Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Our advisors

Bill Pickles

RFC®, APMA

Financial Advisor

Franchise Owner
Learn more about Bill Pickles Visit Bill Pickles's website

JB Wilson

CFP®, APMA

Financial Advisor

Senior Vice President of Cornerstone Financial Strategies
Learn more about JB Wilson Visit JB Wilson's website

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

Senior Vice President of Cornerstone Financial Strategies
Learn more about Andy Vernon Visit Andy Vernon's website

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

Learn more about Joanne Wofford Visit Joanne Wofford's website

Pat Miller

CMFA®

Financial Advisor

Learn more about Pat Miller Visit Pat Miller's website

Tresa Leftenant

CFP®, BFA

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/Operations team with various tasks and in all areas of Client Service.

Qualifications

  • Associates Degree, Pierce College 2018 - Humanities
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Angelina Jones

Client Service Manager,

Financial Paraplanner Qualified Professional™

Personal Intro

Angelina joined the Cornerstone team in June of 2022 after 10+ years in property management. Her primary duties include scheduling, compliance report monitoring and client service.

Qualifications

  • FPQP®

  • BFA™

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