Your Team

Your Team

Selecting a Wealth Management Team

Our clients receive advice from a team that specializes in creating dynamic financial plans. As we work toward our clients’ objectives, our team brings knowledge, experience, and discipline to the implementation process.

Executives

Our Partner and Executive Leadership Team has decades of experience in the wealth management industry. With diverse backgrounds, each member provides a valuable perspective when making decisions that impact the firm and the clients we serve.

Craig Rubrecht, AIF®

Craig Rubrecht, AIF®

Chief Executive Officer, Partner

Contact Craig Rubrecht at crubrecht@cwgadvisors.com 

As Chief Executive Officer, Craig Rubrecht not only manages Cornerstone Wealth but also articulates the vision and guides strategy for our rapidly growing wealth management, investment management and 401k services firm.

With his 20 plus year career in the financial services industry, Craig’s substantial breadth of experience contributes to his deep understanding of large industry trends as well as individual clients’ needs. In his practice, Craig specializes in retirement planning, working with individuals and business owners and small to medium-sized corporations. In particular, Craig is widely recognized for his acumen in the design of defined contribution and defined benefit plans. He also brings experience in the development of continuity and succession plans for private business owners.

Craig started his career in 1995 with First Union National Bank in the international currency division. In 1996 Craig embraced an opportunity to become a financial advisor with American Express Financial Advisors. Craig’s ascending career took him to Prudential Securities in 1999 as Manager of Financial Planning. Craig enjoyed four years at Prudential in a variety of positions including Branch Manager, Director of Training and Development, Sales Manager and District Manager, each with increasing managerial responsibility. In 2003 the three founding partners of Cornerstone Wealth invited Craig to join the firm as the fourth Senior Partner, responsible for strategic planning. The partnership elected Craig to Chief Executive Officer in 2015.

Craig has been married since 1999 and has two beautiful children. Hobbies include: running, golf, lacrosse and playing the guitar. Craig loves to stay actively involved in the community and can be seen playing classic rock guitar at local hotspots.

Craig is a member of the Financial Planning Association (FPA) and serves on the board of the Ada Jenkins Center. Additionally, he supports the Hope House, the Cornelius Animal Shelter,and other local charities.

Areas of Focus

Business Owner Strategies

Defined Contribution Plan Design Assistance

Defined Benefit Plan Design Assistance

Fiduciary Support

Retirement Planning

Education

Roanoke College
Business Administration and International Relations

Professional Credentials

National Association of Plan Advisors
Certified Plan Fiduciary Advisor Certification

Securities Exams Passed:
Series 7- General Securities Representative Exam
Series 9/10 – General Securities Sales Supervisor Exam
Series 65 – Uniform Investment Advisor Law Exam
Series 63 – The Uniform Securities Agent State Law Examination

Insurance Licenses:
Life, Accident and Health
Long-Term Care and Medicare Supplement

Awards & Accolades

Financial Times 2016 Top 300 Firms in the Nation
Financial Times 2017 300 Top Registered Investment Advisers

 

Jonathan Brown, CFP®

Jonathan Brown, CFP®

Partner, Wealth Advisor

Contact Jonathan Brown at jbrown@cwgadvisors.com 

As a Certified Financial Planner, Jonathan brings a holistic approach to serving his clients by creating a customized financial plan. This financial plan encompasses retirement planning, risk management, estate planning, special needs planning, portfolio and asset allocation analysis, and education planning.

Jonathan started his career in 2005 with the Vanguard Group in Charlotte. While at Vanguard, he served as a client relations associate for their High Net Worth clients and trained newly hired associates to the firm. In 2009, Jonathan earned his Certified Financial Planner Designation after completing the CFP certificate program at UNC-Charlotte.

Jonathan joined Cornerstone Wealth in 2009 and worked in the Huntersville office until 2012. In December 2012, he had the opportunity to relocate his family to Greenville, SC and open Cornerstone’s office there. Since moving to Greenville, Jonathan has served on the board of the Red Shoe Society, which is a professional organization that supports the Ronald McDonald House of the Carolinas. He is also a member of the Greenville Estate Planning Council.

Jonathan has been married since 2012 and has two beautiful daughters and two twin boys. In his free time, Jonathan enjoys spending time with his family, hiking, traveling, and playing the occasional round of golf.

Areas of Focus

Comprehensive Financial Planning

Budgeting/Cash Flow Analysis

Risk Management

Retirement Planning

Investment Management

Defined Contribution Plan Design Assistance

Defined Benefit Plan Design Assistance

Executive Benefits Consulting

Estate Planning

Special Needs Planning

Education

Ohio University, Athens, OH
BS in Business Administration & Finance

University of North Carolina – Charlotte
Certified Financial Planner Certificate Program

Professional Credentials

CERTIFIED FINANCIAL PLANNER™ Practitioner
Certified Financial Planner Board of Standards, Inc.

Securities Exams Passed:
Series 7 – General Securities Representative Exam
Series 63- Uniform Securities Agent State Law Exam
Series 65- Uniform Investment Advisor Law Exam

Insurance Licenses:
Life, Accident, and Health
Long-Term Care and Medicare Supplement

Jeff Carbone, CFP®, AIF®

Jeff Carbone, CFP®, AIF®

Partner, High Net Worth Services

Contact Jeff Carbone at jcarbone@cwgadvisors.com

Jeff Carbone, a Founding and Managing Partner of Cornerstone Wealth, has been working in the financial service industry since 1991. He provides professional money management services as well as comprehensive financial planning strategies.

