Bill Friebel CFP®, CRPC®
How He Can Help You
As president of Cornerstone Wealth Management, Bill helps identify and implement new ideas and services to enhance firm’s offering to advisors and ultimately their clients. He works closely with the Cornerstone's investment, recruiting and coaching teams to improve the firm’s support of its advisors.
What Makes Him Knowledgeable
Bill has more than 23 years of experience in the financial services industry, with extensive knowledge and experience in helping advisors develop new business strategies, structure, and evolve their client service models, manage their practices, and determine solutions for their distinct business challenges and opportunities.
With his eye on continued long-term growth, Bill enjoys being part of a firm that welcomes new ideas with enthusiasm. He has always liked to build things because of the sense of accomplishment that comes when the task is complete, so he appreciates the opportunity to add to the development of Cornerstone in a meaningful way.
During his career, Bill held positions such as financial advisor, branch manager and wholesaler for large mutual fund and ETF organizations. He joined Cornerstone because it allows him to use his skills, relationships, experiences, and creativity in new ways – and at a firm with great culture and opportunities.
Bill graduated from Fontbonne University and holds the CERTIFIED FINANCIAL PLANNER™ and Chartered Retirement Planning Counselor℠ designations.
Getting to Know Him
Bill, his wife and their three children are lifelong residents of the St. Louis area and currently live in Wildwood, Missouri. In his free time, Bill enjoys golf, boating and working on old cars.
Patrick Lodes
How He Can Help You
A seasoned advisor, Patrick plays a pivotal role in the recruitment process by serving as a guide for new and transitioning advisors as they embark on this journey of independence. He takes time to meet with advisors before the transition to familiarize them with the new environment and welcome them to the community.
What Makes Him Knowledgeable
Patrick serves as Cornerstone’s managing director of recruiting because he is passionate about helping other advisors discover the many benefits of independence. He enjoys talking with other advisors to learn about how they want to build their own practice and how Cornerstone can support their goals.
Patrick has been a financial advisor in the St. Louis area since 2003, first with Edward Jones before he joined Cornerstone Wealth Management in 2012. He graduated from Saint Louis University in 2003, majoring in Finance.
Getting to Know Him
In his free time, Patrick and his wife, Joanna, enjoy traveling and spending time with their four daughters: Maggie, Kara, Sophie and Molly.
Casey Loper
How He Can Help You
Casey began his career during the 2008–09 recession and strives to share both his individual challenges and successes with prospective advisors who are seeking alternatives to wirehouse firms or other independent broker-dealers.
What Makes Him Knowledgeable
A wealth advisor, Casey leads Cornerstone’s Sand Springs, Oklahoma, office since joining the firm in 2018. Prior to joining Cornerstone, Casey worked at Edward Jones for 13 years where he was in the top 5% of advisors managing over $100 million in client assets.
He earned a BBA in finance from Northeastern State University in Tahlequah, Oklahoma.
Getting to Know Him
Casey enjoys spending time with his wife, Rachel, and his two children, Max and Charlotte. When not in the office, Casey can often be found outdoors, golfing, hunting, or just enjoying nature.
Matt Schellman
How He Can Help You
As the leader of Cornerstone’s Executive Coaching Group, Matt challenges his fellow advisors to discover new opportunities, prioritize business development, and implement time-saving strategies. His goal for the group is for advisors to regain balance and motivation so they can continue moving toward their individual visions for growth and success.
What Makes Him Knowledgeable
Matt joined Cornerstone Wealth Management in 2013 because he wanted the freedom to be independent in his advice to clients, without pressure to sell certain products or hit quotas.
His practice is centered on retirement planning and income distribution strategies for families and business owners, including life insurance, Social Security, and long-term care planning. Over the years, Matt has built a well-managed and thriving practice, and he’s passionate about sharing what he has learned with other advisors.
Along with holding life and health insurance licensing in several states, Matt holds the FINRA Series 7 and Series 63 registrations through LPL Financial, and Series 66 registration through both LPL Financial and Cornerstone Wealth Management. Matt earned a Bachelor of Science in finance from Missouri State University and began his career with Edward Jones in 2001.
Getting to Know Him
Matt and his wife, Jessica, have been married since 2001 and have three children. They live in Ballwin, Missouri, and are members of St. Joseph Manchester Catholic Church. Matt is an avid mountain biker, thanks to his son’s interest in the sport, and he enjoys cheering his kids on at their athletic and performing arts events. You might also find him skiing, playing softball, traveling, and taking in a Cardinals or Blues game.
