Cornerstone Wealth Management
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Cornerstone Wealth Management Employees
Employee
Years
Job
Industry
Joseph Likens Joseph Likens's Cornerstone Wealth Management Experience January 2015 - Present
Job VP, SR FA , Global Wealth Management
Industry Financial Services
Experience
Cornerstone Wealth Management January 2015 - Present
Merrill Lynch April 2009 - Present
Skills
Investments, Portfolio Management, Financial Modeling, Equities, Wealth Management, Financial Analysis
Education
University of Missouri-Columbia
Cornerstone Wealth Management January 2015 - Present
Merrill Lynch April 2009 - Present
Skills
Investments, Portfolio Management, Financial Modeling, Equities, Wealth Management, Financial Analysis
Education
University of Missouri-Columbia
Cecil Dolberry, LUTCF Cecil Dolberry, LUTCF's Cornerstone Wealth Management Experience September 2014 - Present
Job President at Cornerstone Wealth Management
Industry Financial Services
Experience
Questar Capital Corporation September 2014 - Present
Cornerstone Wealth Management September 2014 - Present
Mutual of Omaha Investor Services, Inc December 2007 - September 2014
Bankers Life and Casualty Company June 2007 - December 2007
Party City May 2001 - June 2007
Skills
Investments, Wealth Accumulation, Wealth Transfer, Retirement, Retirement Savings, Retirement Benefits, Retirement Income..., IRAs, Fixed Annuities, Long Term Care Insurance, Life Insurance, Disability Insurance, Critical Illness
Education
Midwestern State University
Questar Capital Corporation September 2014 - Present
Cornerstone Wealth Management September 2014 - Present
Mutual of Omaha Investor Services, Inc December 2007 - September 2014
Bankers Life and Casualty Company June 2007 - December 2007
Party City May 2001 - June 2007
Skills
Investments, Wealth Accumulation, Wealth Transfer, Retirement, Retirement Savings, Retirement Benefits, Retirement Income..., IRAs, Fixed Annuities, Long Term Care Insurance, Life Insurance, Disability Insurance, Critical Illness
Education
Midwestern State University
Bradley J. Wyeth Bradley J. Wyeth's Cornerstone Wealth Management Experience January 2013 - April 2013
Job Financial Controller at S&H Steel Co., Inc.
Industry Financial Services
Experience
S&H Steel Co., Inc. January 2015 - Present
Graybar May 2014 - January 2015
BYU-Idaho April 2013 - December 2013
Cornerstone Wealth Management January 2013 - April 2013
Skills
Leadership, Management, Microsoft Excel, Public Speaking, Investments, Finance, Accounting, Teamwork, Strategic Planning, Data Analysis, Financial Analysis, Accounts Receivable, Access, Time Management, Accounts Payable, SAP
Education
Brigham Young University - Idaho 2009 — 2014
Business Managment, Finance
S&H Steel Co., Inc. January 2015 - Present
Graybar May 2014 - January 2015
BYU-Idaho April 2013 - December 2013
Cornerstone Wealth Management January 2013 - April 2013
Skills
Leadership, Management, Microsoft Excel, Public Speaking, Investments, Finance, Accounting, Teamwork, Strategic Planning, Data Analysis, Financial Analysis, Accounts Receivable, Access, Time Management, Accounts Payable, SAP
Education
Brigham Young University - Idaho 2009 — 2014
Business Managment, Finance
Gary Waldvogel Gary Waldvogel's Cornerstone Wealth Management Experience April 2004 - September 2006
Job Corporate Controller at Fairfield Residential
Industry Accounting
Experience
Fairfield Residential November 2013 - Present
EY October 2007 - November 2013
Cornerstone Wealth Management April 2004 - September 2006
EY October 1998 - April 2004
Skills
Financial Analysis, Commercial Real Estate, Financial Reporting, Financial Modeling, US GAAP
Education
Brigham Young University 1994 — 1998
Master's degree, Accounting
Fairfield Residential November 2013 - Present
EY October 2007 - November 2013
Cornerstone Wealth Management April 2004 - September 2006
EY October 1998 - April 2004
Skills
Financial Analysis, Commercial Real Estate, Financial Reporting, Financial Modeling, US GAAP
Education
Brigham Young University 1994 — 1998
Master's degree, Accounting
Kendall Bruington Kendall Bruington's Cornerstone Wealth Management Experience March 2013 - December 2013
Job Client Services Manager at Bell Rogers Wealth Management
Industry Financial Services
Experience
Bell Rogers Wealth Management January 2014 - Present
Cornerstone Wealth Management March 2013 - December 2013
Edward Jones October 2003 - March 2013
Skills
Administrative..., Office Administration, Office Management, Calendars, Confidentiality, Data Entry, Executive Support, Outlook, Telephone Skills, Invoicing, Office Equipment, File Management, Fax, Administration, Administrative Work, Time Management
Education
Chowan University
Bell Rogers Wealth Management January 2014 - Present
Cornerstone Wealth Management March 2013 - December 2013
Edward Jones October 2003 - March 2013
Skills
Administrative..., Office Administration, Office Management, Calendars, Confidentiality, Data Entry, Executive Support, Outlook, Telephone Skills, Invoicing, Office Equipment, File Management, Fax, Administration, Administrative Work, Time Management
Education
Chowan University
Ben Clark, CFP®, ChFC®, AAMS®, MBA Ben Clark, CFP®, ChFC®, AAMS®, MBA's Cornerstone Wealth Management Experience October 2013 - Present
Job Private Wealth Manager at Cornerstone Wealth Management
Industry Financial Services
Experience
University of North Georgia Corps Advisory Council (CAC) July 2014 - Present
Cornerstone Wealth Management October 2013 - Present
Oglethorpe University 2013 - Present
Emory 2011 - Present
PowerCore 2006 - Present
Edward Jones August 2006 - October 2013
Emory University 2011 - 2013
Gip's Manufacturing Company 1984 - 2006
United States Army July 1975 - August 2003
Red Kap Industries and Jantzen Sportswear December 1978 - October 1984
Skills
