CornerStone Financial Group

In our practice, we provide personalized financial advice to help you manage the impact of taxes over your lifetime and beyond. Working with your tax professional and using our exclusive Confident Retirement® approach, we consider options such as Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, tax diversification and tax-efficient withdrawals from retirement accounts. Together, we can help you meet your financial future with more confidence.


Advisors

Damon Dyas

Damon Dyas

CFP®, CLU®, CRPC®

Financial Advisor

Certified Kingdom Advisor
Visit Damon Dyas's website
Nicholas Tucker

Nicholas Tucker

Private Wealth Advisor

Associate Franchise Consultant
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Jonathon Hornbeck

Jonathon Hornbeck

APMA®

Financial Advisor

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Gunther R Brieger

Gunther R Brieger

CFP®

Financial Advisor

Visit Gunther R Brieger's website
Eva Moulton

Eva Moulton

CFP®

Financial Advisor

Visit Eva Moulton's website
Jennifer Galey

Jennifer Galey

MSF, CFP®, CRPC®

Financial Advisor

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JC Wilhelm

JC Wilhelm

CFP®, CRPC®

Financial Advisor

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

Stephen Bratta

AAMS®, CMFC®, APMA®

Financial Advisor

Visit Stephen Bratta's website

Team

Carrie Barr

Carrie Barr

Paraplanner

Qualifications

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

Angela Bomber

Financial Planning Specialist

Stacie Helsel

Stacie Helsel

Paraplanner

Qualifications

  • Associates Degree in Graphic and Commercial Art, Macomb Community College
  • Series 7
  • Series 66
  • Life Insurance
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Travis Liedke

Travis Liedke

Financial Planning Specialist

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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Stephanie Leier

Stephanie Leier

Client Service Specialist