Jeff is dedicated to providing uncompromised attention to detail as he reviews his client’s current financial situation, risk tolerance, and personal priorities. He believes successful investment management is achieved through a balanced focus of enhancing returns and managing risk while maintaining harmony between wealth preservation and portfolio growth.

Jeff began his financial career with American Express Financial Advisors. There he spent eight years as a senior financial advisor and district manager before moving to Prudential Securities. Jeff joined Andy Smith and Brian Needleman in 2001 to form Cornerstone Wealth.

Jeff is a member of the Financial Planning Association (FPA) and the prestigious Entrepreneur’s Organization (EO). As an ardent believer in making a lasting contribution to his community, he supports the Harrison Nichols Foundation, Special Olympics, Davidson Day School, Ada Jenkins Center, Hope House, and the Cornelius Animal Shelter.

Areas of Focus

Comprehensive Financial Planning

Budgeting/Cash Flow Analysis

Retirement Planning

Business Owner Strategies

Executive Benefits Consulting

Investment Management

Tax Reduction Strategies

Estate Planning

Wealth Transfer

Asset Protection

Risk Management

Education

St. John’s University
BS in Business Management

College for Financial Planning, Centennial, CO
Certified Financial Planner™ Program

Professional Credentials

CERTIFIED FINANCIAL PLANNER™ Practitioner
Certified Financial Planner Board of Standards, Inc.

National Football League Players Association
NFLPA Registered Player Financial Advisor

Securities Exams Passed:
Series 7- General Securities Representative Exam
Series 9/10 – General Securities Sales Supervisor Exam
Series 65 – Uniform Investment Advisor Law Exam
Series 63 – The Uniform Securities Agent State Law Exam

Insurance Licenses:
Life, Accident, and Health
Long Term Care and Medicare Supplement

 

 

 

Terri Fiessinger

Terri Fiessinger

Chief Operating Officer, Partner

Contact Terri Fiessinger at tfiessinger@cwgadvisors.com 

Terri joined the firm as part of the executive management team in 2010. In 2013 Terri was named the Chief Operating Officer and oversees the operations and financial management of the firm. Since 2000 she has been involved with accounting, recruiting and management with an emphasis on small to mid-sized companies.

Prior to joining Cornerstone Wealth, Terri held the position of Controller for several small to mid-sized companies in a variety of industries.

Terri provides leadership and management necessary to ensure the company has the proper operational controls, administrative and reporting procedures, and people in place to effectively grow the organization and ensure operating efficiency. She spearheads the development, communication, and implementation of processes and executes growth strategies identified by the executive team.

Terri is an avid boater and enjoys offshore fishing, diving, and snorkeling. She has a passion for animals and supports various animal and marine rescue centers, cancer research and hospice organizations.

Areas of Focus

Internal Financial Management

Budgeting & Forecasting

Financial Reporting

Staffing & Human Resources

Process Improvement

Cost Analysis

Education

North Carolina State University, Raleigh NC
B.A. in Accounting

 

 

Jeremy Grant, CFP®

Jeremy Grant, CFP®

Partner, Wealth Advisor

Contact Jeremy Grant at jgrant@cwgadvisors.com

Jeremy joined Cornerstone Wealth in 2004 after working with Lincoln Financial Advisors and has been involved in the financial services industry since 2003. He focuses on developing risk management, investment and retirement planning strategies for pre-retirees and retirees.

He graduated from the University of North Carolina in Charlotte where he earned a bachelor of science degree in Finance with a concentration in Financial Management. Jeremy is a graduate of the Certified Financial Planner program at Queens University in Charlotte.

Areas of Focus

Retirement Plan Design

Comprehensive Financial Planning

Risk Management

Investment Management

Budgeting/Cash Flow Analysis

Education

University of North Carolina, Charlotte, NC
BS – Finance/Financial Management

Professional Credentials 

CERTIFIED FINANCIAL PLANNER™ Practitioner
Certified Financial Planner Board of Standards, Inc.

Securities Exams Passed:
Series 7 – General Securities Representative Exam
Series 66 – The Uniform Combined State Law Exam

Insurance Licenses:
Life, Accident, and Health
Long-Term Care and Medicare Supplement

Cliff Hodge, CFA

Cliff Hodge, CFA

Chief Investment Officer

Contact Cliff Hodge at chodge@cwgadvisors.com

Cliff Hodge started in the investment industry in 2008, launching his career with Vanguard, and later served as an Investment Analyst for GNI Capital, a long-short hedge fund and as Portfolio Manager for FinTrust Capital Partners. Cliff brings a passion for the markets and a data-driven process to portfolio construction.

Cliff came on board in April 2018 as Director of Investments for Cornerstone Wealth, where he focuses on asset allocation research, security analysis, manager due diligence and portfolio construction for our clients. He is also a member of the firm’s investment committee and partners with committee members to set the firm’s investment strategy.

Cliff is a member of the CFA Society, and Clemson University and University of South Carolina Alumni Associations. In his spare time, Cliff enjoys spending time with family and his dogs, Clemson and Carolina Panther football, mountain biking, and traveling.

