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



Our advisors

Advisor photo for Brad Berger

Brad Berger

CFP®, BFA

Financial Advisor

Chief Executive Officer of Cornerstone Financial Strategies
Learn more about Brad Berger Visit Brad Berger's website
Advisor photo for Bill Pickles

Bill Pickles

APMA

Financial Advisor

Franchise Owner
Learn more about Bill Pickles Visit Bill Pickles's website
Advisor photo for JB Wilson

JB Wilson

CFP®, APMA

Financial Advisor

Senior Vice President of Cornerstone Financial Strategies
Learn more about JB Wilson Visit JB Wilson's website
Advisor photo for Stacie Leake

Stacie Leake

MBA, APMA

Financial Advisor

Senior Vice President of Cornerstone Financial Strategies
Learn more about Stacie Leake Visit Stacie Leake's website
Advisor photo for Andy Vernon

Andy Vernon

Financial Advisor

Senior Vice President of Cornerstone Financial Strategies
Learn more about Andy Vernon Visit Andy Vernon's website
Advisor photo for Charlie Salerno

Charlie Salerno

Financial Advisor

Senior Vice President of Cornerstone Financial Strategies
Learn more about Charlie Salerno Visit Charlie Salerno's website
Advisor photo for Joanne Wofford

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
Advisor photo for Tresa Leftenant

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®

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