CORNERSTONE FINANCIAL - Key Persons
Job Titles:
- Financial Advisor
- CERTIFIED FINANCIAL PLANNER
If you'd asked eight-year-old Bryan what he wanted to be when he grew up, he would have told you that he intended to become the next Lone Ranger, or maybe a Jedi Knight. But he discovered his passion for investing and financial planning in high school, so instead of superhero school he headed to Purdue University's Krannert School of Management and joined the securities industry after graduating in 1998.
Bryan is a CERTIFIED FINANCIAL PLANNER™ professional, Accredited Investment Fiduciary® designee and a Certified Fund Specialist; he's also a member of the Financial Planning Association and the Financial Services Institute.
When he's not working, Bryan enjoys playing sports and coaching youth soccer. He and his family attend Calvary Baptist Church.
Dennis earned his Bachelor's Degree in Financial Planning from Purdue University. With that as a base, Dennis continued his education and received his Life Underwriting Training Council Fellow (LUTCF), Chartered Life Underwriter (CLU), and Chartered Financial Consultant (ChFC) designations. Knowledge and awareness of new information is critical to Dennis' being able to provide appropriate recommendations to his clients. As a son (son-in-law), husband, and father, Dennis enjoys helping his clients connect on a multi-generational level to accumulate, enjoy, and share their family recourses. Dennis is blessed to be part of Cornerstone Financial, whose advisors span four decades, with a support staff which helps you feel at home.
Garrett Cheney grew up in Lafayette and graduated from Purdue's Krannert School of Management in 2007 with a double major in management and accounting with a minor in finance. He held an accounting position in Colorado for seven years before moving back to Lafayette to be closer to family. Garrett joined Cornerstone Financial in 2014 and has enjoyed the opportunity to help clients plan for their long-term goals. Garrett serves on the Lafayette Young Life committee, is involved at Northview Church, and cherishes the time he gets to spend with his wife and two daughters.
Job Titles:
- Client Services Associate
Heather was born and raised in Shipshewana, Indiana, and is a graduate of Hope College in Holland, Michigan. She has experience in Social Work, Long-term Care, and administration. Her three school aged children and family bring joy to her life and limit her to part-time work. Starting as a client, Heather has been a Client Services Associate at Cornerstone Financial since September 2014.