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

Bill Drayer
Bill Drayer
Director of First Impressions
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Kelly Allam
Kelly Allam
Director of New Business
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Ted Kovacevich
Ted Kovacevich
Managing Associate
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Julie Kovacevich
Julie Kovacevich
Medicare Benefits Specialist

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George Rodriguez
George Rodriguez
Director of Client Services,
Insurance Professional
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Kurt R. Hanson, MBA
Kurt R. Hanson, MBA
Director of Business Development

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Dana Ainslie
Dana Ainslie
Director of New Business
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Jeremy Lyons
Jeremy Lyons
Director of Marketing
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Stacey Warner
Stacey Warner
Director of Client Relations
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Courtney Kirwan
Courtney Kirwan
Administrative Assistant
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THE CORNERSTONE RETIREMENT BLUEPRINT PROCESS

LEARN ABOUT OUR 5 PILLARS OF PLANNING