Cornerstone Financial

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Cornerstone Financial Employees

Employee
Years
Job
Industry
Larry Stoker Larry Stoker Liberty Lake, Washington Details
Larry Stoker's Cornerstone Financial Experience August 1996 - April 2000
Job Owner FranOpts Franchise Consulting
Industry Management Consulting
Experience
Franopts Franchise Consultants   February 2014 - Present
Legacy House Assisted Living   June 2005 - August 2012
Stoker Developments   February 1990 - August 2007
Garden Homes  April 2001 - July 2006
Cornerstone Financial   August 1996 - April 2000
Stoker Nielsen Financial Planning   January 1985 - August 1996
Larry Stoker Irrigated Row Crop Farm   December 1979 - December 1984
PCA Ag Loans   March 1980 - April 1981
Row Crop farming   June 1974 - November 1979

Skills
Real Estate Development, Real Estate, Investment Properties, Property Management, Real Estate Transactions, Residential Homes, Real Estate Economics, Investors, Sellers, Commercial Real Estate, Leases

Education
Post Graduate training   1986 — 2000
N/A

Washington State University   1974 — 1975
Bachelor's Degree, Business Agriculture & Economics with minor in Spanish, 4.0 gpa graduated on Deans List

Brigham Young University   1970 — 1973
undergraduate, general studies, Spanish minor, business, vocal music, 3.6 gpa

Language Training Mission   1971 — 1971
N/A, accelerated Spanish training prior to serving Church mission in Ecuador

Othello High School   1966 — 1970
High School, HS Diploma, 3.77 gpa

Marla Hesselink Marla Hesselink San Jose, California Details
Marla Hesselink's Cornerstone Financial Experience 2013 - 2013
Job Recruiter at Workbridge Associates
Industry Information Technology and Services
Experience
Workbridge Associates  June 2015 - Present
Vision Recruiters   March 2015 - April 2015
Clean Water Action  May 2012 - August 2014
Rock The Earth  July 2014 - July 2014
Cornerstone Financial   2013 - 2013
YMCA  2009 - 2010

Skills
Community Outreach, Community Organizing, Environmental Awareness, Environmental Issues, Training, Microsoft Office, Communication, Human Resources, Artistic Eye, Making Connections, Social Media, Public Speaking, Recruiting, Management, Research, Social Networking

Education
Rutgers, The State University of New Jersey-New Brunswick   2011 — 2015
Bachelor's degree, Communication & Human Resource Management

California State University-Monterey Bay   2013 — 2014
Human Communication

Copeland Middle School...lol

Copeland Middle School...lol

Janis Lukehart Janis Lukehart Greater Seattle Area Details
Janis Lukehart's Cornerstone Financial Experience November 2013 - Present
Job Helping families and business owners protect assets and achieve their financial goals.
Industry Financial Services
Experience
Colonial Life  April 2014 - Present
Cornerstone Financial   November 2013 - Present
Aflac  April 1998 - April 2013

Skills
Life Insurance, Long-term Care, Accident, Critical Illness, Insurance, Health Savings Accounts, Employee Benefits, Brokers, Healthcare Consulting, Retirement Plan..., Health Care Reform, Disability Insurance, Healthcare Reform, Asset Management, Asset Protection, Team Leadership, Fixed Annuities, Marketing Strategy, Sales, Customer Service, Claim

Education
Pulaski Technical College

Pat Dunn Pat Dunn Washington D.C. Metro Area Details
Pat Dunn's Cornerstone Financial Experience July 2011 - November 2014
Job Business Development and Investment Adviser at Financial Benefit Services
Industry Financial Services
Experience
Financial Benefit Services   September 2014 - Present
Cornerstone Financial   July 2011 - November 2014
J.P. Morgan   2007 - 2011

Skills
Employee Benefits, Wealth Management..., Retirement Planning, Series 7, Securities, FINRA, Finance

Education
The Johns Hopkins University - Carey Business School   2012 — 2015
Master of Business Administration (MBA), Accounting and Finance

