CORNERSTONE WEALTH ADVISORY AND INSURANCE SERVICES - Key Persons

Job Titles:

• Property and Casualty Agent - Agency Producer

Aaron helps handle the day-to-day operations of the insurance agency. He's been with the company for 2 years. His favorite part is working with clients to find the best coverage for their personal or business needs. He also really enjoys working for a small, local, family-owned business where they treat employees and clients like family and genuinely care about their well-being.

Job Titles:

• Financial Analyst

Alivia has been with the office for 4 years now. She completes the billing and performance reports for our quarterly accounts. Her favorite part of working here is the opportunity to utilize a different skill set than she has used at other work opportunities.

Job Titles:

• Office Manager and Property and Casualty Insurance Agent

Elizabeth is the head of customer service and is typically the first voice you will hear when calling the office. She keeps the office running smoothly and is also a licensed Property and Casualty Insurance Agent. Liz has been with the company for 7 years. Her favorite part or working at Cornerstone Wealth and Insurance Advisory is helping our clients. She loves advocating for our customers and making their lives easier.

Job Titles:

• Tech Marketing Representative

Jenn is the newest member of the office joining in 2022. She does our social media management and helps with client communications. Jenn brings 14 years of experience in marketing and sales with her to the office. Her favorite part of her job is growing social media sites to help connect clients, perspective clients, and the community with CWAIS.

Job Titles:

• Registered Representative

Kelly works with individuals to help them create a successful financial plan for retirement, no matter what stage of the journey they are at. She's been with the company for 8 years and has 22 years in the industry. Her favorite part of working here, is helping our clients create personalized plans, putting them into action and seeing them come to fruition.

Job Titles:

• Chief Investment Officer
• Managing Director

As Chief investment officer, Patrick is an accredited investment fiduciary, he works with institutional and individual clients primarily focusing on the investment side of the business. Patrick has his property and casualties along with life insurance licenses. With over 28 years of experience in the field Patrick opened the doors to the office in 2014. The favorite part of his job is helping clients, both individual and institutional. Whether that help is manifested in helping individual clients to not make catastrophic mistakes to their portfolio or helping them create a wholistic plan for now and into the future. Or it's working with institutional clients to better understand their fiduciary responsibilities and obligations, with the goal of lowering the cost of their employer sponsored retirement plans and improve their performance.