Team profile

Our Cornerstone Financial Strategies Vision

Our Vision

Cornerstone Financial Strategies focuses on serving our ideal-client community with comprehensive financial-planning and outstanding advice.

We define our “Ideal Client-Community” as being:

Passionate about their goals

Ready to hear the facts

Willing to accept guidance

Comfortable with paying a fee

We define financial planning as holistic, integrated plan development, risk mitigation, asset management and legacy solutions.

We assist this effort by:

Bringing creative strategies in the areas of retirement, wealth management, estate, gift and legacy planning.

Working with the client’s other outside professionals including their CPA and attorney.

Acting as catalyst and advocate to get things done.

Areas of focus

  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Investment Management
  • Executive Compensation and Benefit Strategies
  • Insurance
  • Tax Planning Strategies
  • Charitable Giving
  • Intergenerational Planning
  • Small Business
  • Business Retirement Plans
  • Social Security Retirement Benefits

Awards & recognition

  • JB Wilson, Forbes Best-in-State Next-Generation Wealth Advisors, 2022
  • Bill Pickles, Ameriprise Circle of Success, 2019-2024

Community participation

Cornerstone Financial Strategies is committed to our community and local families.
Cornerstone Financial Strategies is committed to our community and local families.

We believe that true financial success extends beyond investment portfolios—it’s about building stronger communities. As a dedicated financial advisory practice serving Ontario, California, Tacoma, Olympia, Bellevue, Washington and the greater Pierce County area, we take pride in giving back to the communities we call home. Our commitment to community participation reflects our core values—helping local families, supporting meaningful causes, and fostering economic growth. Whether it’s through charitable giving, financial education initiatives, or volunteering, we are passionate about making a difference.

Live Your Ideal Life! ™

We help you live your ideal life by helping facilitate a process that:

  • Aligns your financial choices with your most important goals and deeply held values.
  • Organizes your financial puzzle to get the pieces in order. 
  • Helps give you more confidence that no matter what happens in the markets, the economy, or the worlds, you will be on track toward your goals.
  • Frees up mental & physical space and time so that you can focus on the things in your life that are more important than money.