With a solid foundation of teamwork, we apply the individual skills and strengths of each member of our practice to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel confident, connected and in control of your financial life.



Our advisors

Brad Berger, Financial Advisor serving the Tacoma, WA area - Ameriprise Advisors

Brad Berger

CFP®

Financial Advisor

Chief Executive Officer of Cornerstone Financial Strategies
Learn more about Brad Berger Visit Brad Berger's website
Bill Pickles, Financial Advisor serving the Tacoma, WA area - Ameriprise Advisors

Bill Pickles

Financial Advisor

Franchise Owner
Learn more about Bill Pickles Visit Bill Pickles's website
Michael K Pickles, Financial Advisor serving the Tacoma, WA area - Ameriprise Advisors

Michael K Pickles

CFP®, MBA

Financial Advisor

Chief Operating Officer of Cornerstone Financial Strategies
Learn more about Michael K Pickles Visit Michael K Pickles's website
JB Wilson, Financial Advisor serving the Tacoma, WA area - Ameriprise Advisors

JB Wilson

CFP®

Financial Advisor

Senior Vice President of Cornerstone Financial Strategies
Learn more about JB Wilson Visit JB Wilson's website
Stacie Leake, Financial Advisor serving the Tacoma, WA area - Ameriprise Advisors

Stacie Leake

MBA, APMA®

Financial Advisor

Senior Vice President of Cornerstone Financial Strategies
Learn more about Stacie Leake Visit Stacie Leake's website
Andy Vernon, Financial Advisor serving the Tacoma, WA area - Ameriprise Advisors

Andy Vernon

Financial Advisor

Senior Vice President of Cornerstone Financial Strategies
Learn more about Andy Vernon Visit Andy Vernon's website
Charlie Salerno, Financial Advisor serving the Tacoma, WA area - Ameriprise Advisors

Charlie Salerno

Financial Advisor

Senior Vice President of Cornerstone Financial Strategies
Learn more about Charlie Salerno Visit Charlie Salerno's website
Joanne Wofford, Associate Financial Advisor serving the Tacoma, WA area - Ameriprise Advisors

Joanne Wofford

Associate Financial Advisor

Chartered Retirement Planning CounselorSM
Learn more about Joanne Wofford Visit Joanne Wofford's website
Tiara Spraggin, Financial Advisor serving the Tacoma, WA area - Ameriprise Advisors

Tiara Spraggin

Financial Advisor

Learn more about Tiara Spraggin Visit Tiara Spraggin's website
Tresa Leftenant, Financial Advisor serving the Tacoma, WA area - Ameriprise Advisors

Tresa Leftenant

CFP®

Financial Advisor

Senior Vice President of Cornerstone Financial Strategies
Learn more about Tresa Leftenant Visit Tresa Leftenant's website

Our team

Laura Brown

Laura Brown

Operations Director

Roles & Responsibilities

  • Laura joined the Cornerstone team in April 2010. She is currently our Director of Operations, responsible for bookkeeping, licensing and maintaining client accounts.
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Sue Pickles

Sue Pickles

Office Manager

Personal Intro

Sue Lange-Pickles joined the team in January 2017 as Cornerstone's Administrative Manager. She's previously held positions with Edward Jones, Vanguard and JP Morgan Chase for 20 years collectively where she held management level roles.

Qualifications

  • Bachelor of Science in Sociology, Arizona State University
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Trinity Kovalick

Trinity Kovalick

Administrative Assistant

Personal Intro

Trinity is one of Cornerstone’s Administrative Assistants. She joined the CFS team in 2021 after years in retail management. Her main duties include assisting the Admin/Operationsteam with various tasks and in all areas of Client Service.

Qualifications

  • Associates Degree, Pierce College 2018 - Humanities
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