CORNERSTONE PLANNING GROUP - Key Persons
Anthony L. Howard, CLU, ChFC Graduated from Oklahoma City's John Marshall High School in 1964, and attended Oklahoma University and Oklahoma City University. He was named Outstanding Senior in the School of Management at OCU in 1968, and Graduated with a Bachelor of Science degree. Tony proceeded to Emory University in Atlanta, Georgia where he graduated Cum Laude in 1971 with a Master of Divinity degree.
Tony earned his Chartered Life Underwriter (CLU) designation from American College in 1984 and his Chartered Financial Consultant (ChFC) designation from American College in 1986. Tony is a member of the National Association of Insurance and Financial Advisors, the Oklahoma City Association of Insurance and Financial Advisors, and the Society of Financial Service Professionals.
Tony and his wife Sharon are lifetime Oklahoma residents, and members of St. Luke's United Methodist Church. Tony is an active member and past president of the Oklahoma City Chapter of Hearing Loss Association of America, and has served on the Licensure Board for Speech Pathology and Audiology and the board of Hearts for Hearing.
Job Titles:
- Registered Sales Assistant
Beth Sawyer graduated from Oklahoma State University with a Bachelor of Science degree in Marketing in 1980. Beth's early career was with AT&T. She then spent several years as a stay at home mom, and later resumed her career, working in financial services. Beth is a registered sales assistant and has worked with Jerry Kiefer since 2001.
Beth holds FINRA registrations 7 and 63 and is insurance licensed.
Beth has lived in Edmond since 1981. She is a member of Crossings Community Church. Beth's personal interests include baking, learning about and appreciating art, walking and hiking, and international travel. She especially enjoys time spent with her children and grandchildren.
Job Titles:
- Registered Sales Assistant
Job Titles:
- Registered Sales Assistant
Darren R. Telford, J.D., CFP®, CPFA graduated from the University of Central Oklahoma in 1982 with a Bachelor of Science in Business Administration and obtained a Juris Doctorate from Oklahoma City University School of Law in August 1988, completing the Bar in February 1989.
Jerry D. Kiefer began his career in financial services in 1992, after graduating from Oklahoma State University with a degree in Economics. He is a qualifying member of the MDRT, qualifying for a place at the Top of the Table. Active in the industry, he is a board member of the Oklahoma City chapter of NAIFA. Active in the community, he is a board member and past president of the Oklahoma 4-H Foundation; he is founder of PRO - Professional Resources Organization; and he is a deacon at Henderson Hills Baptist Church.
Jim A. Freudenberger is a graduate of Oklahoma State University, with a degree in Agricultural Economics. He began his career in the financial services industry, by joining Equitable, in 1998.
He has since, become a Qualifying and Life Member of the Million Dollar Round Table, attained a position in the Equitable Hall of Fame and has served his peers as a past Oklahoma State President of the National
Association of Insurance and Financial Advisors. In his spare time, Jim enjoys oil painting, playing guitar, working out at CrossFit, and being involved in the lives of his four kids. He is an active member of his local church and community and will serve the Stillwater Lion's Club chapter, as President, beginning in July of 2023. When not analyzing investments, Jim still enjoys getting on his tractor and playing in the dirt.
Job Titles:
- Registered Sales Assistant
Kevin Schwarz attended Oklahoma State University where he received his Bachelor of Science degree in 1989. After graduation he worked for Hemingson, Durham & Richardson in Dallas, TX. He also worked in the City Planning Department in Plano, TX. Since 1993 Kevin has worked as a financial professional focusing on company sponsored retirement plans for the last 15 years. He works with multiple company retirement plan clients in Oklahoma.
Kevin earned his Qualified Plan Specialist title with Equitable Advisors in 2003, and in 2009 he earned the Chartered Retirement Planning Counselor designation (CRPC). He has been a member of the National Association of Insurance and Financial Advisors (NAIFA). Also he is a member of the Million Dollar Round Table. Kevin earned the Equitable Hall of Fame Award in 2015; which is the highest honored award that an Equitable Advisors. associate can be awarded.
Kevin has also served as a representative for the National Agents Forum (NAF) of Equitable Advisors. Kevin has served as a council member for the Edmond area YMCA.
Kevin has resided in Edmond, Oklahoma since 1995. He and Mackay, his spouse, have been married since 1996 and have 4 children. They are members of St. John's Catholic Church.
Job Titles:
- Operations Sales Assistant
Rebecca was born and raised right here in Oklahoma City. Graduated High School from Edmond North in 2000. Attended Oklahoma City University and the University of Central Oklahoma with an emphasis on European Medieval History and English Literature. With dreams to be just like Indiana Jones from the age of 5, she continues her love of history on her own time. Married in September of 2022 to the love of her life. Together she and her husband, Ryan, enjoy the outdoors, board games, card games, and video games. Along with a house full of fur-babies.
Left to her own devices, Rebecca enjoys multiple hobbies. Reading, writing fiction, cooking, sewing, embroidery, knitting, spinning, and weaving. She enjoys spending time in the sunshine and refers to herself as being "solar powered." With a love for quiet places in nature, you can sometimes find her sitting in the shade under a tree out a Lake Hefner.
Rebecca has a background with multiple work experiences. 11 years working for the Oklahoma County Sheriff's Department, Financial Advice with focus on Debt Resolution, Document researcher with State Farm Insurance, and most recently as a Property and Casualty Claims Adjuster.
Sabrina has been with Cornerstone Planning Group since 2022. Sabrina is the Administrative Assistance for both Darren Telford and Kevin Schwarz. She loves spending quality time with her family, baking and being outside. Sabrina has 16 years of experience in the medical field and enjoys caring for others. Her ideal place to live would be anywhere near the beach.