Salisbury University - Perdue School of Business   2003 — 2007
BA, Finance

St. John's College High School   2000 — 2003

Dave Garlock Dave Garlock Richmond, Virginia Area Details
Dave Garlock's Cornerstone Financial Experience 1998 - 1999
Job Chief Financial Officer at Akal Security Inc
Industry Security and Investigations
Experience
Akal Security  January 2014 - Present
Fahrenheit Finance  2011 - 2014
Parham Partners LLC   2011 - 2014
Bridge Associates LLC  2003 - 2011
FamilyCare America   2001 - 2002
FIDIA Corporation   1999 - 2000
Cornerstone Financial   1998 - 1999
Best Products  1980 - 1997
Circuit City Electronics  1978 - 1980

Skills
Financial Analysis, Restructuring, Due Diligence, Strategic Planning, Financial Modeling, Corporate Finance, Process Improvement, Accounting, Bankruptcy, Managerial Finance, Internal Controls, Financial Reporting, Finance, Cash Management, Business Planning, Risk Management, Business Valuation, Analysis

Education
University of Virginia - Darden Graduate School of Business Administration   1976 — 1978
MBA

Hampden-Sydney College   1972 — 1976
BA

Kevin C. Gutwein Kevin C. Gutwein Indianapolis, Indiana Area Details
Kevin C. Gutwein's Cornerstone Financial Experience May 1998 - January 2011
Job Financial Advisor/Partner at WestPoint Private Client Group
Industry Financial Services
Experience
WestPoint Financial   February 2011 - Present
Cornerstone Financial   May 1998 - January 2011

Skills
Wealth Management, Estate Planning, Retirement Planning, Long-term Care, Risk Management, Portfolio Management, Small Business, New Business Development, Retirement, Leadership, Finance

Education
Purdue University - Krannert School of Management   1994 — 1998
Bachelor of Science (B.S.), Management, Economics

West Central High School

Mark Cain, LUTCF Mark Cain, LUTCF Billings, Montana Details
Mark Cain, LUTCF's Cornerstone Financial Experience January 2006 - Present
Job Founder, CEO at Cornerstone Financial
Industry Financial Services
Experience
Cornerstone Financial   January 2006 - Present

Skills
Rancher and Rodeo Cowboy, 25 years of Estate and..., Christian Ministry, Praise and Worship...

Education
University of Wyoming   1979 — 1982
Agriculture Business

Miles Community College   1977 — 1980
Associate's degree, Business Administration and Management, General

Jeffery Harris Jeffery Harris Greater Chicago Area Details
Jeffery Harris's Cornerstone Financial Experience April 2010 - January 2012
Job Financial Fitness Coach/Safe Money Advisor ,Life Insurance, Tax Free Retirement, Alternative college Planning,
Industry Financial Services
Experience
The Harris TLC Group   July 2008 - Present
RFS  2015 - 2015
RFS  2015 - 2015
QMS Financial   April 2010 - February 2012
Cornerstone Financial   April 2010 - January 2012
United States Marine Corps  August 1979 - October 1986

Skills
Debt reduction Coaching, Debt Restructuring, Small Business, Strategic Financial..., Retirement Planning, Insurance, Management, Budgets, Fixed Annuities, New Business Development, Sales, Leadership, Finance, Life Insurance, Training, Real Estate, Long-term Care, Customer Service, Entrepreneurship, Mortgage Lending, Investments, Term Life Insurance, Disability Insurance, Retirement, Estate Planning, Financial Advisory, Financial Services

Education
Kendall College   1986 — 1988
AAS, Culinary Arts

State of Illinois
Cert; AAS Culinary Arts, Real Estate

Elon Goodwin Elon Goodwin Denver, Colorado Details
Elon Goodwin's Cornerstone Financial Experience January 1997 - January 1999
Job Owner/ Construction at GVR Consulting & Repair, LLC
Industry Information Technology and Services
Experience
GVR Consulting & Repair, LLC   January 2013 - Present
Airport Concessions, Inc   January 2012 - August 2012
Paychex  December 2011 - January 2012
Paychex Online, Inc   December 2011 - January 2012
Paychex, inc  May 2009 - January 2011
Paychex, inc  July 2007 - October 2008
Washington Mutual, HLC   January 1999 - January 2003
Cornerstone Financial   January 1997 - January 1999

