Who We Are
About Cornerstone
Our Firm
A Generational Wealth
Services Firm
Whether you’re a new investor, preparing for retirement, or creating your legacy, you deserve to work with mission-driven financial professionals. We couldn’t be more honoured to serve clients who seek our guidance with their assets, their confidence, and their financial futures.
Clients from all walks of life value our perspective and service. We continuously listen and learn, and we couldn’t be more grateful to share our knowledge with our clients.
A note from Our founder
Committed To You And Your
Family's Lasting Legacy
"For generations, Cornerstone has always had one priority—our clients. With continually changing economic environments, family dynamics, and financial urgencies, we are here to build a sound foundation and navigate solutions."
I learned at a young age the importance of integrity and earning trust. My father was a great example of this and placed ultimate trust in me when he retired and transitioned his valued clients to me in 1994. Since then, I have strived to uphold those values and provide clients with the utmost respect and honesty.
My hope is that Cornerstone becomes generational for you, as it is for me. You will work directly with me and my team through all stages of life as we focus our attentions and desires on generational financial well-being. We will work hard and provide dedicated service as we become a part of your family for years to come.
I truly value every relationship and strive for continued confidence.
Warm Regards,
Gardner Brown
Founder & Wealth Advisor
Our Philosophy
Build On A Foundation of Commitment
Integrity is at our core, shaping how we serve clients, staff, our investments, and our community.
01
Integrity & Commitment
Our client relationships are everything. We would not exist without their confidence, which puts integrity, mission, and service at the forefront of every client interaction.
02
Personal & Family Goals
The better we understand your needs and goals, the better we can help you strategize for the future. It all starts with listening, and we’d like to listen to you.
03
A Long Track Record
We’re proud of our team and the many clients they’ve helped. From first-time investors to seasoned savers, we are here to start conversations that matter.
MEET OUR TEAM
The People Who Build The
Foundation
Our team is composed of industry professionals with decades of combined experience.
Gardner Brown
Wealth Advisor
Brian S Lifferth , CFP®
Wealth Advisor
Daniel Brown
Client Relationship Manager
John R Call III
Director of Client Relations
Lexie Sorensen
Office Manager
Alexis Rowley
Client Relationship Manager
Jennie Frey
Marketing Manager
Causes We Support
Invested In Our
Community
Our team is dedicated to giving back by supporting local organizations and meaningful philanthropic initiatives. Whether through education, volunteerism, or financial support, we strive to put integrity, mission, and service at the forefront of every client, staff, and community interaction
Get Started
Your Cornerstone Starts Here.
Ready to talk about your financial goals? Let’s schedule an introductory phone call to get to know each other.