Areas of Focus

Market & Economic Analysis

Investment Management

Portfolio Construction

Risk Management

Security Selection

Education

Economics BA – Clemson University
MBA finance concentration – University of South Carolina

Professional Credentials

Chartered Financial Analyst(CFA)

Securities Exams Passed:
Series 86 – Research Analyst Qualification Exam
Series 87 – Research Analyst Qualification Exam

Brian Needleman

Brian Needleman

Partner, Chief Economist

Contact Brian Needleman at bneedleman@cwgadvisors.com

Brian is a Founding and Managing Partner of Cornerstone Wealth. He started in the financial services industry in 1993 beginning his career with Merrill Lynch. Later, he worked with JC Bradford and Raymond James Financial Services. Brian’s vision was to create an independent firm with its own identity and due-diligence process. In 2001 he formed Cornerstone Wealth with Andrew Smith and Jeff Carbone.

Brian is a Managing Partner and the Cheif Economist of Cornerstone Wealth. As the Chief Economist, he monitors global markets with a variety of macroeconomic and microeconomic data sets to provide economic and financial analysis that ultimately guides portfolio construction. In this role, Brian also provides counsel and insight on fiscal issues to the Investment Management Team.

Brian is an active supporter of Ada Jenkins Center, Hope House, and the Cornelius Animal Shelter.

Areas of Focus

Market & Economic Analysis

Investment Management

Portfolio Construction

Risk Management

Security Selection

Education

SUNY Oswego
BA – Communications

Professional Credentials

Securities Exams Passed:
Series 7- General Securities Representative Exam
Series 65 – Uniform Investment Advisor Law Exam
Series 63 – The Uniform Securities Agent State Law Exam

Insurance Licenses:
Life, Accident, and Health
Long Term Care and Medicare Supplement

 

Rachel Posner, CFE, CAMS

Rachel Posner, CFE, CAMS

Chief Compliance Officer

Rachel joined Cornerstone Wealth in 2018 as Chief Compliance Officer. Prior to working at Cornerstone, she worked at SEIA and as an examiner for FINRA in their Atlanta District Office.

Rachel holds the Certified Fraud Examiner (CFE), Certified Anti-Money Laundering Specialist (CAMS), Accredited Investment Fiduciary (AIF®). and Chartered Mutual Fund Counselor (CMFC) designations. She earned a Bachelor in Business Administration from The University of Georgia. She has also completed Compliance training programs by the National Regulatory Society (NRS) and the National Society of Compliance Professionals (NSCP). Currently, Rachel served three years on the Schwab Compliance Advisory Solutions Board, which provides feedback and guidance on the Schwab Compliance Technologies system (SchwabCT).

Rachel is originally from Baltimore, MD, and has lived in Atlanta, GA, and Los Angeles. In 2017, Rachel moved to the Charlotte area, where she enjoys spending time with her son, taking part in local activities, and visiting her extended family in the Mid-Atlantic area.

Rachel is a proud grad of the University of Georgia and has worked in financial compliance for over 17 years. Her experience in compliance is deep and includes working as an examiner for FINRA in their Atlanta District office. As the Cornerstone Chief Compliance Officer, Rachel is responsible for ensuring that the highest industry standards are upheld, and for the firm adherence of all industry regulation.

Areas of Focus

Compliance Analysis

Fiduciary Guidance

Education

Business Administration
The University of Georgia

Professional Credentials

Certified Fraud Examiner (CFE)
Certified Anti-Money Laundering Specialist (CAMS)
Accredited Investment Fiduciary (AIF)
Chartered Mutual Fund Counselor (CMFC)

Andrew Smith, CFP®

Andrew Smith, CFP®

Partner, Wealth Advisor

Contact Andrew Smith at asmith@cwgadvisors.com

Andy Smith, a Founding and Managing Partner of Cornerstone Wealth, has worked in the wealth management industry since 1998. He provides comprehensive wealth management solutions to individuals, families, executives, and owners of businesses. In addition, Andy leads the business development initiatives for the firm.

As a Wealth Advisor, Andy holds the CFP® designation and embraces this standard of excellence for competent and ethical financial planning. He focuses on comprehensive financial planning for individuals and families, with a focus on retirement planning, investment and risk management. Andy also works closely with business owners to design and implement strategies to attract, retain and reward executives and employees. He also brings experience in the development of continuity and succession plans for privately held businesses.

As a Managing Partner, Andy leads the business development and marketing initiatives for the firm. Andy enjoys educating clients through interactive seminars held for the firm’s clients. Andy is also responsible for the firm’s recruiting, mergers and acquisitions. He enjoys working with advisors at all stages of their careers, and he thoroughly enjoys working with advisors who desire a continuity and succession plan.

Andy has been married to his wife, Paula, since 2006, and they have two beautiful daughters, Lucy and Sunny. Andy and his family have a passion for helping children and animals. Andy and Paula are licensed foster parents, and they have fostered several children and infants over the years. Having a love for animals, they are also active supporters of several pet rescues in Lake Norman. Andy and his family enjoy boating, traveling, and spending time with family and friends.

Andy is a member of the Financial Planning Association (FPA), and he is an actively involved with Ada Jenkins Center in Davidson, NC and Big Brother Big Sister in Charlotte, NC.

Areas of Focus 

Comprehensive Financial Planning

Budgeting/Cash Flow Analysis

Retirement Planning

Executive Benefits Consulting

Investment Management

Tax Reduction Strategies

Estate Planning

Wealth Transfer

Risk Management

Asset Protection

Education

North Carolina State University, Raleigh, NC
Bachelors of Science, Materials Science & Business Administration

Queens University, Charlotte, NC
Certified Financial Planner™ Program

Professional Credentials 

CERTIFIED FINANCIAL PLANNER™ Practitioner
Certified Financial Planner Board of Standards, Inc.

