Our Team

Nate is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Kingdom Advisor®. He is the CEO and the Director of Advisors for the team at Cornerstone. Nate joined Cornerstone in August of 2007 after hanging up his B-52...

Brett joined the 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 PGA member and has worked at several private country...

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...

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...

Jason 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 in the golf industry at several private clubs...

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...

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...

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...

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...

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...

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....

Floyd founded Cornerstone in 1986. He graduated from North Carolina State University with a B.S. in Applied Mathematics. He holds graduate degrees from Wheaton College (M.A.) and Dallas Theological Seminary (Th.M.).