CornerStone Financial Group

Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.


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Team photo for CornerStone Financial Group
Team photo for CornerStone Financial Group

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Advisors

Advisor photo for Nicholas Tucker

Nicholas Tucker

APMA, CRPC

Private Wealth Advisor

Associate Franchise Consultant
Visit Nicholas Tucker's website
Advisor photo for Jonathon Hornbeck

Jonathon Hornbeck

APMA

Financial Advisor

Visit Jonathon Hornbeck's website
Advisor photo for Eva Moulton

Eva Moulton

CFP®

Financial Advisor

Visit Eva Moulton's website
Advisor photo for Jennifer Galey

Jennifer Galey

MSF, CFP®, CRPC, APMA

Financial Advisor

Visit Jennifer Galey's website
Advisor photo for JC Wilhelm

JC Wilhelm

CFP®, CRPC, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit JC Wilhelm's website
Advisor photo for Stephen Bratta

Stephen Bratta

AAMS, CMFC, APMA

Private Wealth Advisor

Visit Stephen Bratta's website
Advisor photo for Paul Giles

Paul Giles

CRPC

Financial Advisor

Visit Paul Giles's website


Team

Stacie Helsel

Stacie Helsel

Paraplanner

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.
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Jessica Walla

Jessica Walla

Client Service Specialist

Roles & Responsibilities

  • Jessica's responsibilities include leading the team, preparing investment portfolios, running proposals through multiple financial planning and investment tools
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