Small Business, Finance, Insurance, Strategy, Time Management, Investments, Tax, Financial Planners, Estate Planning, Entrepreneurship, Nonprofits, Retirement Planning, Strategic Financial..., Leadership, Wealth Management, Mutual Funds, Training, Team Building, Long-term Care, Business Planning, Marketing, Sales, Microsoft Excel, Employee Benefits, Coaching, Financial Analysis, Life Insurance, Term Life Insurance, Fixed Annuities, Budgets, Retirement
Education
The American College 2011 — 2012
Charted Financial Consultant, Advanced Financial Planning
Emory University 2009 — 2010
Certificate, Financial Planning
Clemson University - College of Business and Behavioral Science 1981 — 1984
MBA, Business
Georgia State University 1976 — 1978
M.Ed., Counseling and Psychological Services
University of North Georgia 1969 — 1975
B.S., Mathematics
The American College
ChFC, Advanced Financial Planning
University of North Georgia Corps Advisory Council (CAC) July 2014 - Present
Cornerstone Wealth Management October 2013 - Present
Oglethorpe University 2013 - Present
Emory 2011 - Present
PowerCore 2006 - Present
Edward Jones August 2006 - October 2013
Emory University 2011 - 2013
Gip's Manufacturing Company 1984 - 2006
United States Army July 1975 - August 2003
Red Kap Industries and Jantzen Sportswear December 1978 - October 1984
Skills
Small Business, Finance, Insurance, Strategy, Time Management, Investments, Tax, Financial Planners, Estate Planning, Entrepreneurship, Nonprofits, Retirement Planning, Strategic Financial..., Leadership, Wealth Management, Mutual Funds, Training, Team Building, Long-term Care, Business Planning, Marketing, Sales, Microsoft Excel, Employee Benefits, Coaching, Financial Analysis, Life Insurance, Term Life Insurance, Fixed Annuities, Budgets, Retirement
Education
The American College 2011 — 2012
Charted Financial Consultant, Advanced Financial Planning
Emory University 2009 — 2010
Certificate, Financial Planning
Clemson University - College of Business and Behavioral Science 1981 — 1984
MBA, Business
Georgia State University 1976 — 1978
M.Ed., Counseling and Psychological Services
University of North Georgia 1969 — 1975
B.S., Mathematics
The American College
ChFC, Advanced Financial Planning
Nathan Stucky's Cornerstone Wealth Management Experience January 2015 - Present
Job Financial Advisor at Cornerstone Wealth Management
Industry Financial Services
Experience
Cornerstone Wealth Management January 2015 - Present
Mutual of Omaha May 2012 - December 2012
Golf USA of Lawrence April 2009 - August 2011
Education
The University of Kansas 2008 — 2011
BGS, Economics
Newton High School
Cornerstone Wealth Management January 2015 - Present
Mutual of Omaha May 2012 - December 2012
Golf USA of Lawrence April 2009 - August 2011
Education
The University of Kansas 2008 — 2011
BGS, Economics
Newton High School
Thomas Gooden's Cornerstone Wealth Management Experience May 2012 - Present
Job Financial Advisor at Cornerstone Wealth Management
Industry Financial Services
Experience
Cornerstone Wealth Management May 2012 - Present
Edward Jones May 1989 - May 2012
Skills
Financial Advisory, 401k Rollovers, Retirement Planning, IRAs, Roth IRA, Asset Allocation, Mutual Funds, REITs, BDCs, Variable Annuities, Fixed Annuities, Life Insurance, Long-term Care, Wealth Management, Retirement
Education
The University of Kansas 1984 — 1989
BA
Webster Groves High School 1980 — 1984
Cornerstone Wealth Management May 2012 - Present
Edward Jones May 1989 - May 2012
Skills
Financial Advisory, 401k Rollovers, Retirement Planning, IRAs, Roth IRA, Asset Allocation, Mutual Funds, REITs, BDCs, Variable Annuities, Fixed Annuities, Life Insurance, Long-term Care, Wealth Management, Retirement
Education
The University of Kansas 1984 — 1989
BA
Webster Groves High School 1980 — 1984
Craig Moddelmog Craig Moddelmog's Cornerstone Wealth Management Experience April 2009 - Present
Job President of Cornerstone Wealth Management
Industry Financial Services
Experience
Cornerstone Wealth Management April 2009 - Present
Merrill Lynch February 2005 - April 2009
Investment Professionals Inc. December 1998 - December 2001
Commercial Federal Bank January 1995 - December 1998
Skills
Retirement Planning, Comprehensive Life and..., Estate & Insurance..., Corporate Retirement..., Strategic Financial..., Pensions, Mutual Funds, Investments, Wealth Management, Portfolio Management, Asset Allocation, Financial Advisory, Strategy, IRAs
Education
University of Northern Colorado 1989 — 1992
BS, Business Communications, Masters in Athletic Administration
Fort Hays State University 1986 — 1989
Business Communications
Fort Collins High School 1984 — 1986
Cornerstone Wealth Management April 2009 - Present
Merrill Lynch February 2005 - April 2009
Investment Professionals Inc. December 1998 - December 2001
Commercial Federal Bank January 1995 - December 1998
Skills
Retirement Planning, Comprehensive Life and..., Estate & Insurance..., Corporate Retirement..., Strategic Financial..., Pensions, Mutual Funds, Investments, Wealth Management, Portfolio Management, Asset Allocation, Financial Advisory, Strategy, IRAs
Education
University of Northern Colorado 1989 — 1992
BS, Business Communications, Masters in Athletic Administration
Fort Hays State University 1986 — 1989
Business Communications
Fort Collins High School 1984 — 1986
Timothy Marcinek, AIF® Timothy Marcinek, AIF®'s Cornerstone Wealth Management Experience March 2014 - Present
Job Financial Planner at Cornerstone Wealth Management
Industry Financial Services
Experience
Cornerstone Wealth Management March 2014 - Present
Clarity 2 Prosperity Advisory Group & Prosperity Capital Advisors October 2012 - March 2014
Prosperity Capital Advisors March 2011 - October 2012
Hill Financial Group March 2008 - December 2010
Cornerstone Capital Advisors June 2004 - March 2008
National City Bank 1994 - 1997
National City Bank 1994 - 1997
Skills
Financial Planning, Wealth Management, RIA, High Net Worth..., Investment Advisory, Income Tax, Tax Preparation, Portfolio Management, Retirement Planning, Asset Allocation, Investment Operations, Financial Technology, Investments, Asset Management, Strategic Financial...