Securities Exams Passed:
Series 7 – General Securities Representative Exam
Series 6 – Investment Company and Variable Contracts Products Representative
Series 65 – Uniform Investment Advisor Law Exam
Series 63 – The Uniform Securities Agent State Law Examination

Insurance Licenses:
Life, Accident, and Health
Long-Term Care and Medicare Supplement

 

Edward Wood, CFP®

Edward Wood, CFP®

Wealth Advisor, Partner

Contact Ed Wood at ewood@cwgadvisors.com 

Ed joined Cornerstone Wealth as a wealth advisor in 2011 and became a partner in 2018.  Prior to his tenure at Cornerstone he spent 15 years in the financial services industry with Principal Financial Group’s Executive Benefit Planning Group and serving as Sales Vice President of Highland Capital Brokerage.    

Ed attended East Carolina University where he earned a bachelor’s degree in Industrial Technology with a minor in Business Administration 

Over the past 21 years, Ed has used this foundation of process-driven education in science and business along with his accomplishment of obtaining his designations as both a Certified Financial Planner and Accredited Investment Fiduciary to excel in helping people accomplish their financial goals. 

Ed works with two types of clients:   

  1. Individuals that are preparing for retirement or currently retired that have a desire to protect and grow their wealth.  He helps them pursue their financial goals through a comprehensive financial planning approach.
  2. Business Owners that have personal planning needs that involve a more sophisticated approach because of business ownership.  There are also times when the business has key employees that need to be taken care of on a selective basis through such plans as deferred compensation or other executive benefit and business succession planning approaches. 

 Ed’s success can be attributed to the following: 

  • Understanding the complexities of an ever-changing financial climate and knowing how and when to make recommendations in the client’s best interest. 
  • Being dedicated to developing strong relationships with clients based on honesty and integrity. 
  • Being Independent and serving as an investment fiduciary, working to put his client’s needs first.    
  • Striving to establish the proper portfolio allocations based on an individual’s risk profile and desired cash flow modeling.   
  • Possessing a skill set required to also excel in corporate qualified and non-qualified benefit planning.

Ed enjoys spending time with his wife and two sons.  They like to entertain friends and family which allows Ed to put his culinary skills to work.  playing golf and soccer are two of his favorite hobbies.  Ed spends time giving back to the community by volunteering at local food banks and when possible, he organizes and participates in fundraising efforts for local charities.   

Areas of Focus

Retirement Planning

Estate Planning

Wealth Transfer Planning

Education Planning

Insurance Planning

Executive Benefit Planning

Education

East Carolina University
Industrial Technology & Business Administration, Minor

College for Financial Planning, Centennial, CO
Certified Financial Planner™ Program

Professional Credentials

CERTIFIED FINANCIAL PLANNER™ Practitioner
Certified Financial Planner Board of Standards, Inc.

Securities Exams Passed:
Series 7- General Securities Representative Exam
Series 63- Uniform Securities Agent State Law Exam
Series 65- Uniform Investment Advisor Law Exam

Insurance Licenses:
Life, Accident and Health
Long-Term Care and Medicare Supplement

 

 

Wealth Advisors

Our Wealth Advisors provide comprehensive financial planning, risk management, and investment strategies. Each advisor is guided by the core principle that clients’ interests come first, and they operate with the utmost integrity.

Alex Barnes, CFP®

Alex Barnes, CFP®

Wealth Advisor

Contact Alex Barnes at abarnes@cwgadvisors.com

Alex joined the firm in 2013 after serving as a Senior Financial Services Officer at State Employees Credit Union. As a Wealth Advisor, Alex specializes in financial and retirement planning and enjoys working with individuals and families.

He concentrates on the design and implementation of comprehensive retirement and estate plans for both pre-retirees and retirees. Additionally, Alex works to create customized financial plans to pursue both business and personal objectives.

Alex has been married to his wife, Kate since 2010 and they have two children. Alex stays involved in the community by routinely participating in local charity events, in particular, those related to breast cancer and children’s cancer.

Areas of Focus

Comprehensive Financial Planning

Budgeting/Cash Flow Analysis

Risk Management

Investment Management

Retirement Planning

Estate Planning

Education

North Carolina State University, Raleigh, NC
Sport Management and Business Administration

Central Piedmont Community College, Charlotte, NC
Certified Financial Planner™ Program

Professional Credentials

CERTIFIED FINANCIAL PLANNER™ Practitioner
Certified Financial Planner Board of Standards, Inc.

Securities Exams Passed:
Series 6 – Investment Company and Variable Contracts Products Representative
Series 65 – Uniform Investment Advisor Law Exam

Insurance Licenses:
Life, Accident, and Health
Long-Term Care and Medicare Supplement
Property and Casualty

Jerett R. DiMarzio, CFP®

Jerett R. DiMarzio, CFP®

Wealth Advisor

Contact Jerett DiMarzio at jdimarzio@cwgadvisors.com

Jerett joined Cornerstone Wealth in 2014.  He has more than 13 years of experience in the financial services industry, previously with Bank of America.  With his background in banking and lending, he brings a holistic approach to each client engagement.

As a CERTIFIED FINANCIAL PLANNER™ Practitioner, Jerett focuses on comprehensive financial planning for individuals and families, with a focus on retirement planning, estate planning, investment and risk management.

Jerett actively participates in local community outreach programs with his F3 Group and has also taught financial educations classes at Goodwill Industries as well as volunteering as a golf coach for The Special Olympics of North Carolina.  Jerett is also a board member of Covenant Classical School of Concord, NC.

