The Team

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.

Our Advisors

Ted Fox

Ted Fox

Private Wealth Advisor

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Designations

CFP®, APMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Investments
  • Estate Planning Strategies

Education

BS Bachelor of Science, 1990, Business, Indiana University, Bloomington, IN

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Sandy Hagemeister

Sandy Hagemeister

Associate Financial Advisor

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Designations

CRPC®

Top Areas of Focus

  • Saving for Education
  • Women's Financial Strategies
  • Investments

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Brady Koss

Brady Koss

Financial Advisor

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Top Areas of Focus

  • Investments
  • Retirement Plan Distribution
  • Tax Planning Strategies

Education

Chippewa Valley Technical College-Eau Claire, WI 2009-Business Management

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Rhonda Klement

Rhonda Klement

Financial Advisor

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Designations

CRPC®, AAMS®

Top Areas of Focus

  • Insurance
  • Retirement Planning Strategies
  • Investment Management

Education

Chartered Retirement Planning Counselor, College for Financial Planning 2015

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Our Staff

Mona Fox

Mona Fox

Operations Director

Connie Lemmer

Connie Lemmer

Office Manager

Client Concierge
Shelby Gjertson

Shelby Gjertson

Client Relationship Manager