Education
Cleveland State University 1994 — 1998
Bachelors, Business Administration - Accounting
John Carroll University 1992 — 1994
St. Ignatius High School 1988 — 1992
High School
Cornerstone Wealth Management March 2014 - Present
Clarity 2 Prosperity Advisory Group & Prosperity Capital Advisors October 2012 - March 2014
Prosperity Capital Advisors March 2011 - October 2012
Hill Financial Group March 2008 - December 2010
Cornerstone Capital Advisors June 2004 - March 2008
National City Bank 1994 - 1997
National City Bank 1994 - 1997
Skills
Financial Planning, Wealth Management, RIA, High Net Worth..., Investment Advisory, Income Tax, Tax Preparation, Portfolio Management, Retirement Planning, Asset Allocation, Investment Operations, Financial Technology, Investments, Asset Management, Strategic Financial...
Education
Cleveland State University 1994 — 1998
Bachelors, Business Administration - Accounting
John Carroll University 1992 — 1994
St. Ignatius High School 1988 — 1992
High School
Dave Winkler Dave Winkler's Cornerstone Wealth Management Experience October 2008 - Present
Job Wealth Planner at Cornerstone Wealth Management
Industry Financial Services
Experience
Cornerstone Wealth Management October 2008 - Present
BioGenex Laboratories September 2004 - August 2005
eFORCE, Inc. September 1999 - August 2004
Alysis Technologies November 1989 - May 1999
Education
University of California, Berkeley 2007 — 2009
Certificate, Personal Financial Planning
University of Notre Dame 1963 — 1968
BS, Mechanical Engineering
Cornerstone Wealth Management October 2008 - Present
BioGenex Laboratories September 2004 - August 2005
eFORCE, Inc. September 1999 - August 2004
Alysis Technologies November 1989 - May 1999
Education
University of California, Berkeley 2007 — 2009
Certificate, Personal Financial Planning
University of Notre Dame 1963 — 1968
BS, Mechanical Engineering
Jennifer Chess Jennifer Chess's Cornerstone Wealth Management Experience 1999 - 2013
Job Senior Wealth Planner at PNC Wealth Management
Industry Investment Management
Experience
PNC Wealth Management 2014 - Present
Cornerstone Wealth Management 1999 - 2013
CFP Program 2007 - 2010
Merrill Lynch 1981 - 1991
Skills
Microsoft Office, Portfolio Management, Equities, Financial Analysis, Fixed Income, Wealth Management, Asset Allocation, Mutual Funds, Strategic Financial..., Microsoft Excel, Investment Strategies, Estate Planning, Certified Financial..., Finance, Investment Advisory
Education
John Carroll University 1977 — 1981
Bachelor of Science, Finance
PNC Wealth Management 2014 - Present
Cornerstone Wealth Management 1999 - 2013
CFP Program 2007 - 2010
Merrill Lynch 1981 - 1991
Skills
Microsoft Office, Portfolio Management, Equities, Financial Analysis, Fixed Income, Wealth Management, Asset Allocation, Mutual Funds, Strategic Financial..., Microsoft Excel, Investment Strategies, Estate Planning, Certified Financial..., Finance, Investment Advisory
Education
John Carroll University 1977 — 1981
Bachelor of Science, Finance
Danny Esselman Danny Esselman's Cornerstone Wealth Management Experience December 2014 - Present
Job Financial Advisor at Cornerstone Wealth Management
Industry Financial Services
Experience
Cornerstone Wealth Management December 2014 - Present
Mutual of Omaha June 2014 - November 2014
Mutual of Omaha May 2012 - June 2014
BNI 2013 - 2013
Brookside Frontier School of Excellence October 2011 - November 2011
University of Sydney Business School February 2011 - July 2011
Kansas City Country Club May 2010 - February 2011
Helpers Inc February 2009 - April 2009
Schlagle High School September 2008 - March 2009
Express Men January 2008 - July 2008
Skills
Microsoft Word, Leadership, Sales, Networking, Finance, Financial Advisory, Insurance, Retirement Planning, Investments, Accounting, Mutual Funds, Disability Insurance, Fixed Annuities, Long-term Care, Life Insurance, Retirement, Strategic Financial..., Risk Management, Series 63, Financial Services, Series 6, Securities, Budgets, Employee Benefits, Teamwork, Life
Education
Rockhurst University 2008 — 2012
BSBA, Finance/Accounting
Rockhurst University (Class of 2012) 2008 — 2012
Bachelor; 2012, Science and Business Administration; Accounting/Finance
University of Sydney 2011 — 2011
Accounting/Finance
Rockhurst High School
University of Sydney
Masters, Business Administration
Cornerstone Wealth Management December 2014 - Present
Mutual of Omaha June 2014 - November 2014
Mutual of Omaha May 2012 - June 2014
BNI 2013 - 2013
Brookside Frontier School of Excellence October 2011 - November 2011
University of Sydney Business School February 2011 - July 2011
Kansas City Country Club May 2010 - February 2011
Helpers Inc February 2009 - April 2009
Schlagle High School September 2008 - March 2009
Express Men January 2008 - July 2008
Skills
Microsoft Word, Leadership, Sales, Networking, Finance, Financial Advisory, Insurance, Retirement Planning, Investments, Accounting, Mutual Funds, Disability Insurance, Fixed Annuities, Long-term Care, Life Insurance, Retirement, Strategic Financial..., Risk Management, Series 63, Financial Services, Series 6, Securities, Budgets, Employee Benefits, Teamwork, Life
Education
Rockhurst University 2008 — 2012
BSBA, Finance/Accounting
Rockhurst University (Class of 2012) 2008 — 2012
Bachelor; 2012, Science and Business Administration; Accounting/Finance
University of Sydney 2011 — 2011
Accounting/Finance
Rockhurst High School
University of Sydney
Masters, Business Administration
John Phillip Reeves John Phillip Reeves's Cornerstone Wealth Management Experience January 1992 - July 2002
Job Independent Computer & Network Security Professional
Industry Computer & Network Security
Experience
