Strength and Experience In Your Corner

Cornerstone Financial Consulting founder Robert Burghart first began working with reinsurance companies back in 1999 when he assisted a service contract company with the development and implementation of its CFC program.

Today, Cornerstone Financial Consulting has grown to include a full team of experienced and credentialed professionals who work together, applying their individual areas of expertise in the reinsurance arena, as well as company retirement plans and private wealth management for affluent families and individuals.

Whether you are just starting a reinsurance company for the first time, or reviewing your fees, performance and service on multiple companies, we stand ready to provide the experience, expertise and resources to best serve you.

Robert Burghart
Robert W. Burghart, MBA, CIMA® AIF®
Senior Vice President, Investments Complex Manager
Joshua Aylesworth
Joshua Aylesworth, CFP®, CEPA
First Vice President, Investments
Kristin Seed
Kristin Seed
Complex Administrative Manager
Tyler Wieczorek Bio Image
Tyler Wieczorek
Financial Advisor Trainee-PCG
Stephanie Leonard
Branch/Complex Business Coordinator

Home Office

Larry Adam
Lawrence Adam
Chief Investment Officer Global Wealth Solutions
Edward Mills
Edward Mills
Managing Director Washington Policy
Murphy Bradshaw
Wealth Management Consultant
Ben Mills Bio Image
Ben Mills
Vice President, Banking Consultant at Raymond James Bank

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Knowledge gained through experience is far superior and many times more useful than bookish knowledge.
Mahatma Ghandi

Investment strategies this complex
call for those who truly know them CALL ON US FIRST

 

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