Areas of Focus

Comprehensive Financial Planning

Budgeting/Cash Flow Analysis

Retirement Planning

Investment Management

Risk Management

Estate Planning

Education

Kent State University, Kent, OH
Pre-Law, Criminal Justice, and Psychology

Queens University, Charlotte, NC
Certified Financial Planner™ Program

Professional Credentials

CERTIFIED FINANCIAL PLANNER™ Practitioner
Certified Financial Planner Board of Standards, Inc.

Securities Exams Passed:
Series 7 – General Securities Representative Exam
Series 66 – Uniform Combined State Law Exam

Insurance Licenses:
Life, Accident, and Health
Long-Term Care and Medicare Supplement

Contact Jerett R. DiMarzio at jdimarzio@cwgadvisors.com

George Jameson, CFP®

George Jameson, CFP®

Wealth Advisor

Contact George Jameson at gjameson@cwgadvisors.com

George Jameson, an experienced financial advisor, is known for helping, educating, and supporting clients as they develop strategic financial and investment plans for the future.

George, joined Cornerstone Wealth in 2015 when Discipline Financial merged with Cornerstone Wealth. George has worked in the financial services industry for more than 8 years. He started his financial career at Vanguard in the 401k division. He then worked for Morgan Stanley and Discipline Financial as a Financial Advisor.

As a CERTIFIED FINANCIAL PLANNER™, George specializes in financial planning for individuals/ families, focusing on risk management, investment management, and retirement planning. He is also passionate about working with business owners, to create customized financial plans to address both business and personal financial goals.

He received his MBA from the University of South Carolina – Moore School of Business. He is also a graduate of the Certified Financial Planner program through the University of Georgia – Terry School of Business. George is a member of Eastminster Church and volunteers with Junior Achievement teaching work-readiness, entrepreneurship, and financial literacy skills. When he’s not working, he enjoys playing tennis, golf, and spending time with his wife and daughter.

Areas of Focus

Financial Planning

Retirement Planning

Estate Planning

Risk Management

Investment Management

Education

University of South Carolina
Bachelor of Science, Biology/Pre-Med

University of South Carolina
Darla Moore School of Business
MBA Program

University of Georgia
Terry College of Business
Executive Program for Certified Financial Planner
CFP® Program

Professional Credentials

CERTIFIED FINANCIAL PLANNER™ Practitioner
Certified Financial Planner Board of Standards, Inc.

Certified in Long-Term Care (CLTC)
The Corporation for Long-Term Care Certification, Inc.

Securities Exams Passed:
Series 66 – The Uniform Combined State Law Exam

Insurance Licenses:
Life, Health and Long-Term Care

Katie Jamil, CFP®, AIF®, CPFA

Katie Jamil, CFP®, AIF®, CPFA

Senior Retirement Plan Consultant

Contact Katie Jamil at kjamil@cwgretire.com

As a Retirement Plan Specialist, Katie works with the partners of the firm assisting in the design and management of defined contribution and defined benefit plans for Cornerstone Retire. Katie began her career with First Financial Resources in 2008 before joining the firm in 2012.

Katie specializes in providing strategies to help plan sponsors create, enhance and maintain effective retirement plans. She strives to educate and empower plan participants to confidently accumulate and manage their assets to pursue their retirement goals.

Katie resides in Charlotte, NC with her husband and French bulldog. She plays tennis for USTA and is an active supporter of St. Jude’s Children’s Research Hospital.

Areas of Focus

Defined Contribution Plan Design

Defined Benefit Plan Design

Investment Management

Fiduciary Support

Employer/Employee Education

Plan Transition Services

Education

North Carolina State University, Raleigh, NC
Business Administration and Accounting

Queens University, Charlotte, NC
Certified Financial Planner™ Program

Professional Credentials

CERTIFIED FINANCIAL PLANNER™ Practitioner
Certified Financial Planner Board of Standards, Inc.
Accredited Investment Fiduciary Certification
Securities Exams Passed:
Series 66 – The Uniform Combined State Law Exam
Insurance Licenses:
Life, Accident, and Health

Jeff Powell, CFP®, MBA

Jeff Powell, CFP®, MBA

Wealth Advisor

Contact Jeff Powell at jpowell@cwgadvisors.com

Jeff is a Wealth Advisor in our Aiken office who has worked in the financial services industry helping clients since 2000. His experience includes financial planning, investment management, retirement, and estate planning. Jeff enjoys working closely with clients to establish a value-driven relationship that pursues a deeper sense of personal understanding and satisfaction.

Jeff has been married to his wife, Margaret, since 2004, and he has a beautiful daughter named Mekenzie. He enjoys golf, exercise, traveling, and spending time with family and friends.

Jeff currently sits on the Board of Directors of the Aiken Child Advocacy Center providing a voice for children. Other charitable interests include the Alzheimer’s Association.

Areas of Focus

Comprehensive Goal-Based Financial Planning

Retirement Planning

Estate Planning

Investment Management

Risk Management

Asset Protection

Financial Coaching

Tax Reduction Strategies

Education

University of Florida, Gainesville, FL
Masters of Business Administration

State University of New York College at Buffalo, Buffalo NY
Masters of Science in Education, Specialty in Counseling

State University of New York at Fredonia, Fredonia NY
Bachelor of Arts in Political Science

Professional Credentials 

CERTIFIED FINANCIAL PLANNER™ Practitioner
Certified Financial Planner Board of Standards, Inc.

