Cornerstone Advisor Group

What inspired you to start this business?

While I was successful helping provide critical software solutions to Fortune 1000 companies and Government, I found I wasn't finding the fulfillment I was seeking. I have found helping provide financial security to business owners and families and aligning their faith and money is providing what was missing. I enjoy it so much I provide seminars to the public for free and offer complimentary discovery meetings.

How does your faith shape your work?

I am a fiduciary meaning I must put my clients interests first. My faith provides me even a higher standard.

What's a favorite patron saint or scripture?

Ad Jesum per Mariam.

What's one thing you'd like customers to know?

We customize holistic strategies that align your financial priorities with your life or business goals. Our ultimate goal is to empower you to dream bigger and enjoy financial stability. That is why we deliver excellence in life planning. I also am a Chartered Special Needs Consultant. Our team includes CPA's and we help families with prepare for retirement while balancing other family financial priorities including planning for your child’s care for the day when we are no longer here to provide this care and financial support. Focus includes navigating family dynamics, tax considerations, risk management, special needs trusts, and quality of life planning. A few examples are: One first meeting, I helped that was on short-term disability and looking for work they could in fact comfortable afford to retire that day. I helped a client provide the financial security to provide for his wife in need of dementia care and provide the financial resources for his son a Catholic School teacher to provide life long care of his daughter. I've protected clients retirement savings so that when the market is volatile their retirement income was unaffected increasing their peace of mind and quality of life.