Cornerstone Financial Group Team

Our Mission Statement

To create an inspirational experience and deliver a level of service that consistently exceeds the expectations of our family of clients. We focus on the personal side of wealth, adding value to the relationship becoming a trusted resource through education and guidance.

WHY

We believe in delivering a personalized experience that will give confidence to our clients.

WHAT

We provide advice to help you make appropriate choices through proactive communication, investment strategy, and financial planning.

HOW

By surrounding you with a team of financial specialists and a proactive system, we are prepared to handle any situation presented.

TEAM MEMBERS

Ken Stansbury
LPL Financial Advisor

Eli Ramirez
LPL Financial Advisor

Mary Shirer Romagosa
Client Services Associate

Stephen Hardey
LPL Administrative Assistant

Eliza Aguayo
Client Service Specialist

James Dupuis
LPL Representative

Joseph Altic
Managing Partner

Andrew Ruzicka
Operations Director

Karey Pheney
Branch Operations Manager

Daniel Helmer
Operations Manager

Dan Bagot
Client Relationship Manager

Andy Hayes
Director Business Development | Marketing

Emily Altic
Marketing Manager

Frank Lindwedel
Wealth Manager Assistant

Arnold Schmale
Branch Operation Manager