Skills
IT Hardware Support, Payroll, Payroll Taxes, Multi-state Payroll..., Mortgage Underwriting, Residential Mortgages

Education
LeaderQuest   2012 — 2013
Comptia A+, Network +, Security + Certificates, Information Technology

Paychex University   2010 — 2011
Certified, Payroll/Payroll tax law

Prince George's Community College   1991 — 1993

Crossland H.S.   1986 — 1990
H.S. Diploma

Sherrie Ingram Sherrie Ingram Sweet Home, Oregon Details
Sherrie Ingram's Cornerstone Financial Experience January 2015 - Present
Job Administrative Assistant at Cornerstone Financial
Industry Education Management
Experience
Cornerstone Financial   January 2015 - Present
People Involved in Education, Inc.   August 2006 - Present
Independent Contractor for Nuance Transcription Services   May 2012 - December 2014
Stay-At-Home-Mom  April 2000 - March 2012
Rain for Rent  1995 - 2000

Skills
Nonprofits, Office Management, Event Planning, Administrative..., Data Entry, Fundraising, Outlook, Microsoft Word, Customer Service, Public Speaking, Microsoft Office, Event Management, Time Management

Education
The Andrews School of Medical Transcription   2010 — 2011
Certificate of Medical Transcription, Medical Transcription/Transcriptionist

Southern Oregon University   1987 — 1991
B.A., Communication & Marketing

Sweet Home High School, Sweet Home, Oregon   1983 — 1987
High School

Greg Heaton Greg Heaton Raleigh-Durham, North Carolina Area Details
Greg Heaton's Cornerstone Financial Experience February 2014 - April 2014
Job Social Capitalist
Industry Primary/Secondary Education
Experience
Durham Bike Co-op   August 2014 - Present
Freelance  August 2014 - Present
Institute for Mathematics and Computer Science (IMACS)   December 2014 - Present
Tilthy Rich Compost   March 2015 - Present
Troy Bike Rescue   October 2013 - June 2014
Green Grocer Natural Foods   October 2013 - June 2014
Cornerstone Financial   February 2014 - April 2014
TheMouzon House and OneCaroline St. Bistro   2009 - 2011

Skills
Economics, Co-ops, Statistical Data..., Nonprofits, Customer Service, Research, Community Outreach, Bookkeeping, Strategic Planning, Social Media, Fundraising, Event Planning, Public Speaking, Microsoft Office, Writing, Statistical Software, Retail Sales, C, Stata, Community Service, Linux

Education
University of St. Andrews   2009 — 2013
Master of Arts (M.A.), Economics, Upper Second Class

Durham Technical Community College   2015 — 2018
Renewable Energy Diploma, Energy Management and Systems Technology/Technician

Doane Stuart School

Grant Cheney Grant Cheney Los Angeles, California Details
Grant Cheney's Cornerstone Financial Experience January 2013 - Present
Job Associate Producer at ABC Studios
Industry Broadcast Media
Experience
Cornerstone Financial   January 2013 - Present
ABC Studios  March 2010 - September 2010
Focus on the Family  January 2006 - September 2009
ColdWater Media   2005 - 2006
Center for Media Design  August 2003 - May 2004

Skills
Television, Video Production, Producing, Video Editing, Editing, Social Media, Video, Blogging, Social Networking, Event Planning, Social Media Marketing, Final Cut Pro, Public Relations, Film, New Media

Education
Ball State University   2000 — 2004

Purdue University   2000 — 2004
Business

Tommy Tavenner Tommy Tavenner Washington D.C. Metro Area Details
Tommy Tavenner's Cornerstone Financial Experience May 1996 - March 2003
Job Member/Owner at Tavenner Financial, LLC
Industry Investment Management
Experience
Tavenner Financial, LLC   January 2012 - Present
In Honor of Her, Inc   May 2009 - Present
H. Beck, Inc.   January 2007 - Present
(k)RPG, LLC   February 2007 - January 2012
(k)RPG, LLC   2007 - January 2011
Renaissance Chef   May 2005 - January 2009
Innovative Value, Inc   2003 - January 2007
Cornerstone Financial   May 1996 - March 2003
Silo Inn/Mr T's Sandwich Factory/Tavenner's Catering   1965 - 1997

