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.

Cornerstone Wealth Financial Advisors

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

  • Craig Rubrecht

    Craig Rubrecht

    Chief Executive Officer, Managing Partner

  • Jeff Carbone

    Jeff Carbone, CFP®, AIF®

    Wealth Advisor, Private Wealth Group, Managing Partner

  • Terri Flessinger

    Terri Fiessinger

    Chief Operating Officer, Partner

  • Andrew Smith

    Andrew Smith, CFP®, AIF®, CLTC®

    Wealth Advisor, Private Wealth Group, Managing Partner

  • Ed Sutton

    Ed Sutton

    Managing Director - Tampa, Florida

  • Joe Sweeney

    Joe Sweeney, AIF®

    Director of Business Solutions, Managing Partner

Partner and Executive Team

  • Jonathan Brown

    Jonathan Brown, CFP®

    Wealth Advisor, Partner

  • Jerett Dimarzio

    Jerett DiMarzio, CFP®, CPWA®

    Wealth Advisor, Private Wealth Group, Partner

  • Jeremy Grant, CFP®

    Jeremy Grant, CFP®

    Wealth Advisor, Partner

  • Cliff Hodge

    Cliff Hodge, CFA

    Chief Investment Officer, Partner

  • Rachel Posner

    Rachel Posner, CFE, AIF®

    Chief Compliance Officer

  • Jeff Powell

    Jeff Powell, CFP®

    Wealth Advisor, Partner

  • Will Russell

    Business Development Officer

  • Ashley White

    Ashley White

    Director of Marketing

  • Edward Wood

    Edward Wood, CFP®, AIF®

    Wealth Advisor, Partner

Wealth Advisors

  • Alex Barnes

    Alex Barnes, CFP®

    Wealth Advisor

  • Richard Fallon

    Richard Fallon III, CFP®, CRPC®

    Wealth Advisor, Private Wealth Group

  • Jared McDaniel

    Jared McDaniel, CFA, CPA, CFP®, CPWA, AIF®, CMT, CEPA®

    Wealth Advisor

  • Matt Moyzis

    Matt Moyzis, CFP®, CAIA®

    Wealth Advisor

  • Andrea Pine

    Andrea Pine, AIF®

    Retirement Plan Advisor

  • Matthew Sandberg

    Matthew Sandberg, CFP®

    Wealth Advisor, Private Wealth Group

  • Zack Sutton

    Zack Sutton, CFP®, CLU®, EA

    Wealth Advisor

  • Rodney Wendt

    Rodney Wendt

    Wealth Advisor

Management

  • Cyndi Cross

    Cyndi Cross

    Senior Manager, Private Wealth Group

  • Shari DeStefano

    Shari DeStefano

    Manager of Client Services

  • Abby Jenkins

    Abby Jenkins

    Relationship Manager

  • Linda Kocher

    Linda Kocher, FPQP®

    Operations Manager

  • Kara Kunz

    Relationship Manager

  • Annabeth Wilkes

    Annabeth Wilkes, CFP®

    Relationship Manager

Professional Support Staff

  • Jessica Abraham

    Jessica Abraham

    Client Services Associate

  • Sean Bandazian

    Sean Bandazian

    Senior Investment Analyst

  • Robert Benton

    Robert Benton

    Technology Platform Administrator

  • Gwyn Cilk

    Gwyn Cilk

    Administrative Assistant

  • Derek Gage

    Derek Gage, CFA

    Investment Analyst

  • Karen Guffey

    Karen Guffey

    Senior Operations Associate, Private Wealth Group

  • Jennifer Hollifield

    Jennifer Hollifield, FPQP®

    Senior Client Services Associate

  • Cindy Howard, FPQP®

    Cindy Howard, FPQP®

    Financial Services Representative

  • Julie Indovino

    Julie Indovino

    Front Office Administrator

  • Paula Lisenby

    Paula Lisenby

    Senior Client Services Associate

  • Cameron Meares

    Cameron Meares

    Investment Analyst

  • Cindy Meares

    Cindy Meares

    Director of Tax Services

  • Gretchen Monteleone

    Gretchen Monteleone

    Accountant

  • Corinne Napolitano

    Corinne Napolitano

    Client Services Associate

  • Cynthia Reese

    Cynthia Reese

    Operations Associate

  • Jason Rippy

    Jason Rippy

    Compliance Specialist

  • Arin Walker

    Arin Walker

    Client Services Associate

  • Paige Webb

    Paige Webb

    Administrative Assistant

  • Tiffany Welshans

    Tiffany Welshans

    Client Services Associate

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