7-Eleven January 2006 - Present
Highland Park Pharmacy October 1989 - July 2006
Cornerstone Wealth Management January 1992 - July 2002
Paul Lazzaro & Associates November 1985 - January 1996
Education
Southern Methodist University - Cox School of Business 1998 — 1999
7-Eleven January 2006 - Present
Highland Park Pharmacy October 1989 - July 2006
Cornerstone Wealth Management January 1992 - July 2002
Paul Lazzaro & Associates November 1985 - January 1996
Education
Southern Methodist University - Cox School of Business 1998 — 1999
Erich Castillo's Cornerstone Wealth Management Experience April 2004 - Present
Job Owner, President at Cornerstone Wealth Management
Industry Financial Services
Experience
Cornerstone Wealth Management April 2004 - Present
American Express Financial Advisors August 1997 - April 2004
University of Kentucky January 1991 - May 1997
Education
University of Kentucky 1991 — 1997
BA, Education
University of Kentucky 1991 — 1997
BBA, Finance
Cornerstone Wealth Management April 2004 - Present
American Express Financial Advisors August 1997 - April 2004
University of Kentucky January 1991 - May 1997
Education
University of Kentucky 1991 — 1997
BA, Education
University of Kentucky 1991 — 1997
BBA, Finance
Nate Oltmans Nate Oltmans's Cornerstone Wealth Management Experience July 2007 - Present
Job Partner, CFP® at Cornerstone Wealth Management, LLC
Industry Financial Services
Mark Lien Mark Lien's Cornerstone Wealth Management Experience May 2012 - August 2013
Job Senior Vice President at Appistry
Industry Financial Services
Experience
Appistry August 2013 - Present
Cornerstone Wealth Management May 2012 - August 2013
Edward Jones January 2011 - May 2012
American Funds Dist February 1998 - June 2009
J&W Seligman 1994 - 1996
Skills
Series 7, Retirement Planning, Mutual Funds, Wealth Management, Investments, Series 63, Securities, ETFs, Alternative Investments, Asset Allocation, Retirement, IRAs, Asset Management, Investment Advisory, Investment Strategies
Education
Iowa State University 1980 — 1984
Bachelor of Business Administration (BBA), Finance, General
Appistry August 2013 - Present
Cornerstone Wealth Management May 2012 - August 2013
Edward Jones January 2011 - May 2012
American Funds Dist February 1998 - June 2009
J&W Seligman 1994 - 1996
Skills
Series 7, Retirement Planning, Mutual Funds, Wealth Management, Investments, Series 63, Securities, ETFs, Alternative Investments, Asset Allocation, Retirement, IRAs, Asset Management, Investment Advisory, Investment Strategies
Education
Iowa State University 1980 — 1984
Bachelor of Business Administration (BBA), Finance, General
Tyler Davidson's Cornerstone Wealth Management Experience December 2014 - Present
Job Financial Advisor at Cornerstone Wealth Management, LLC
Industry Financial Services
Experience
Cornerstone Wealth Management December 2014 - Present
Mutual of Omaha December 2012 - December 2014
Central Bank of Missouri - Columbia August 2010 - July 2012
Skills
Qualified Retirement..., Strategic Financial..., 401k Rollovers, College Funding..., Group Benefit Plans, Insurance, Life Insurance, Disability Insurance
Education
University of Missouri-Columbia 2008 — 2012
Bachelor of Science (BS), General Finance and Real Estate
Cornerstone Wealth Management December 2014 - Present
Mutual of Omaha December 2012 - December 2014
Central Bank of Missouri - Columbia August 2010 - July 2012
Skills
Qualified Retirement..., Strategic Financial..., 401k Rollovers, College Funding..., Group Benefit Plans, Insurance, Life Insurance, Disability Insurance
Education
University of Missouri-Columbia 2008 — 2012
Bachelor of Science (BS), General Finance and Real Estate
Chris Meacham Chris Meacham's Cornerstone Wealth Management Experience September 1999 - Present
Job President & CEO at Cornerstone Wealth Management
Industry Financial Services
Experience
Cornerstone Wealth Management September 1999 - Present
Education
Brigham Young University 1972 — 1976
Bachelor of Science, Business Management/Finance
Cornerstone Wealth Management September 1999 - Present
Education
Brigham Young University 1972 — 1976
Bachelor of Science, Business Management/Finance
Brandon Coombs Brandon Coombs's Cornerstone Wealth Management Experience April 2010 - October 2010
Job 4th Grade Science Teacher at North Raleigh Christian Academy
Industry Education Management
Experience
North Raleigh Christian Academy December 2011 - Present
Crossroads Christian School August 2011 - December 2011
North Raleigh Christian Academy August 2010 - August 2011
Cornerstone Wealth Management April 2010 - October 2010
Mélange Health Solutions July 2008 - October 2009
Pregnancy Support Services of Wake Forest February 2008 - May 2008
Life Skills Counseling March 2007 - February 2008
Institute for Family Centered Services October 2005 - March 2007
Family Continuity Program, Inc September 2004 - May 2005
North Shore Emergency Services February 2004 - August 2004
Skills
Educational Leadership, Creative Problem Solving, Teaching/mentoring
Education
Gordon Conwell Theological Seminary 2003 — 2005
M.A, Counseling
Miami University 1999 — 2003
B.S, Family Studies
North Raleigh Christian Academy December 2011 - Present
Crossroads Christian School August 2011 - December 2011
North Raleigh Christian Academy August 2010 - August 2011
Cornerstone Wealth Management April 2010 - October 2010
Mélange Health Solutions July 2008 - October 2009
Pregnancy Support Services of Wake Forest February 2008 - May 2008
Life Skills Counseling March 2007 - February 2008
Institute for Family Centered Services October 2005 - March 2007
Family Continuity Program, Inc September 2004 - May 2005
North Shore Emergency Services February 2004 - August 2004