Skills
Non-profits, Retirement Planning, Strategic Financial..., Small Business, Business Strategy, Corporate Qualified..., Personal..., Defined Benefit, Strategic Planning, Investment Management, Business Planning, Insurance, Financial Reporting, Retirement Plan..., Nonprofits, Financial Planners, Investments, Investment Strategies, Wealth Management, Fixed Annuities, Disability Insurance, 401k, Series 6, IRAs, Profit Sharing, Mutual Funds, Finance, Pensions, Project Planning, Life Insurance, Financial Services, Estate Planning, Retirement, Financial Analysis, Investment Advisory, FINRA, Series 63, Asset Management, Asset Allocation, Financial Advisory, Qualified Retirement..., Series 65, ERISA, Personal Financial..., Wealth, Employee Benefits, Wealth Management..., Alternative Investments, Long Term Care Insurance, 401k Rollovers

Education
University of Maryland University College   1973 — 1996
BS, Management Studies

University of Maryland College Park

Michelle Piwonski Michelle Piwonski United States Details
Michelle Piwonski's Cornerstone Financial Experience 2001 - 2004
Job Executive Talent Acquisition Recruiter
Industry Banking
Experience
Mortgage Search & Acquisition (MSA)   August 2013 - Present
People's Choice Realty Services, LLC   July 2013 - Present
New Penn Financial, LLC  November 2012 - July 2013
Concentra  July 2012 - March 2013
PCI Management   2008 - 2012
British Telecom  2008 - 2008
Countrywide Home Loans  2004 - 2008
Cornerstone Financial   2001 - 2004
Lucent Technologies  2000 - 2001
Technical Recruiting Associates   1998 - 2000

Skills
Small Business..., Leadership Development, Advertising, Account Management, Administration, Business Analysis, Business Strategy, Business Management, Customer Relations, Coaching, Contract Negotiation, Data Analysis, Excel, Employee Relations, Forecasting, Financial Planning, Healthcare, Hiring, Inventory Management, Team Leadership, Lotus Notes, Program Management, Social Networking, New Business Development, Organizational..., Operations Management, Microsoft Office, Strategic Planning, Product Development, Quality Assurance, Problem Solving, Team Management, Team Building, Vendor Management, Word, Management, Customer Service, Recruiting, Talent Acquisition, CRM, Business Development, Training, Sourcing, Leadership, Cold Calling, Sales, Microsoft Excel, Human Resources, Process Improvement, Sales Management

Education
Colorado State University-Pueblo
Bachelor of Business Administration (BBA), Business Administration and Management, General

Garrett Cheney Garrett Cheney Lafayette, Indiana Details
Garrett Cheney's Cornerstone Financial Experience August 2014 - Present
Job Financial Advisor at Cornerstone Financial
Industry Financial Services
Experience
Cornerstone Financial   August 2014 - Present
Young Life  October 2007 - August 2014

Skills
Non-profits, Accounting, Management, Community Outreach, Leadership Development, Volunteer Management

Education
Purdue University   2003 — 2007
Accounting, Finance, Management

Derek Gustafson Derek Gustafson Greater Boston Area Details
Derek Gustafson's Cornerstone Financial Experience May 2008 - September 2008
Job Manager, Financial Planning and Analysis (FP&A) at American Tower
Industry Telecommunications
Experience
American Tower  June 2015 - Present
American Tower  September 2014 - June 2015
Gus's Tackle   August 2008 - June 2015
American Tower  January 2013 - August 2014
Naval Supply Systems Command HQ   June 2011 - January 2013
US Department of Defense  February 2009 - June 2011
Cornerstone Financial   May 2008 - September 2008

Skills
Leadership, Training, Process Improvement, Program Management, Financial Analysis, Financial Modeling, Analysis, Policy, Finance, Microsoft Excel, Strategy, Cross-functional Team..., Forecasting, Project Management, Financial Reporting, Strategic Planning, Valuation

Education
Loyola College in Maryland   2006 — 2008
Bachelor of Business Administration, Finance

Union College   2004 — 2006
Mechanical Engineering, Economics