Cornerstone Advisors

Many people think about rolling over their 401(k) funds when they change jobs or retire. Depending on your age and investment strategy, it may make financial sense to rollover some of your assets while you’re still working and contributing to a 401(k) plan. We can help you determine if a rollover fits with your overall retirement savings strategy. Using our exclusive Confident Retirement® approach, we’ll work together to identify customized financial strategies that can evolve over time. Our goal is to help our clients feel more in charge of their financial lives so that they can pursue their passions—for today and tomorrow—with confidence.


Advisors

Ted Fox

Ted Fox

Private Wealth Advisor

Visit Ted Fox's website
Sandy Hagemeister

Sandy Hagemeister

Associate Financial Advisor

Visit Sandy Hagemeister's website
Brady Koss

Brady Koss

Financial Advisor

Visit Brady Koss's website
Rhonda Klement

Rhonda Klement

Financial Advisor

Visit Rhonda Klement's website

Team

Mona Fox

Mona Fox

Operations Director

Connie Lemmer

Connie Lemmer

Office Manager,

Client Concierge
Shelby Gjertson

Shelby Gjertson

Client Relationship Manager