Skills
Educational Leadership, Creative Problem Solving, Teaching/mentoring
Education
Gordon Conwell Theological Seminary 2003 — 2005
M.A, Counseling
Miami University 1999 — 2003
B.S, Family Studies
David Gomersall David Gomersall's Cornerstone Wealth Management Experience January 1963 - Present
Job Managing Member at Westlake East Real Estate Associates LLC
Industry Investment Management
Experience
Cornerstone Wealth Management January 1963 - Present
Westlake East Real Estate Associates LLC January 2005 - Present
ADR Management, LLC September 2003 - Present
ADR Condominium Association January 2003 - Present
Teal Office Park Condominium Association July 1988 - Present
Bellflower Center For Prevention of Child Abuse January 2009 - May 2011
Skills
Investments, Private Equity, Due Diligence, Restructuring, Corporate Real Estate, Disposition, Real Estate Economics, Investment Banking, Financial Structuring, Portfolio Management, Corporate Finance, Financial Analysis, Asset Management, Mergers & Acquisitions, Divestitures, Brokerage, New Business Development, Capital Markets, Alternative Investments, Real Estate Development, M&A experience, Real Estate Transactions, Real Estate, Commercial Real Estate, Investment Management, Leases, Business Valuation, Strategic Planning, Asset Managment, Hedge Funds, Equities, Asset Allocation, Mergers
Education
Cleveland State University 1960 — 1966
Bachelor of Business Administration (BBA), Accounting
Bowling Green State University 1957 — 1960
Cornerstone Wealth Management January 1963 - Present
Westlake East Real Estate Associates LLC January 2005 - Present
ADR Management, LLC September 2003 - Present
ADR Condominium Association January 2003 - Present
Teal Office Park Condominium Association July 1988 - Present
Bellflower Center For Prevention of Child Abuse January 2009 - May 2011
Skills
Investments, Private Equity, Due Diligence, Restructuring, Corporate Real Estate, Disposition, Real Estate Economics, Investment Banking, Financial Structuring, Portfolio Management, Corporate Finance, Financial Analysis, Asset Management, Mergers & Acquisitions, Divestitures, Brokerage, New Business Development, Capital Markets, Alternative Investments, Real Estate Development, M&A experience, Real Estate Transactions, Real Estate, Commercial Real Estate, Investment Management, Leases, Business Valuation, Strategic Planning, Asset Managment, Hedge Funds, Equities, Asset Allocation, Mergers
Education
Cleveland State University 1960 — 1966
Bachelor of Business Administration (BBA), Accounting
Bowling Green State University 1957 — 1960
Jonathan Twidwell Jonathan Twidwell's Cornerstone Wealth Management Experience December 2014 - Present
Job Financial Advisor at Cornerstone Wealth Management
Industry Financial Services
Experience
Cornerstone Wealth Management December 2014 - Present
Catholic Foundation of Northeast Kansas January 2012 - Present
Mutual of Omaha Financial Advisors March 2011 - November 2014
Mutual of Omaha September 2009 - March 2011
BKD, LLP January 2007 - September 2009
Great West Casualty Company May 2006 - December 2006
Great West Casualty 2006 - 2006
CSG Systems May 2003 - August 2004
Skills
Insurance, Employee Benefits
Education
Creighton University School of Law 2004 — 2007
J.D., Law
Creighton University 2000 — 2004
BSBA, Accounting, Finance
Fremont Senior High School 1996 — 2000
Cornerstone Wealth Management December 2014 - Present
Catholic Foundation of Northeast Kansas January 2012 - Present
Mutual of Omaha Financial Advisors March 2011 - November 2014
Mutual of Omaha September 2009 - March 2011
BKD, LLP January 2007 - September 2009
Great West Casualty Company May 2006 - December 2006
Great West Casualty 2006 - 2006
CSG Systems May 2003 - August 2004
Skills
Insurance, Employee Benefits
Education
Creighton University School of Law 2004 — 2007
J.D., Law
Creighton University 2000 — 2004
BSBA, Accounting, Finance
Fremont Senior High School 1996 — 2000
Leah Swearingen, APR's Cornerstone Wealth Management Experience 2004 - 2012
Job Marketing Communications | Digital Media Strategies | Public Relations | Content Strategist and Curation
Industry Marketing and Advertising
Experience
Swearingen Communications August 1987 - Present
Point Loma Nazarene University 2010 - 2015
Rancho Financial Mortgage 2006 - 2015
Foster Thornton LLC 2006 - 2015
Larson & Solecki LLP 2001 - 2015
Public Relations Society of America 1997 - 2015
Rogitz & Associates 2012 - 2013
Floaties Swim School 2011 - 2012
Cornerstone Wealth Management 2004 - 2012
North County Bar Association 2010 - 2011
Skills
Copywriting, Strategic Communications, Public Relations, Marketing, Marketing Communications, Marketing Strategy, Social Media, Corporate Communications, Social Media Marketing, Strategic Planning, Public Speaking, Online Marketing, Content Development, Press Releases, Business Development, Integrated Marketing, Digital Marketing, Email Marketing, Media Relations, Branding & Identity, Direct Marketing, Event Management, Digital Media, Web Content, Publicity, Creative Direction, Brand Development, Content Strategy, Google Analytics
Education
The University of Texas at Austin
B.S. With High Honors, Communications, Dean's List Every Semester
San Diego State University-California State University 2010 — 2011
Professional Certificate, Digital and Social Media, "Excellent" in All Classes
Swearingen Communications August 1987 - Present
Point Loma Nazarene University 2010 - 2015
Rancho Financial Mortgage 2006 - 2015
Foster Thornton LLC 2006 - 2015
Larson & Solecki LLP 2001 - 2015
Public Relations Society of America 1997 - 2015
Rogitz & Associates 2012 - 2013
Floaties Swim School 2011 - 2012
Cornerstone Wealth Management 2004 - 2012