Insurance Licenses:
Life, Accident, and Health
Long-Term Care and Medicare Supplement

Charles Robinson

Charles Robinson

Wealth Advisor

Contact Charles Robinson at crobinson@cwgadvisors.com

As a Wealth Advisor at our Charlotte office, Charles brings nearly 10 years of experience advising high net worth clients on topics such as cash flow, risk management, investment management, tax planning, and estate planning. Charles joined Cornerstone Wealth in 2013 after serving as the Vice President of Financial Planning with The Monteverde Group.

Charles is focused on helping a specific group of client’s define, plan for and pursue the lives they’ve always desired for themselves and their families. He works closely with clients and their trusted advisors, to help them preserve the wealth they have earned while creating a comprehensive roadmap for possible future growth.

Charles is a member of the ECU Pirate Club and is an active supporter of The National MS Society.

Areas of Focus

Comprehensive Financial Planning

Budgeting/Cash Flow Analysis

Risk Management

Investment Management

Retirement Planning

Estate Planning

Planning For Professional Athletes

Education

East Carolina University, Greenville, NC
B.S. – Exercise Physiology/Pre-Med

University of Georgia
A candidate enrolled in Master of Science (M.S.), Financial Planning

Professional Credentials

Securities Exams Passed:
Series 7 – General Securities Representative Exam
Series 66 – The Uniform Combined State Law Exam
Series 63 – The Uniform Securities Agent State Law Examination

Insurance Licenses:
Life, Accident, and Health
Long-Term Care and Medicare Supplement

Mark Thornburgh

Mark Thornburgh

Wealth Advisor

Contact Mark Thornburgh at mthornburgh@cwadvisors.com

Mark joined Cornerstone Wealth in 2015 after spending seven years in the wealth management industry with Morgan Stanley and Certus Securities. He enjoys working closely with pre-retirees, retirees and their families to develop personalized financial plans, including investment and retirement planning strategies.

Mark also works with small business owners to create customized financial plans to pursue both their business and personal objectives.

Mark and his family have resided in Greenville, South Carolina since 1993. He is actively involved with the local Upstate community serving on the Fund Development Committees for both FAVOR Greenville, and Home Works, two non-profits dedicated to improving the quality of life for individuals and families.

Areas of Focus

Comprehensive Financial Planning

Budgeting/Cash Flow Analysis

Retirement Planning

Investment Management

Risk Management

Estate Planning

Education

Purdue University
BS, Electrical Engineering

College for Financial Planning, Centennial, CO
A candidate enrolled in the Certified Financial Planner™ Program

Professional Credentials

Securities Exams Passed:
Series 66 – Uniform Combined State Law Exam

Insurance Licenses:
Life, Accident, and Health
Long-Term Care

Matthew Sandberg, CFP®

Matthew Sandberg, CFP®

Wealth Advisor, CFP®

Contact Matthew Sandberg at msandberg@cwgadvisors.com

As a Wealth Advisor & CERTIFIED FINANCIAL PLANNER™ Practitioner, Matthew focuses on holistic financial planning to assist clients in building their future and legacy. From planning for retirement to saving for college, Matthew specializes in developing comprehensive strategies to help clients reach their financial goals and deliver them a peace of mind.

Prior to joining Cornerstone in 2016, Matthew worked as an analyst in the financial services industry for Fiserv. In his free time, Matthew and his wife Taylor can be found spending time on Lake Norman or hiking with their golden retriever Dixie.

Education

The University of North Carolina at Chapel Hill
BA- Exercise and Sports Science
BA- Economics

Wake Forest School of Business – Certified Financial Planner

Professional Credentials

CERTIFIED FINANCIAL PLANNER™ Practitioner Certified Financial Planner Board of Standards, Inc.

Securities Exams Passed:
Series 7-General Securities Representative Exam
Series 66-General Securities Representative Exam

Insurance Licenses:
Life, Accident & Health
Long-Term Care & Medicare Supplement

Areas of Focus

Comprehensive Financial Planning
Budgeting & Debt Reduction
Retirement Planning
Investment Management
Risk Management
Estate Planning

Management

Our dedicated management team strives to uphold the Cornerstone vision, to always put the client first.

Cyndi Cross

Cyndi Cross

Client Services Manager

Contact Cyndi Cross at ccross@cwgadvisors.com

Cyndi joined Cornerstone Wealth in the summer of 2008 as an Administrative Associate and transitioned to an Operations Specialist the following year and Client Services two years later. Cyndi is now the Client Services Manager working closely with advisors and the client services team. She continues to provide dedicated support to Cornerstone Wealth clients.

With a diverse background beginning in the Payoff Department in the Mortgage Lending industry, a Junior Account with a top International Trading Company, transitioned to Sales and Client Services within their Rolled Steel Department, then an Account Manager for an Architectural Metals Company. Cyndi moved from Southern California to North Carolina in the summer of 2005 and joined GE Money Credit Services prior to joining Cornerstone Wealth.

Earning a Bachelors of Arts Degree in Psychology from California State University, she truly shows her joy for working with others. Cyndi is actively involved in the Cove Church and serves regularly on the Hospitality team.

Education

California State University
BA – Psychology

Professional Credentials 

Securities Exams Passed:

Series 7- General Securities Representative Exam
Series 66- Uniform Combined State Law Examination

 

Terrie Stark

Terrie Stark

Operations Manager

Contact Terrie Stark at tstark@cwgadvisors.com

Terrie joined Cornerstone Wealth in 2006 as an Administrative Assistant and was promoted to an Operation Associate in 2007. In 2011 Terrie was instrumental in coordinating the transition to LPL Financial. Today, she is the Operations Manager and works closely with advisors and the executive leadership team.

