The Team

CornerStone Financial Group

Whether you’re saving for retirement, college for your kids or other needs, you may be unsure about what to do next or whether you can do anything at all. That's where we can help. We'll take the time to listen to you and understand your goals and dreams. We'll help you build a plan to get back on track toward reaching them. Together, we can bring your dreams more within reach..

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Advisors

Gregory Steen

Gregory Steen

Financial Advisor

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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

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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

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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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Paul Giles

Paul Giles

Financial Advisor


paul.h.giles@ampf.com

248.827.1230

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Designations

CRPC®

Top Areas of Focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education

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Leon Carter

Leon Carter

Financial Advisor


leon.x.carter@ampf.com

734.727.0257

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Top Areas of Focus

  • Retirement Plan Distribution
  • Estate Planning Strategies
  • Family Finances

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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
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.
Stacie Helsel

Stacie Helsel

Paraplanner

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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.
Maryann Kiser

Maryann Kiser

Administrative Assistant


248.827.1230

Maryann.Kiser@ampf.com

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Roles & Responsibilities

  • Maryann assists in administrative duties for our practice, along with the day to day operations.
Carla DeShazer

Carla DeShazer

Administrative Assistant

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Roles & Responsibilities

  • Carla handles all of the calendar management for our practice and helps over see the day to day office duties
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.