The Cornerstone Mission
To provide clarity and confidence as the cornerstone of our clients' financial lives.
Core Values
Curious
Be driven and persistent.
Encourage Learning.
Challenge new ways to achieve goals.
Committed
Be available, open-minded and approachable.
Be thorough and conscientious.
Own What You Do.
Collaborative
Appreciate your fellow co-workers set of skills and knowledge base.
Be an active listener but contribute without fear.
Be adaptable.
Caring
Hold yourself accountable.
Lead by setting an example.
Be responsive to the needs of others.
CWG Difference
With great individuality, we come together to form one great team focused on making a difference in our community.
Our Commitment to Our Clients:
As a fiduciary, we act in their best interest and remain passionate about helping them achieve financial success
We are active listeners looking for the best possible solution
We are thorough and conscientious in performing our responsibilities to deliver exceptional service in an efficient and timely manner.
Our History
Prior to forming Cornerstone Wealth Group, LLC., the four original partners managed individual practices while working together at a former firm. They saw in each other similar values and approaches to working with clients. Over time, they built trust and a team began to form that drew from the varied experiences of its members to create a comprehensive offering for clients.
As the firm evolves, one thing remains the same, the core values. Each new member of the team contributes unique individual strengths with an outcome focused on the client's needs.
Remaining independent advisors encourages an unwavering focus on core values. Since 2017, Cornerstone has partnered with Focus Financial Partners, a leading partnership of fiduciary wealth managers, and obtained access to resources and best practices that enable us to continue our core values and traditions.
In the Community
At Cornerstone Wealth, we believe in more than just financial success; we believe in the power of giving back to our community. Our dedication to community growth and sustainability lies at the core of our values, driving us to actively engage in initiatives that make a positive impact.
Investing in Our Communities
We understand that a thriving community is the backbone of progress. Our passion for empowering communities is reflected in every step we take. Through strategic partnerships and targeted philanthropic efforts, we strive to uplift those in need and pave the way for a better future.
Building a Legacy of Impact
Our mission is to foster long-lasting change through purposeful actions. Cornerstone Wealth is more than just a wealth management firm; it is a collective force for good. As we work tirelessly to secure our client's financial futures, we also invest in the well-being of our local community. By supporting education, health, and social programs, we aim to build a legacy of positive impact that resonates for generations.
Strength in Unity
We exemplify the epitome of strength and unity and our team embodies these characteristics to make a difference. We are incredibly fortunate to have a remarkable team member who brings the valuable experience of a U.S. Marine corps veteran. The spirit of determination, resilience, and unwavering commitment to service permeates our approach to community engagement.
Empowering Dreams
At Cornerstone Wealth, we believe in empowering dreams, not just for our clients, but for every member of our community. By nurturing entrepreneurship, supporting local businesses, and offering mentorship programs, we aim to provide individuals with the tools they need to flourish.
Together Towards a Brighter Future
Our vision is to create a ripple effect of positive change, where every action, no matter how small, contributes to a brighter future. We are excited to continue our journey of giving back, inspired by the shared values that define us as a company and as a community.
Join us in our mission to build sustainable community growth and drive meaningful change. Together, we can make a lasting impact that transforms lives and fosters prosperity for all
Managing Partners
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Craig Rubrecht
Chief Executive Officer, Managing Partner
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Jeff Carbone, CFP®, AIF®
Wealth Advisor, Private Wealth Group, Managing Partner
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Terri Fiessinger
Chief Operating Officer, Partner
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Andrew Smith, CFP®, AIF®, CLTC®
Wealth Advisor, Private Wealth Group, Managing Partner
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Ed Sutton
Managing Director - Tampa, Florida
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Joe Sweeney, AIF®
Director of Business Solutions, Managing Partner
Partner and Executive Team
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Jonathan Brown, CFP®
Wealth Advisor, Partner
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Jerett DiMarzio, CFP®, CPWA®
Wealth Advisor, Private Wealth Group, Partner
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Jeremy Grant, CFP®
Wealth Advisor, Partner
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Cliff Hodge, CFA
Chief Investment Officer, Partner
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Rachel Posner, CFE, AIF®
Chief Compliance Officer
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Jeff Powell, CFP®
Wealth Advisor, Partner
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Will Russell
Business Development Officer
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Ashley White
Director of Marketing
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Edward Wood, CFP®, AIF®
Wealth Advisor, Partner
Wealth Advisors
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Alex Barnes, CFP®
Wealth Advisor
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Richard Fallon III, CFP®, CRPC®
Wealth Advisor, Private Wealth Group
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Jared McDaniel, CFA, CPA, CFP®, CPWA, AIF®, CMT, CEPA®
Wealth Advisor
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Matt Moyzis, CFP®, CAIA®
Wealth Advisor
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Andrea Pine, AIF®
Retirement Plan Advisor
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Matthew Sandberg, CFP®
Wealth Advisor, Private Wealth Group
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Zack Sutton, CFP®, CLU®, EA
Wealth Advisor
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Rodney Wendt
Wealth Advisor
Management
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Cyndi Cross
Senior Manager, Private Wealth Group
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Shari DeStefano
Manager of Client Services
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Abby Jenkins
Relationship Manager
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Linda Kocher, FPQP®
Operations Manager
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Kara Kunz
Relationship Manager
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Annabeth Wilkes, CFP®
Relationship Manager
Professional Support Staff
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Jessica Abraham
Client Services Associate
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Sean Bandazian
Senior Investment Analyst
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Robert Benton
Technology Platform Administrator
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Gwyn Cilk
Administrative Assistant
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Derek Gage, CFA
Investment Analyst
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Karen Guffey
Senior Operations Associate, Private Wealth Group
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Jennifer Hollifield, FPQP®
Senior Client Services Associate
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Cindy Howard, FPQP®
Financial Services Representative
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Julie Indovino
Front Office Administrator
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Paula Lisenby
Senior Client Services Associate
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Cameron Meares
Investment Analyst
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Cindy Meares
Director of Tax Services
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Gretchen Monteleone
Accountant
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Corinne Napolitano
Client Services Associate
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Cynthia Reese
Operations Associate
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Jason Rippy
Compliance Specialist
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Arin Walker
Client Services Associate
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Paige Webb
Administrative Assistant
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Tiffany Welshans
Client Services Associate