North County Bar Association 2010 - 2011
Skills
Copywriting, Strategic Communications, Public Relations, Marketing, Marketing Communications, Marketing Strategy, Social Media, Corporate Communications, Social Media Marketing, Strategic Planning, Public Speaking, Online Marketing, Content Development, Press Releases, Business Development, Integrated Marketing, Digital Marketing, Email Marketing, Media Relations, Branding & Identity, Direct Marketing, Event Management, Digital Media, Web Content, Publicity, Creative Direction, Brand Development, Content Strategy, Google Analytics
Education
The University of Texas at Austin
B.S. With High Honors, Communications, Dean's List Every Semester
San Diego State University-California State University 2010 — 2011
Professional Certificate, Digital and Social Media, "Excellent" in All Classes
Leslie Nanberg's Cornerstone Wealth Management Experience 2002 - Present
Job President, Cornerstone Wealth Management
Industry Financial Services
Experience
The Greater Boston Food Bank 2004 - Present
Cornerstone Wealth Management 2002 - Present
MFS Investment Management September 1980 - September 2001
Skills
Investments, Mutual Funds, Fixed Income, Wealth Management, Investment Management, Investment Advisory, Asset Allocation, Portfolio Management, Asset Managment, Research, Non-profits, Financial Analysis, Capital Markets
Education
Northwestern University - Kellogg School of Management 1968 — 1970
MBA, Finance
Northwestern University 1968 — 1968
Master's degree, economics
The Greater Boston Food Bank 2004 - Present
Cornerstone Wealth Management 2002 - Present
MFS Investment Management September 1980 - September 2001
Skills
Investments, Mutual Funds, Fixed Income, Wealth Management, Investment Management, Investment Advisory, Asset Allocation, Portfolio Management, Asset Managment, Research, Non-profits, Financial Analysis, Capital Markets
Education
Northwestern University - Kellogg School of Management 1968 — 1970
MBA, Finance
Northwestern University 1968 — 1968
Master's degree, economics
Sandra Hawkes's Cornerstone Wealth Management Experience January 2006 - October 2009
Job Real Estate Broker at Signature Realty Inc.
Industry Real Estate
Experience
Signature Realty Inc. January 2013 - Present
Union Chapel Baptist Church January 2012 - Present
North Raleigh Christian Academy September 2003 - Present
Sandy Wright & Associates 2008 - Present
Cornerstone Wealth Management January 2006 - October 2009
Skills
Wealth Management, Coaching, Real Estate, Fundraising, Leadership, Strategic Planning, Event Planning, Team Building, Budgets, Microsoft Office, Outlook, Management, Public Speaking, Customer Service, Nonprofits
Education
Greenville College 1974 — 1978
BA, Liberal Arts
Signature Realty Inc. January 2013 - Present
Union Chapel Baptist Church January 2012 - Present
North Raleigh Christian Academy September 2003 - Present
Sandy Wright & Associates 2008 - Present
Cornerstone Wealth Management January 2006 - October 2009
Skills
Wealth Management, Coaching, Real Estate, Fundraising, Leadership, Strategic Planning, Event Planning, Team Building, Budgets, Microsoft Office, Outlook, Management, Public Speaking, Customer Service, Nonprofits
Education
Greenville College 1974 — 1978
BA, Liberal Arts
Louis W. Leskosky's Cornerstone Wealth Management Experience March 2008 - December 2012
Job Vice President and Wealth Manager at Signature Financial Group, LLC
Industry Financial Services
Experience
Signature Financial Group January 2013 - Present
Cornerstone Wealth Management March 2008 - December 2012
Thrivent Financial October 2002 - March 2008
BlackRock June 1998 - September 2000
Skills
Wealth Management, Investments, Strategic Financial..., Mutual Funds, Investment Advisory, Asset Allocation, Wealth Accumulation, Series 7, College Savings Plans, Estate Planning, 401k, Retirement, Series 63, Life Insurance, Fixed Annuities, Financial Advisory, Securities, Portfolio Management, Asset Management, Retirement Planning, Finance, Wealth, Financial Services, Insurance, Investment Strategies, Financial Analysis, Alternative Investments, Financial Risk, Long-term Care, Risk Management, Equities, Investment Management, Fixed Income
Education
Bloomsburg University of Pennsylvania 2000 — 2002
Master of Education (MEd), Business Education
Drexel University - LeBow College of Business 1995 — 1998
BS, Finance and Economics
Signature Financial Group January 2013 - Present
Cornerstone Wealth Management March 2008 - December 2012
Thrivent Financial October 2002 - March 2008
BlackRock June 1998 - September 2000
Skills
Wealth Management, Investments, Strategic Financial..., Mutual Funds, Investment Advisory, Asset Allocation, Wealth Accumulation, Series 7, College Savings Plans, Estate Planning, 401k, Retirement, Series 63, Life Insurance, Fixed Annuities, Financial Advisory, Securities, Portfolio Management, Asset Management, Retirement Planning, Finance, Wealth, Financial Services, Insurance, Investment Strategies, Financial Analysis, Alternative Investments, Financial Risk, Long-term Care, Risk Management, Equities, Investment Management, Fixed Income
Education
Bloomsburg University of Pennsylvania 2000 — 2002
Master of Education (MEd), Business Education
Drexel University - LeBow College of Business 1995 — 1998
BS, Finance and Economics
Ryan Meacham's Cornerstone Wealth Management Experience January 2006 - Present
Job Principal
Industry Financial Services
Experience
Cornerstone Wealth Management January 2006 - Present
Beneficial Financial Group May 2004 - January 2006
Skills
Strategic Financial..., Fundraising, Wealth Management, Investments, Hedge Funds, Charity Work, Alternative Investments, Creative Real Estate...
