The Team

CornerStone Financial Group

Advisors

Gregory Steen

Gregory Steen

Financial Advisor

More about me...

Designations

CFP®

Top Areas of Focus

  • Estate Planning Strategies
  • Family Finances
  • Retirement Planning Strategies

Education

BS Bachelor of Science, Accounting, Syracuse University, Syracuse, NY
CA Insurance #0H43238

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Eva Moulton

Eva Moulton

Financial Advisor


eva.l.moulton@ampf.com

248.244.8177

More about me...

Top Areas of Focus

  • Retirement Planning Strategies

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Rick Sieja

Rick Sieja

Financial Advisor


rick.l.sieja@ampf.com

248.827.1230

More about me...

Designations

CRPC®

Top Areas of Focus

  • Estate Planning Strategies
  • Family Finances
  • Retirement Planning Strategies

Education

Bachelor of Science, Psychology - Wayne State University 1973
CA Insurance #0J00843

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Staff

Carrie A. Barr

Carrie A. Barr

Paraplanner


248.827.1230 x240

carrie.a.barr@ampf.com

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Qualifications

  • Series 7
  • Life & Health Insurance
  • Variable Contracts
  • Series 66

Roles & Responsibilities

  • ? Carrie Barr, has been with Ameriprise since 2006. She is licensed and is also focused on the operations of the practice
John Dyer

John Dyer

Investment Specialist


248.244.8177

john.m.dyer@ampf.com

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Qualifications

  • Series 7
  • Series 66
  • Life & Health Insurance
  • BA in Economics from Michigan State University

Roles & Responsibilities

  • Through creative application of his strategies and sound execution, he is able to maximize profitability for advisors.
Dawn Marie Rem

Dawn Marie Rem

Operations Specialist


248.244.8177

dawn.m.rem@ampf.com

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Qualifications

  • BA in Integrative Studies from Oakland University
Shane L. Harvey

Shane L. Harvey

Financial Planning Assistant

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Qualifications

  • Series 7
  • Series 66
  • Life & Health Insurance
  • Certified Retirement Planning Counsellor
  • BS in Criminal Justice from Wayne State University

Roles & Responsibilities

  • Shane is directly involved in creating and delivering financial plans.
Anne Whitbeck

Anne Whitbeck

Administrative Assistant

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Roles & Responsibilities

  • ? Anne Whitbeck, has been with Ameriprise since 1998. She focuses on appointment scheduling and confirmations for the practice.
Stacie Helsel

Stacie Helsel

Paraplanner

More about me...

Qualifications

  • Series 7
  • Series 66
  • Life & Health Insurance

Roles & Responsibilities

  • ? Stacie Helsel, has been with Ameriprise since 2004. She is licensed and focuses on the operations of the practice.

Office Detail

Hours:
9 a.m. - 5 p.m.
9 a.m. - 5 p.m.
9 a.m. - 5 p.m.
9 a.m. - 5 p.m.
9 a.m. - 5 p.m.

Please call my assistant Carrie at (248) 799-5940 to make an appointment. Hours may vary.