Don’t Take Our Word for it. Here’s what Advisors like you are Saying.

Others have gone before you – hear what they have to say about owning their practice and partnering with Cornerstone.

I knew that if I followed the path that many others had walked before me that I would end up having a successful transition.

Matt Schellman
Financial Advisor

I feel very lucky because you all found me. You’ve changed my life.

Vondal Davidson
Financial Advisor

It’s been a great decision to move to the independent channel, and if I had to do it all over again, I absolutely would.

Kip Reiss
Wealth Advisor

Nick Kloster and his family

Nick Kloster: Finding Flexibility | Shifting Priorities Led to Remarkable Growth

For Nick Kloster, CFP®, AIF®, shifting his priorities when he became independent opened the door to remarkable personal and professional growth.

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Headshot of advisor Alan Spraggins, wearing a blue blazer and light shirt

Alan Spraggins: Building a Life and Practice on His Own Terms

For advisor Alan Spraggins, AAMS®, AFFP®, going independent was a chance to build the kind of practice he always envisioned for his clients and his family.

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Bill Flowers

Bill Flowers: Innovating with Intention | Founding a Firm That Delivers Client Value

For advisor Bill Flowers, CFP®, founding his own firm was something he had considered for many years, and seeing it come to life marked one of the proudest moments of his career.

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Dean Millonas: My Firm Changed, So I Needed a Change

Dean Millonas became an independent advisor in 2010, after years with a wirehouse that had gone through several acquisitions.

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Chris Swenson

Chris Swenson: Why I Quit My Corporate Gig

Chris Swenson, CFP®, became an independent advisor in 2013 after almost 20 years in the corporate financial world.

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