THE CORNERSTONE APPROACH

We believe that we can provide the greatest value to our clients through a team approach that consists of dedicated advisors, planners, and support staff. Cornerstone clients build relationships with many team members who specialize in unique areas to support their financial success.

Clients typically meet with one Wealth Advisor on a regular basis, but any of our advisors can assist as needed. Clients will also spend time with our dedicated Financial Planner to implement, review, and revise financial plans and goals, working together with the Wealth Advisor and the Advanced Planner.

As a benefit of joining Cornerstone, our clients can meet with our Advanced Planner to work on estate planning with the goal of preserving, protecting, and/or passing wealth to the next generation. The collaboration of the advisors, planners, and clients is made possible by our dedicated support staff who work together to facilitate administrative and operational processes.

We believe that we can provide the greatest value to our clients through a team approach that consists of dedicated advisors, planners, and support staff. Cornerstone clients build relationships with many team members who specialize in unique areas to support their financial success.

Clients typically meet with one Wealth Advisor on a regular basis, but any of our advisors can assist as needed. Clients will also spend time with our dedicated Financial Planner to implement, review, and revise financial plans and goals, working together with the Wealth Advisor and the Advanced Planner.

As a benefit of joining Cornerstone, our clients can meet with our Advanced Planner to work on estate planning with the goal of preserving, protecting, and/or passing wealth to the next generation. The collaboration of the advisors, planners, and clients is made possible by our dedicated support staff who work together to facilitate administrative and operational processes.

WEALTH ADVISORS

Each of Cornerstone’s Wealth Advisors are experienced in helping clients pursue their financial goals. Because of our team approach, each of our advisors are able and equipped to work with you on:

· Retirement Planning

· Portfolio Analysis

· Asset Management

· Economic Outlook

· Trades & Transactions

· Educational & Informational Seminars

Joel Ockey | Matt Riesenweber, CFP®

Matt Wiser, MBA | Cameron Burch

Joel
Ockey

Matt
Riesenweber, CFP®

Matt
Wiser, MBA

Cameron
Burch

Tyler Scott, CFP®

FINANCIAL PLANNER

Tyler works in conjunction with your Wealth Advisor to prepare, update, and present your financial plan. He can also help in a variety of ways depending on your stage of life, including determining your path to retirement and assisting in cash flow planning.

· Setting Financial Goals

· Cash Flow Analysis and Withdrawal Strategies

· Investment Planning and Risk Analysis

· Retirement Planning and Modelling

· Education Saving Strategies

· Social Security Optimization

Beau Ruff, JD*, LL.M., CFP®

ADVANCED PLANNER

As Director of Planning, Beau is available to review your estate or business planning needs. He can help you design an estate plan, work with your attorneys and accountants, and provide recommendations to help remove the confusion from complex financial and legal matters.

· Wills & Trusts

· Powers of Attorney

· Probate

· Business Planning

· Asset Protection

· Charitable Giving

Cornerstone Wealth Strategies and LPL Financial do not provide legal advice or services.

SUPPORT TEAM

Melissa Dunn
Administrative Team Lead
Winette Riesenweber
Operations Consultant
Katie Mulhausen, CFP®
Operations Team Lead
Nicole Schumacher
Client Service Specialist
Ana Carson
Client Service Specialist
Joelle Nies
Operations Specialist
Emily Maldonado
Operations Specialist

The Cornerstone Support Team is often your first and most regular interaction at Cornerstone. Each member is qualified to assist or quickly connect you to the right person to address your need. Our support team is made up of two departments: Administrative and Operations.

Administrative
· Scheduling Appointments
· Account View Support
· Wealth Vision Support
· Event Planning
· Marketing & Communications
· Technology

Operations
· Money Requests
· Account Set-Up & Maintenance
· Trading
· Retirement & Pension Liaison
· Employer Plan Maintenance
· Process Tracking

SUPPORT TEAM

Melissa Dunn
Administrative Team Lead
Katie Mulhausen, CFP®
Operations Team Lead
Nicole Schumacher
Client Service Specialist
Joelle Nies
Operations Specialist
Ana Carson
Client Service Specialist
Emily Maldonado
Operations Specialist
Winette Riesenweber
Operations Consultant

The Cornerstone Support Team is often your first and most regular interaction at Cornerstone. Each member is qualified to assist or quickly connect you to the right person to address your need. Our support team is made up of two departments: Administrative and Operations.

Administrative
· Scheduling Appointments
· Account View Support
· Wealth Vision Support
· Event Planning
· Marketing & Communications
· Technology

Operations
· Money Requests
· Account Set-Up & Maintenance
· Trading
· Retirement & Pension Liaison
· Employer Plan Maintenance
· Process Tracking

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