Terrie began her career in financial services as a Systems Analyst with Provident Life Insurance Company in Chattanooga, TN, and she also worked with National Life Insurance Company in Nashville, TN. She is experienced in database management and has coordinated various projects within schools and churches, working with student and adult volunteers.

Terrie specializes in operations, with responsibilities for opening and maintaining accounts, processing transfer, and distribution requests and researching and resolving issues that may arise with custodians and sponsor companies where accounts are held. She is often involved in special projects that require the development of processes, problem-solving and attention to detail. Terrie is a member and supporter of the Lake Norman Wildlife Conservationists and the North Carolina Wildlife Federation.

Education

Carson-Newman University
BS – Accounting

 

Ashley White

Ashley White

Marketing Manager

Contact Ashley White at awhite@cwgadvisors.com

Ashley joined Cornerstone Wealth in 2015 focusing on marketing strategy, campaign execution, and client development. As Marketing Manager, Ashley also coordinates client events and designs all print and web-related materials. Prior to joining Cornerstone, she began her career in marketing at a small Charlotte-based firm. It was in that capacity she was able to grow and polish her talents.

A proud graduate of Covenant College, Ashley received her bachelor’s degree in English before finding her passion for marketing. Ashley has a strong appetite for learning and is an active sponsor of the Humane Society of the United States. In her spare time, Ashley enjoys yoga, hiking, visiting local vineyards and cooking.

She is an active contributor to the Humane Society of the United States and volunteers at Companion Parrots-Rehomed, a local nonprofit organization whose purpose is to rescue parrots from harmful or unwanted situations and find qualified homes.

Education

Covenant College
BA – English

Professional Support Staff

Our professional support team assists with client services, account maintenance, and coordinating ongoing consultations. Each member works together to assist our advisors and exceed your expectations.

Robert Benton

Robert Benton

Investment Analyst

Contact Bob Benton at rbenton@cwgadvisors.com

Bob joined Cornerstone Wealth in 2018 after spending six years with Morningstar Inc. as a Manager of their Back Office Services Team. As an Investment Analyst, Bob is a member of the Investment Management Team.

His primary responsibilities consist of integrating a variety of technology solutions that support both the staff and investors. Bob is also responsible for trading, portfolio rebalancing, custodian aggregation, and performance reporting.

Bob has been married since 2017 and has two children. His hobbies include competitive ten-pin bowling and staying up-to-date on new technology in the industry.

Professional Credentials

Securities Exams Passed:
Series 65 – Uniform Investment Advisor Law Exam

Shari DeStefano

Shari DeStefano

Client Services Associate

Contact Shari DeStefano at sdestefano@cwgadvisors.com

Shari joined Cornerstone Wealth in 2017. As a client services associate, she provides support for Wealth Advisors and the Executive Team. Shari answers client inquiries, assists in meetings between clients and advisors and assists clients with information pertaining to their accounts and investments.

Shari has a BA in Business Management from North Carolina State University and over 25 years of customer service experience. She started her career in corporate training and spent the past 13 years managing a medical supply company.

Education

North Carolina State University
BA in Business Management

Lindsey Dudley

Lindsey Dudley

Client Services Associate

Contact Lindsey Dudley at ldudley@cwgadvisors.com

Lindsey joined Cornerstone Wealth in 2014. She supports the operations department and works with Wealth Advisors to service clients in the Belmont office.

Her customer service background spans the investment field since 2008 and was in banking for three years. Lindsey attended Clemson University and graduated from Belmont Abbey College with a degree in Business Management with a minor concentration in accounting. She also has a 2 year Associate of Arts degree from Horry Georgetown Technical College.

Education

Belmont Abbey College
BA – Business Management
Minor – Accounting

Horry Georgetown Technical College
Associate of Arts

Karen Guffey

Karen Guffey

Senior Operations Associate

Contact Karen Guffey at kguffey@cwgadvisors.com 

Karen brings over 20 years of experience in the financial services industry working with broker-dealers and RIA firms. She specializes in operations, account openings, cash management, and account transfers. Her strengths are relationship building, organization skills, attention to detail and problem-solving. As a Senior Operations Associate, she is responsible for directly supporting the Operations Manager.

Karen has a Business Administrative Degree and Business Management Degree from Belmont Abby where she graduated Cum Laude. She is the mother of three amazing and successful daughters. Karen’s happy places are Kiawah Island and Death Valley at Clemson University. She also enjoys volunteering in the school system reading with special needs children. Karen attends church at The Cove.

Education

Belmont Abby
BS – Business Administration

Jennifer Hollifield

Jennifer Hollifield

Client Services Associate

Contact Jennifer Hollifield at jhollifield@cwgadvisors.com

Jennifer joined the Cornerstone Wealth team in 2009 and supports wealth advisors in the Huntersville, NC office. She considers working with clients a distinct privilege and aims to provide first-rate service.

Her prior experience includes serving as a legal assistant in the area of estate planning, as well as a legal assistant and executive assistant for five years at Bank of America.

Jennifer enjoys running outdoors, paddle boarding, and spending quality time with her three wonderful daughters and two darling ‘grand-dogs’.

