We have a different approach than just choosing investments.
Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy designed to address your situation.
We help our clients evaluate their investments to determine if they align with their own personal values. We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.
A note from our executive director.
I have been in the financial and insurance industry since 1990 and began my career while pursuing a Bachelor of Science in Business Management. For the last 24 years, I have embraced further education by obtaining a Securities Trade CEP (Certified Estate Planner) designation, and further education with a bachelor's degree in economics and finance from Cambridge.
My family has been here in NWFL for over 45 years. Yes, I am a native. My family helped establish the original W-W Medical Center and the Fort Walton Beach Hospital.
My two most notable professional accomplishments have been, first, the ability to help many clients create and protect their wealth and provide them income when they or their family needed it; and secondly, to establish CornerStone Financial while maintaining sound financial and Christian principles.
These accomplishments are reinforced by the many letters of recommendation, testimonials, and thank-you notes we’ve received over the last 20 years. I’ve got the receipts to prove it. Feel free to contact me directly if you have any questions.