Education
Arizona State University 2001 — 2003
Bachelor of Business Administration (BBA)
Cornerstone Wealth Management January 2006 - Present
Beneficial Financial Group May 2004 - January 2006
Skills
Strategic Financial..., Fundraising, Wealth Management, Investments, Hedge Funds, Charity Work, Alternative Investments, Creative Real Estate...
Education
Arizona State University 2001 — 2003
Bachelor of Business Administration (BBA)
Sheryl Wisler's Cornerstone Wealth Management Experience March 2011 - January 2012
Job Office Manager at Curtis Horticulture, Inc.
Industry Executive Office
Experience
Curtis Horticulture, Inc. March 2015 - Present
Solar Universe Silicon Valley November 2014 - August 2015
Gen110 April 2014 - January 2015
Petersen Dean Inc. April 2013 - April 2014
Barbosa Cabinets Inc. April 2012 - April 2013
Cornerstone Wealth Management March 2011 - January 2012
Barbosa Cabinets Inc. January 2006 - March 2011
Therapeutic Research Center April 2003 - January 2006
Prudential California Realty March 2002 - April 2003
Musco Family Olive Co July 1999 - March 2002
Skills
Microsoft Office Suite..., Database Programs..., Adobe PageMaker,..., CRMs (Salesforce, ACT,..., PC and MAC platforms, MAS 200, QuickBooks, AS400, Mas 90, Strategic Financial..., Business Planning, Management, Budgets, Marketing, Salesforce.com, Project Management, Start-ups, Leadership, Customer Service, CRM, Forecasting, Business Development, Microsoft Office, Team Building, Sales
Education
San Joaquin Delta College
AA degree, Business Administration
Curtis Horticulture, Inc. March 2015 - Present
Solar Universe Silicon Valley November 2014 - August 2015
Gen110 April 2014 - January 2015
Petersen Dean Inc. April 2013 - April 2014
Barbosa Cabinets Inc. April 2012 - April 2013
Cornerstone Wealth Management March 2011 - January 2012
Barbosa Cabinets Inc. January 2006 - March 2011
Therapeutic Research Center April 2003 - January 2006
Prudential California Realty March 2002 - April 2003
Musco Family Olive Co July 1999 - March 2002
Skills
Microsoft Office Suite..., Database Programs..., Adobe PageMaker,..., CRMs (Salesforce, ACT,..., PC and MAC platforms, MAS 200, QuickBooks, AS400, Mas 90, Strategic Financial..., Business Planning, Management, Budgets, Marketing, Salesforce.com, Project Management, Start-ups, Leadership, Customer Service, CRM, Forecasting, Business Development, Microsoft Office, Team Building, Sales
Education
San Joaquin Delta College
AA degree, Business Administration
Marvin Mitchell's Cornerstone Wealth Management Experience 2011 - April 2013
Job The Retirement Solutionist
Industry Financial Services
Experience
Compass Retirement Solutions March 2013 - Present
The John Maxwell Company March 2014 - Present
Cornerstone Wealth Management 2011 - April 2013
Edward Jones 2006 - 2011
Education
Southern Illinois University, Edwardsville 2002 — 2006
Bachelors, Mass Communications
Compass Retirement Solutions March 2013 - Present
The John Maxwell Company March 2014 - Present
Cornerstone Wealth Management 2011 - April 2013
Edward Jones 2006 - 2011
Education
Southern Illinois University, Edwardsville 2002 — 2006
Bachelors, Mass Communications
Matt Schanz, CPA's Cornerstone Wealth Management Experience July 2014 - Present
Job Cornerstone Wealth Management
Industry Accounting
Experience
Cornerstone Wealth Management July 2014 - Present
Hughes Pittman & Gupton LLP January 2013 - July 2014
Blackman & Sloop, CPAs, P.A. January 2010 - January 2013
RSM McGladrey 2007 - 2008
Education
Appalachian State University 2009 — 2009
Masters, Accounting
University of North Carolina at Wilmington 2004 — 2008
Bachelors, Accounting; Finance
Cornerstone Wealth Management July 2014 - Present
Hughes Pittman & Gupton LLP January 2013 - July 2014
Blackman & Sloop, CPAs, P.A. January 2010 - January 2013
RSM McGladrey 2007 - 2008
Education
Appalachian State University 2009 — 2009
Masters, Accounting
University of North Carolina at Wilmington 2004 — 2008
Bachelors, Accounting; Finance
Lawrence Scoloveno,CLU, ChFC's Cornerstone Wealth Management Experience May 2010 - Present
Job Wealth Manager at Cornerstone Wealth Management
Industry Financial Services
Experience
Cornerstone Wealth Management May 2010 - Present
PNC INVESTMENT SERVICES September 2006 - November 2009
PNC Investments September 2006 - October 2009
Bank of America August 1995 - September 2006
BANK OF AMERICA August 1995 - September 2006
John Hancock Life Insurance Company (U.S.A.) March 1984 - August 1995
JOHN HANCOCK March 1983 - August 1995
Skills
Business Planning, Insurance, Finance, Retirement Planning, Mutual Funds, Financial Services, Training, Financial Advisory, Estate Planning, Sales, Financial Planning, Wealth Management
