CALIFORNIA CONSUMER - Key Persons
Job Titles:
- Administrative Assistant
- Community Support
Crystal is responsible for the day-to-day operations of our office, including financials and client relations. Crystal joined the Cornerstone Wealth Management team in 2016. Her professional career roles span from Small Business Owner & Administrator to Executive Director, and she has the detail-oriented and dedicated personality to deliver excellent customer service, regardless of the task at hand!
After earning her degree at Eastern Kentucky University, she founded Latitude Artist Community, an award-winning art & advocacy center for people living and working with various disabilities. Thirteen years later, she sold her company and transitioned to non-profit work, serving as Executive Director and District Ombudsman of The Nursing Home Ombudsman Agency of the Bluegrass.
Crystal holds her Health and Life Insurance license and is honored to work with Erich and Dave in her role as Administrative Assistant. Her most valued role is that of a wife and mother to three beautiful and talented girls. Crystal is not registered with Southland Equity Partners, LLC.
Dave is a native of Central Ohio and came to Kentucky to attend Asbury College in Wilmore, where he graduated with a degree in History and minor in Economics. After graduation, Dave entered the financial services industry in 1999 with American Express Financial Advisors (AEFA). While at AEFA, Dave was introduced to Erich Castillo where they outlined their vision for a client-centric and boutique firm that would later become Cornerstone Wealth Management.
Dave's primary role at CWM is operations, where he oversees client service and provides investment product research assistance. Away from the office, he devotes himself to his three main loves: spending time with family, playing tennis, and grilling the perfect steak.
Job Titles:
- Founder
- Owner
- Founder of Cornerstone Wealth Management
Erich Castillo is the founder of Cornerstone Wealth Management. Originally from San Francisco, he has traveled and lived all around the world, eventually landing in Lexington, Kentucky. While earning a Bachelor degree in both Finance and Education at the University of Kentucky, Erich had the opportunity to work as an athletic trainer for the football, basketball, soccer, women's gymnastics, and men's tennis teams.
Erich began his professional career in 1997 at American Express Financial Advisors, achieving numerous accolades and awards which inspired him to found his own business. In 2004, he founded Cornerstone Wealth Management, where he has more flexibility to provide personalized and client-centric service.
Erich prides himself on continuing his education and the research of emerging market trends and new investment opportunities. He is currently an Investment Advisory Representative.He also has his Life, Accident, Health, Insurance and Annuity designation so he can act as a comprehensive resource for his clients. To round out his financial education, he holds a Chartered Life Underwriting Designation and Chartered Financial Consultant Designation.
Though Erich has an accomplished career, his greatest treasure is his beautiful family. Erich met his wife, Emily, at the University of Kentucky. She is a native of Louisville and graduated from Male High School. Together, they have two great sons, Brandon and Carson. Emily and Erich are avid UK Wildcat fans, but Brandon and Carson have broken ranks to become U of L Cardinal fans...go figure!