Cornerstone Wealth Management works with each client to help them create and execute a sound financial plan, based on their unique needs, to help them reach their financial goals.

PARTNERS

Jammie Avila
Jammie Avila
Managing Partner/Co-Founder, Registered Representative & Insurance Professional
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Kyle Kirwan
Kyle Kirwan
Partner/Co-Founder, Investment Advisor
Representative and Insurance Professional
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Daniel Mann
Daniel Mann
Partner/Co-Founder, Investment Advisor
Representative and Insurance Professional
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Anthony Napolitano
Anthony Napolitano
Partner, Investment Advisor
Representative and Insurance Professional
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STAFF

Jeremy Lyons
Jeremy Lyons
Director of Marketing, Insurance Professional
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China Gumiensky
China Gumiensky
Assistant Director of Marketing
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Bill Drayer
Bill Drayer
Director of First Impressions
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Stacey Warner
Stacey Warner
Director of Client Relations
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Kelly Allam
Kelly Allam
Director of New Business
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Christopher Wozab
Christopher Wozab
Assistant Director of New Business
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George Rodriguez
George Rodriguez
Director of Client Services,
Insurance Professional
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Theresa Davis
Theresa Davis
Assistant Director of
Client Services
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Kurt R. Hanson, MBA
Kurt R. Hanson, MBA
Investment Advisor Representative,
Life and Annuity Certified Professional
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Ted Kovacevich
Ted Kovacevich
Associate Advisor
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Julie Kovacevich
Julie Kovacevich
Medicare Benefits Specialist
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The Cornerstone Retirement Blueprint TM

LEARN ABOUT OUR 5 PILLARS OF PLANNING