Broker Check

Our Story

It all started more than 30 years ago...

                             Across the table, she looked intently into his eyes and said with as much enthusiasm as she could muster, “I'm with you.”
                             Those were the words that freed Floyd to start a company focused on helping people create real wealth, not merely monetary wealth.
                             Floyd and Diana have used that phrase over the course of their 40-plus-year marriage to signify that if the decision chosen ended poorly,
                             there would be no, “I told you so.” It was a joint decision.

Today, Cornerstone has the same core. We choose daily to focus our resources on helping our clients understand their money, put it in its place as a tool, and use it to grow in generosity, gratitude, and contentment.

Over the years our team has grown in sophistication, technology, and size. Our tools, strategies, and tactics have changed. Our focus has not. Every day we reaffirm our commitment to you. We are with you.