How He Can Help You
John’s specialty is understanding the Cornerstone Wealth Management payroll process inside and out. With more than 100 advisors in our community, it can be a challenge, but John has streamlined and enhanced the process so that it takes minimal time to complete, ensuring advisors get paid promptly and accurately.
What Makes Him Knowledgeable
John has utilized his profound Excel knowledge to make the firm’s monthly advisor payroll process as automated as it can be to reduce human error. He works closely with Karen Torrence to collaborate on the process, so it is also completed quickly. John also helps the firm’s executive team with monthly and quarterly financial reporting.
Prior to joining Cornerstone, John owned a telecommunications company, which he built from scratch with his business partner.
Getting to Know Him
When not working on payroll, John enjoys playing golf and reading about history.