Meet the professionals who can help you Pursue Your Goals

We help individuals and families pursue their ideal retirements.

Meet The Team

We are the Cox family, and after 25-plus years in the financial industry, we decided it was time to improve the way people experience retirement. It was important for us to found Cornerstone upon the same principles that we choose to live by as a family: integrity, transparency and compassion, to name a few. We were tired of seeing people getting taken advantage of and knew that we could and should be different.

After moving from Sioux Falls, South Dakota, Chris worked hard to build a Local Retirement Team for the people of Arizona that encompassed more than just money management. He realized that many of his clients had relocated to Arizona after retirement and were in need of developing local, face-to-face relationships with other qualified specialists and professionals. Chris felt compelled to create a local team of trusted individuals to better serve our Cornerstone clients. He had a vision that included looking beyond transactions and adding true value to the lives of others. As soon as the opportunity presented itself, Beth and Kaylor were drawn to join the Cornerstone mission as well, proudly making Cornerstone family owned and operated.

We look forward to speaking with you, hearing your story and improving the way you experience retirement. We are Cornerstone, and we are committed to caring for you.

Because everyone deserves a trusted resource in their corner!

– Chris, Beth and Kaylor


Chris Cox

Founder, Managing Director

Beth Cox

Office Manager

Our staff

Kaylor Cox

Director of Marketing & Events

Susie Watson

Client Relations & Accounts Manager

Amber Lovejoy

Technology Administrator

Our Local Retirement Team

Cornerstone’s Local Retirement Team consists of local and trusted professionals with goals to help guide you along retirement as needed, with confidence. Because there are many decisions to make when preparing for a sound retirement, it’s important to us that our clients are surrounded by other individuals with similar values. Having local professionals to update documents and enhance your overall well-being is crucial, especially to those who relocated to Arizona after retirement.

As our clients age and experience uncharted waters, our Local Retirement Team is here to help every step of the way. Between new tax laws taking place or trying to navigate through the complexities of the health care area, it can be hard and daunting to keep up with it all by yourself. We know that we can’t be everything to everyone, which is why we provide our clients with resources that will bring peace of mind to other areas of life. For instance, by partnering with qualified attorneys and tax professionals, Cornerstone can help ensure that your legal documents are in order and that you have a tax-efficient plan for the preservation and distribution of your retirement assets.

We actively plan ahead, together, and always with your goals in mind. Experience the difference a Local Retirement Team can make on your overall quality of life!

Leah Kari, AMR, FHIAS

Medicare Insurance Products

Kathy Cleere

Cleere Law Offices P.C.

Tom Pothoff and Danny Klein

Founders, Serenity Senior Services

Stacey Davis

Owner, Tender Care Senior Consulting

Kristen Smith, CPA

Bradley & Smith

Dianne Kelley

Health Insurance

Dave Huntoon

Eligibility Specialist, Senior Application Services

Amy DuBois

RN Patient Advocate of Tucson, LLC

Robert Randall

Realtor, Tierra Antigua Realty

Tania L. Olive

Realtor, Tierra Antigua Realty

Peter Schmerl, PC

Attorney at Law

Nolan Reidhead, PC

Founder and Licensed Attorney, Reidhead Law

Doug Harpold

Vistoso Funeral Home

Ready to Take
The Next Step?

For more information about any of our products and services, schedule a call today or register to attend a webinar.

Or give us a call at 520.318.5505.