Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.



Our advisors

Advisor photo for Ted Fox

Ted Fox

CFP®, APMA

Private Wealth Advisor

Chief Executive Officer of Cornerstone Advisors
Learn more about Ted Fox Visit Ted Fox's website


Our team

Shelby Vincent

Shelby Vincent

Client Relationship Manager,

Operations Director
Mona Fox

Mona Fox

Office Manager