Education
Rutgers University 1973 — 1977
B.A, ACCOUNTING
Rutgers, The State University of New Jersey-Newark 1973 — 1977
ba, Accounting, Business
Cornerstone Wealth Management May 2010 - Present
PNC INVESTMENT SERVICES September 2006 - November 2009
PNC Investments September 2006 - October 2009
Bank of America August 1995 - September 2006
BANK OF AMERICA August 1995 - September 2006
John Hancock Life Insurance Company (U.S.A.) March 1984 - August 1995
JOHN HANCOCK March 1983 - August 1995
Skills
Business Planning, Insurance, Finance, Retirement Planning, Mutual Funds, Financial Services, Training, Financial Advisory, Estate Planning, Sales, Financial Planning, Wealth Management
Education
Rutgers University 1973 — 1977
B.A, ACCOUNTING
Rutgers, The State University of New Jersey-Newark 1973 — 1977
ba, Accounting, Business
Nick Dionisos's Cornerstone Wealth Management Experience August 2004 - Present
Job Investment Advisor Representative at Cornerstone Wealth Management
Industry Investment Management
Experience
Cornerstone Wealth Management August 2004 - Present
Education
Baldwin-Wallace College 1988 — 1992
Bachelor of Arts (B.A.), Accounting
Cornerstone Wealth Management August 2004 - Present
Education
Baldwin-Wallace College 1988 — 1992
Bachelor of Arts (B.A.), Accounting
Mark Gottschlich's Cornerstone Wealth Management Experience June 2012 - August 2012
Job Real Estate Analyst
Industry Real Estate
Experience
BNF Real Estate Group January 2014 - Present
Escohab December 2012 - December 2013
Sunwood Ventures February 2013 - October 2013
LW Properties May 2013 - June 2013
Cornerstone Wealth Management June 2012 - August 2012
Skills
Real Estate, Investment Properties, Investments, Due Diligence, Commercial Real Estate, Disposition, Real Estate Transactions, Entrepreneurship, Acquisitions, Real Estate Development, International Real...
Education
San Diego State University-California State University 2012 — 2014
Bachelor of Business Administration (BBA), Real Estate, Senior
San Francisco State University 2010 — 2012
Business Administration, Finance, Freshman-Sophomore
BNF Real Estate Group January 2014 - Present
Escohab December 2012 - December 2013
Sunwood Ventures February 2013 - October 2013
LW Properties May 2013 - June 2013
Cornerstone Wealth Management June 2012 - August 2012
Skills
Real Estate, Investment Properties, Investments, Due Diligence, Commercial Real Estate, Disposition, Real Estate Transactions, Entrepreneurship, Acquisitions, Real Estate Development, International Real...
Education
San Diego State University-California State University 2012 — 2014
Bachelor of Business Administration (BBA), Real Estate, Senior
San Francisco State University 2010 — 2012
Business Administration, Finance, Freshman-Sophomore
Carissa Schmidt's Cornerstone Wealth Management Experience May 2014 - Present
Job Summer Intern at Cornerstone Wealth Management
Industry
Experience
Cornerstone Wealth Management May 2014 - Present
Skills
Social Media, Microsoft Word, Microsoft Office, Microsoft Excel, Salesforce.com..., PowerPoint, Customer Service, Teamwork, Research, Public Speaking, English, Time Management, Photoshop, Event Planning, Leadership, Spanish
Education
University of Missouri-Columbia 2013 — 2015
Bachelor of Arts (B.A.), Psychology
Lindenwood University 2012 — 2013
Cornerstone Wealth Management May 2014 - Present
Skills
Social Media, Microsoft Word, Microsoft Office, Microsoft Excel, Salesforce.com..., PowerPoint, Customer Service, Teamwork, Research, Public Speaking, English, Time Management, Photoshop, Event Planning, Leadership, Spanish
Education
University of Missouri-Columbia 2013 — 2015
Bachelor of Arts (B.A.), Psychology
Lindenwood University 2012 — 2013
Sharron Cross's Cornerstone Wealth Management Experience June 1994 - September 1996
Job Co Owner at Cross' Real Estate.
Industry Real Estate
Experience
Cross Home Maint. March 1982 - Present
Cross' Real Estate. March 1982 - Present
Southwest Credit Services October 1996 - March 2002
Cornerstone Wealth Management June 1994 - September 1996
Foreclosure Listing Services May 1986 - April 1990
Cross' Western House April 1975 - April 1985
Education
Brookhaven Community College 1990 — 1991
Accounting, Computer
Cross Home Maint. March 1982 - Present
Cross' Real Estate. March 1982 - Present
Southwest Credit Services October 1996 - March 2002
Cornerstone Wealth Management June 1994 - September 1996
Foreclosure Listing Services May 1986 - April 1990
Cross' Western House April 1975 - April 1985
Education
Brookhaven Community College 1990 — 1991
Accounting, Computer