Meet the professionals who can help you Pursue Your Goals

We help individuals and families pursue their ideal retirements.

Meet The Team

The team behind Cornerstone is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.

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

There are many decisions to make when preparing for a sound retirement. Our Local Retirement Team offers local and trusted professionals with goals to help guide you along retirement, with confidence. Each of our partners are professionals you can trust to focus on providing strategies and guidance that will help you become more confident in your retirement.

Sometimes, we find that our clients’ finances are not properly aligned with their financial goals and objectives. We believe that a complete financial review consists of working with an experienced team of professionals who have combined experience in asset-planning strategies for retirees and pre-retirees. By partnering with qualified attorneys and tax professionals, we can also 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.

Leah Kari, CMR

Medicare Insurance Products

Kathy Cleere

Cleere Law Offices P.C.

John Lebbs

CPA, Tax Preparer

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

Samantha Pappas

Soreo Hospice and Palliative Care

Robert Randall

Realtor, Keller Williams Realty Inc.

Tania L. Olive

Realtor, Tierra Antigua Realty

Glenn and Robin

The Trusted Concierge

Nancy Hofstede

Realtor, Tierra Antiqua Realty – Not Your Run of the Desert Realtor

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.