in all aspects of managing our client’s financial needs and has extensive experience in investment analysis, portfolio construction and analysis, and maintaining and creating client relationships. Matt and Matt have worked together since 2007. Education: Matt graduated from Utah State University where he earned a bachelor’s degree in Economics and a Master of Business Administration. Interests: Matt is...

29DecDecember 29, 2016

Beau Ruff, JD*, LL.M.

Beau Ruff is President and Director of Planning where he presides over day-to-day operations and assists clients with invaluable guidance in the areas of estate planning, business planning and taxation strategy. Coming from Leavy, Schultz, Davis & Ruff, P.S.* in 2016, Beau is passionate about supporting the unique financial and business needs of Cornerstone’s clients and focuses on advanced financial planning at Cornerstone. Education: Beau graduated from Gonzaga University with a BA in Biology and a minor in religious studies. He went...

19MayMay 19, 2020

Joel Ockey

Joel is a Senior Wealth Advisor at Cornerstone and has been in the financial industry since 2002. At his previous firm, he worked his way up from a financial advisor role to a Regional Vice President role, ultimately managing the offices and staff of the western half of the country. Joel excelled at finding creative solutions to not only help clients achieve their financial goals but also to bring in and manage quality advisors to the industry. Joel joined Cornerstone...

21DecDecember 21, 2020

Cameron Burch

Cameron is a Wealth Advisor, has been in the finance industry since 2008 and joined Cornerstone in 2020. He works with individuals and families as well as small business owners to help them pursue financial freedom through individualized financial planning. Cameron sees the financial planning process as the backbone for the client/advisor relationship. He is focused on helping his clients pursue their goals through education and ideas in order to help them realize their future options. As Trader, Cameron also...

04MarMarch 4, 2022

Tyler Scott, CFP^®

Tyler is a Wealth Advisor and Financial planner for the team. Tyler started in the finance industry in 2014, and his latest tenure was with one of the largest investment firms in the nation. He served a large client base and specialized in all aspects of financial planning, working to put client goals and preferences first. Education: Tyler graduated from Southern New Hampshire University with a bachelor’s degree in Business Finance and has since continued his education by earning the CERTIFIED...

28DecDecember 28, 2016

Winette Riesenweber

Winette is the Operations Consultant for the team. She is responsible for keeping the varied aspects of the business running smoothly in order to provide our clients with prompt, accurate and efficient service. Our clients can always count on her professional, friendly, and caring demeanor, as well as her go-the-extra mile attitude to make their experience with us enjoyable and positive. Winette has worked with Matt since 2004. Education: Winette holds the Series 7 registration through LPL Financial, the Series 66...

06JunJune 6, 2016

Joelle Nies

Joelle is an Operations Specialist and has been with the team since 2008. She brings over a decade of industry knowledge to assist both clients and the team. In addition, our clients particularly enjoy Joelle's "sparky" personality and quick personal service. Education: Joelle earned a Bachelor of Science degree in Independent Studies from Central Washington University and her Master’s in Counseling Psychology from Saint Martin’s University. She also holds the Series 7 registration through LPL Financial, the Series 66 registration through...

07JanJanuary 7, 2016

Nicole Schumacher

As a Client Service Specialist, Nicole is responsible for maintaining client communications, organizing events, scheduling client meetings with our wealth advisors, and helping clients access their online resources. Nicole joined the team in 2014 and excels in customer service and assisting our Spanish-speaking clients when necessary. With her background in teaching, Nicole is able to educate our clients on a variety of topics in a fun and enthusiastic manner. Education: Nicole earned a Bachelor of Arts degree in Economics and Spanish...

01JanJanuary 1, 2016

Katie Mulhausen, CFP^®

Katie joined the Cornerstone team in October 2016 and is our Operations Team Lead. Katie’s interest in financial planning, along with her CERTIFIED FINANCIAL PLANNER™ credentials, makes her a perfect fit for assisting the team in building financial plans in Wealth Vision. She’s our go-to person for employer plan maintenance, insurance quotes, and various other administrative responsibilities. In addition, she helps manage the day-to-day tasks of running the business. This includes helping the advisors strategically implement more efficient processes and...