Education

University of North Carolina, Charlotte
BA – English

Abby Jenkins

Abby Jenkins

Client Services Associate

As a Client Services Associate, Abby is responsible for client service in the Aiken, SC office. In 2003 she began her career with Maralyn Henry Financial Services. In 2012 Abby joined Cornerstone Wealth when Maralyn Henry merged her practice with the firm.

Abby enjoys serving clients and building long-term relationships. Her job responsibilities include opening new accounts, account maintenance, scheduling and facilitating client review meetings.

Abby is involved with Carly Unlimited and volunteers with the annual Carly Unlimited 5K for Epilepsy Awareness. Abby is also an active member of her church.

Education

Augusta State University
Paralegal Certificate

University of South Carolina
BA – Business Administration/Finance

Paula Lisenby

Paula Lisenby

Client Services Associate

Contact Paula Lisenby at plisenby@cwgadvisors.com

Paula joined Cornerstone Wealth in 2016. Prior to joining the firm, Paula began her career in the Financial Industry with Discipline Financial Management in 2009. She has over twenty years of experience in Customer Service and strives to assist advisors and clients in the best and most efficient manner possible.

Paula provides client support and manages the day to day operations of the Cornerstone Wealth, Lexington SC office branch. She attended Carson-Newman College, Roanoke College and The University of North Carolina at Greensboro as a double-major in English and Vocal Performance.

Paula became involved in music at an early age and enjoys singing, spending time with her family and attending First Baptist Church of Columbia, SC.

Gretchen Monteleone

Gretchen Monteleone

Staff Accountant

Contact Gretchen Monteleone at gmonteleone@cwgadvisors.com

Gretchen joined the firm in 2015. As Staff Accountant, Gretchen handles all revenues, expenses, and payroll. She has over nine years of experience in accounting with small to mid-size companies. Prior to joining Cornerstone Wealth, Gretchen held the position of Accountant for a mid-size company in Charlotte for many years.

Gretchen has a proven and practiced track record of experience working with accounts, customers, and employees.

Gretchen is an avid reader and enjoys the outdoors. She has a passion for animals and adopts highways/beach accesses for litter clean up. She gives back through several charities to families who have lost loved ones to cancer.

Andrea Oldenburg

Andrea Oldenburg

Client Services Associate

Andrea has been working in the financial services industry since 2000. Her primary responsibilities consist of supporting the Greensboro staff and managing the day to day operations of the Greensboro office.

She started her career in the mortgage and real estate sector before transitioning to personal and business investments in 2000. Her previous positions include Institutional Services Manager and Operations Manager for Alaska USA Trust Company. She moved to North Carolina in 2006 from Anchorage, Alaska. Andrea joined Cornerstone Wealth in 2013.

Andrea supports the operations department and works with the partners and wealth advisors to maintain new and existing client accounts.

Professional Credentials

Securities Exams Passed:
Series 7- General Securities Representative Exam
Series 63 – Uniform Securities Agent State Law Exam

 

 

Carla Palmer

Carla Palmer

Operations Associate
Cynthia Reese

Cynthia Reese

Operations Associate

Cindy joined Cornerstone Wealth in August of 2010 as an Administrative Associate. In June of 2014, Cindy transitioned to the Operations Team.

As an Administrative Associate, she was responsible for various duties, including client communication and compliance. As an Operations Associate, she works on special projects and supports the Operations Manager.

Cindy has over 25 years of experience in the customer service and the administrative fields, including banking and real estate. She is a North Carolina native and began her career in real estate working for Coldwell Banker. After moving to the Charlotte area, she worked for a local church before joining Cornerstone Wealth.

She is a member of Grace Covenant Church and volunteers with the Guest Services Team and a Life Group. In the warmer months, she enjoys local outdoor activities.

Education

Mars Hill College
Business Administration

Admin U Program of LPL Financial
Specialist’s Degree

Jason Rippy

Jason Rippy

Registered Compliance Analyst

Contact Jason Rippy at jrippy@cwgadvisors.com

As a Registered Compliance Analyst, Jason works on compliance matters for the firm. Jason has 17 years of experience in the banking and financial industry with Wells Fargo Advisors, LLC, and LPL Financial.

Jason’s comprehensive and diversified experience affords him a holistic perspective in the wealth management industry. Accuracy, efficiency and earning a client’s trust and respect are goals Jason strives to meet with every interaction.

Jason works with the firm’s principals and specializes in implementing internal controls to ensure the firm stays up-to-date with all rules and regulations.

Jason supports Hands on Charlotte.

Professional Credentials

Securities Exams Passed:
Series 7 – General Securities Representative Exam
Series 63- Uniform Securities Agent State Law Exam

Tiffany Welshans

Tiffany Welshans

Administrative Associate

Contact Tiffany Welshans at twelshans@cwgadvisors.com

Tiffany joined Cornerstone Wealth in April of 2019 at the Huntersville, NC office and provides administrative support to clients and the rest of the Cornerstone team. Tiffany brings a high level of professionalism to the firm along with a strong drive to enhance productivity and the client experience.

Tiffany has over 15 years of experience in customer service and sales support in various roles including the mortgage and loan industry.

 

 

Jennifer Whatley

Client Services Associate

Jennifer joined Cornerstone Wealth in 2019 as a Client Services Associate.  Prior to joining the firm, she worked in the financial industry with companies like Edward Jones and BB&T.

Jennifer provides client support and manages the day to day operations of the Cornerstone Wealth, Greenville office branch. She attended the University of South Carolina, Aiken and received her business degree.

Education

BS at University of South Carolina – Aiken

Business Administration & Management at Clemson University