Our Team

Nate is a Partner, CEO, and Advisor at Cornerstone, providing both leadership for the firm and personalized guidance to the clients he serves. He is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Kingdom Advisor®, and he brings a steady, thoughtful approach to helping clients navigate life’s financial decisions.

Nate joined Cornerstone in August of 2007 after transitioning from the U.S. Air Force, where he served as a B-52 instructor pilot. He is a graduate of the U.S. Air Force Academy and completed his pilot training in Texas.

Whether leading the firm or sitting across the table from a client, Nate’s focus is the same: helping people replace worry with clarity and confidence through a well-designed plan and a healthy perspective on money.

Nate and his wife, Heather, have been married since 2000. Outside of work, he enjoys working out, reading, and spending time with Heather, their three daughters, and their three collies.

Kelsey has been with Cornerstone since April of 2004. She graduated from North Carolina State University with a B.A. degree in Communication with a concentration in Public and Interpersonal Communication. Kelsey currently serves as Cornerstone’s Director of Operations and Compliance Officer. She oversees our internal processes and systems with a focus on providing excellent service to our clients and ensuring compliance with all industry and regulatory standards.

Kelsey and her husband, Adam, have been married since June of 2009 and have two sons and a daughter. They are active members at The Summit Church, and they attend the Blue Ridge Campus. Kelsey enjoys attending NC State athletic events with Adam and their family and friends.

Brett joined the team at Cornerstone in December of 2008. He is a Certified Kingdom Advisor^® and serves on our advisor team. Brett graduated from Campbell University with a degree in Business Administration and a minor in Marketing. He is a former PGA member and has worked at several private country clubs including Raleigh Country Club where he was the Head Golf Professional. Brett left the golf industry to pursue a passion for helping people have a better quality of life.

Brett and his wife, Jenna, have been married since 2005 and have three children. Brett is a native of Raleigh and a member at Crossroads Fellowship (Wake Forest - Rolesville location). Brett enjoys spending time with friends and family at Lake Gaston, the mountains, fishing, boating, and golfing.

Tim is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Kingdom Advisor^® , and has been with Cornerstone since November of 2010. Prior to Cornerstone, Tim was a PGA member and served in various roles at North Ridge Country Club including First Assistant and later as the Teaching Professional. He graduated from Campbell University with a degree in Business Administration and a minor in Marketing.  

Tim and his wife, Amy, were married in 2000 and have two children. They are active members at Crossroads Fellowship where Tim serves as an Elder. They enjoy watching the Carolina Hurricanes and Clemson Football.

Jason joined Cornerstone in September of 2014. He graduated from Appalachian State University with a degree in Business Management. Jason has 17 years of experience in the golf industry at several private clubs throughout North and South Carolina, most recently Treyburn Country Club in Durham. He left the golf industry to pursue a career where he could continue to help and serve people while spending more time with his family and friends.

Jason and his wife, Carmen, were married in 2000 and have three children. They attend the Summit Church - North Durham Campus. Jason enjoys traveling, playing golf, playing with his kids, and spending time at the beach with his family.

Jonathan joined the Cornerstone team in September of 2014 as a part of our client service department and now serves as one of our advisors. He graduated from Southeastern Oklahoma State University with a B.S. in Aviation and has worked as a flight instructor, corporate pilot, and aircraft dispatcher.

Jonathan is originally from Dallas, Texas, but he and his wife, Ashley, moved to North Carolina in 2006 to be a part of a church plant. They have been married since 2003. Jonathan earned his Master of Biblical Counseling degree at Southeastern Baptist Theological Seminary in 2018. He and Ashley enjoy spending time together with friends and family.

Tim is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Kingdom Advisor^® who joined the Cornerstone team in February of 2018 in our client service department. He graduated from Liberty University with B.S. degrees in Finance and Financial Planning with a minor in Accounting. Although originally a Greenville, North Carolina native, Tim spent several years in Roanoke, Virginia with his wife after college. Tim has been in the financial planning industry for nearly 10 years and has gained valuable experience in all areas of the financial planning process.

Tim and his wife, Kayleigh, were married in 2015 and have one son, one daughter, and two dogs. Tim enjoys spending time with his family, smoking BBQ, watching sports, and spending time with friends. 

Grant joined the Cornerstone client service department in June of 2022. He graduated from Liberty University with a B.S. degree in Business Marketing along with a Master of Business Administration degree. Prior to joining the Cornerstone team, Grant served as a financial planning analyst building financial plans and assisting advisors, both of which have equipped him to serve Cornerstone’s clients.

Grant and his wife Lauren have been married since 2020 and have one daughter. They love spending time with family, friends, and their golden retriever, Rosie. Grant grew up in Maryland and enjoys being outdoors and playing sports. He is a big fan of the Baltimore Ravens.

Sara joined the Cornerstone team in June 2022 as a client service representative. Born in Durham and raised in Southern California, she graduated from the University of Nevada, Las Vegas with a B.S. degree in Hotel Administration. Sara has over 20 years of service experience in private club management as well as large and boutique retail management. This expertise allows her to provide the highest level of service to our clients.

In her free time, Sara enjoys spending time with her daughter and friends, baking, reading, going to the beach, and attending concerts and theatre.

Liz has been part of the Cornerstone team since January of 2014. She earned her B.A. from Middle Tennessee State University and her Financial Paraplanner Qualified Professional certification from The College for Financial Planning. Liz's attention to detail, organizational skills, and her 20+ years of customer service experience all help ensure Cornerstone clients are receiving exceptional service. 

Outside of the office, Liz can be found spending time in the Triggle Academy of Irish Dance studio practicing for her next competition. She also enjoys exploring new places locally and abroad. 

Angela joined Cornerstone in April 2025 as a client service representative. She earned a bachelor’s degree in religious studies from the University of Wisconsin – Oshkosh and master’s degree in school counseling from Suffolk University in Boston. Angela has a diverse work history - church office manager, EAP work-life specialist, kitchen manager, school administrator. This experience has given her valuable insight to work with a variety of people and provide a high level of customer service. 

Angela enjoys visiting dog parks with her goldendoodle, Dewy, finding good coffee shops and restaurants, growing her houseplant collection, and watching Law & Order or any Gordon Ramsay show. She is a lifelong Green Bay Packer fan. Angela is recently married. She and her husband, Kenion, are North Carolina transplants. They met in Boston but are both Wisconsin natives.

Heather joined Cornerstone in February of 2016. She graduated as a North Carolina Teaching Fellow from Meredith College with a degree in mathematics and has taught a range of mathematics from middle school to college math. Heather is married to Nate and they have three daughters. She assists with operations and client service and enjoys providing a high level of service to our clients.

In her free time Heather enjoys running, going to State games, and hiking with Nate and their three collies.

Tonya was previously a part of the Cornerstone team for 5 years. In 2003, she took some time away to stay at home with her family. Tonya rejoined the Cornerstone team in 2013. Her background is in office management and client service. She studied accounting at North Carolina State University.

Tonya and her husband, Blake, are North Carolina natives. They enjoy family time with their daughter and taking family vacations to the beach.