CALIFORNIA CONSUMER - Key Persons
Job Titles:
- Advisor
- Financial Advisor
- Founder of Cornerstone Wealth Management
Chris began his financial career in 1992 after leaving his law practice in Lousiana. In 2007, Chris joined LPL Financial and started Cornerstone Wealth Management. Chris graduated from Louisiana State University with a BS in Business and then earned his Juris Doctor degree from Loyola School of Law in New Orleans.
As an advisor and the founder of Cornerstone Wealth Management, Chris has been providing financial planning and asset management for nearly 30 years. Chris is responsible for monitoring and trading within client portfolios and oversees the compliance for the firm. He holds his series 7, 66, 63 and 24 through LPL Financial. His deep understanding of the industry and valuable bank of knowledge and experience makes him a vital asset on our team.
Working within the community is a priority for Chris and he has served our community in a variety of ways. He was a youth coach for over 20 years and has sat on numerous community civic boards. An active member in the Canby Area Chamber of Commerce and The Rotary Club of Canby he has served a year as president for both organizations.
Chris and his wife, Suzy have two sons, Mike and Matt. Chris enjoys fishing, traveling and spending time with his 5 grandsons.
Job Titles:
- Administrative Assistant
- Support Staff
Kassin joined the team in 2022 as an Administrative Assistant. Originally from the state of Washington, she graduated from Willamette University as a scholar athlete with a Bachelor of Arts Degree. Kassin has previously worked in insurance and joins our team with an excitement to expand her knowledge of all financial services. Her role in our office includes client care management and ensuring all lines of communication are met.
In her personal time, Kassin enjoys traveling to warmer weather areas, working on small DIY projects, and spending time with family and friends. Her passion for athletics keeps her active through coaching youth basketball and playing in an adult league.
Our administrative assistant Lauren has been with the team since 2021. Lauren graduated from Western Oregon University with a Bachelor of Arts in Business administration and formerly worked as a Logistics Manager. Her skillset is now used to keep our office life organized. Lauren works part time at the office doing marketing, bookkeeping, and assisting with office tasks. She spends the rest of her time taking care of her two sons, Owen and Sterling. She enjoys spending time outside, cooking, doing puzzles and hanging out with her family and friends.
Matt joined the Cornerstone Wealth Management team in July of 2013. He graduated from Western Oregon University with a Bachelor's in business and minor in Sports Management. Matt enjoyed playing baseball at both Oregon State University and Western Oregon University while maintaining his status on the Dean's List.
Since joining our team Matt has played an important role in researching investment opportunities and developing financial plans for clients. Matt earned his status as CERTIFIED FINANCIAL PLANNER™ in 2017 and has since been able to offer invaluable expertise and advise for those looking to plan for retirement and other life events. Matt holds his Series 7 and 66 registrations with LPL Financial.
Outside of the office Matt is an active member of his community. He is a member of the Rotary Club of Canby and coaches varsity Football at Lake Oswego High School. Matt enjoys spending time with his wife, Lauren and two sons, Owen and Sterling. He loves to fill his time with traveling and anything sports related.
Job Titles:
- Advisor
- LPL Financial Advisor
Mitch came to Cornerstone Wealth Management with a diverse skillset and strong financial experience. After graduating from Oregon State University with his BS in Agricultural Business Management, Mitch started his career as a financial analyst in commercial lending. He decided to become a financial advisor in 2005 and joined our team in 2010. Mitch is well-versed in small business management, real estate, and agriculture which allows him to provide advise and guidance for a diverse client base. Mitch holds his series 7, 66 and 63 registrations with LPL Financial.
Mitch has lived and worked in the Canby/Molalla area his whole life and keeps his schedule packed full by being an active member in our community. He served as the Molalla Rotary Club President three times and is now a member for the Rotary Club of Canby. He is also a member of the Molalla Chamber and a FFA alumni. He is an active volunteer with many youth sports organizations in the area,4-H, FFA and an Elder Board Member at Foothills Community Church. Mitch and his wife, Sara have 4 children. They all enjoy playing sports, hunting, fishing and raising livestock.