Broker Check

Cornerstone Wealth Management

2301 Stonehenge Drive

Suite 210
Raleigh, NC 27615

OUR TEAM

Nate Oltmans, CFP®, CKA®

Partner, Director of Advisors

Nate is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Kingdom Advisor®. He is a General Securities Registered Representative and serves our clients in the development and annual review of comprehensive, written...
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Brett Dysart, CKA®

Partner, Advisor

Brett is a General Securities Registered Representative. He joined our team at Cornerstone in December of 2008. He graduated from Campbell University with a degree in Business Administration and a minor in Marketing. Brett is a former...
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Kelsey Oltmans

Partner, Director of Operations

Kelsey is a General Securities Registered Principal. She 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...
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Timothy Pitman, CFP®, CKA®

Director of Client Service

Tim is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Kingdom Advisor®.Tim has been with Cornerstone since November of 2010. He graduated from Campbell University with a degree in Business Administration and a...
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Jason Harris, FPQP™

Advisor

Jason is a General Securities Registered Representative. He joined Cornerstone in September of 2014. He graduated from Appalachian State University with a degree in Business Management. Jason is a PGA member with 17 years of experience...
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Liz Pitman, FPQP™

Business Manager

Liz has been part of the Cornerstone team since January of 2014 and serves as Business Manager. After earning her B.A. from Middle Tennessee State University, she has held positions as Event Manager, Flight Attendant, and Office...
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Jonathan Denton, FPQP™

Paraplanner

Jonathan joined the Cornerstone team in September of 2014 as a part of our client service department. He graduated from Southeastern Oklahoma State University with a B.S. in Aviation and has worked as a flight instructor, corporate...
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Tim Conrad, CFP®

Paraplanner

Tim 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...
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Andrew Gosselin

Paraplanner

Andrew joined the Cornerstone team in May of 2019. He graduated from North Carolina State University with a degree in Sport Management and a minor in Business Administration. Andrew's passion is helping others in their financial...
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Tonya Taylor

Operations Assistant

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....
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Heather Oltmans, FPQP™

Operations and Client Service Assistant

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...
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R. Floyd Green, CFP®, CKA®

Founder, Partner

Floyd is a Registered Representative and a General Securities Registered Principal with The Strategic Financial Alliance, Inc. He is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Kingdom Advisor®. Floyd has been...
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