Cornerstone Wealth and Tax Advisory Group

About Cornerstone Wealth and Tax Advisory Group

Retirement Advisor & Author of “Protection With Power” By nature, I’m inquisitive, straight-forward, and like to “get to the heart of it.” In my early career, I was a math teacher and an engineer. Later, I learned that there was so much misinformation out there around finances - especially when it comes to retirement. That sparked my deep dive into the financial world - and I haven’t looked back since. As a Series 65 licensed financial advisor, my personal and business ethics drive me to put the client’s interests first - always. Our main focus at Cornerstone Wealth & Tax Advisory Group is to help people focus on protection of their assets. The stock market and investments have their place, but when you’re in (or near) retirement, priorities can shift; people want to know their money is protected. Through some practical strategy, and a variety of insurance and financial products, we help clients do just that. We believe that education is key to setting up your retirement plan properly. So, we offer regular education webinars and seminars on various retirement topics - offered at no cost to you. I also wrote an easy-to-read-book called "Protection with Power - What Financial Professionals May Not Want You To Know” as a practical guide for pre-retirees and retirees. If you’re looking for some “real talk” about your retirement plan, we’re here to help. Feel free to call our office for a private, no cost one-on-one consultation, or to reserve a spot at one of our upcoming educational events (online or in-person).

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