At Cornerstone Advisors, we’re a dedicated team of Thrivent financial professionals committed to helping individuals and families align their finances with their values. We believe financial advice should be personal, and focused on what matters most to you—not just today, but for generations to come.
Our team offers a diverse array of experience and backgrounds, allowing us to meet a wide range of client needs with thoughtful, customized guidance. We also bring specialized expertise in special needs planning, helping families navigate complex financial decisions with care and clarity.
What sets us apart is our comprehensive, relationship-based approach. We take the time to understand your goals and develop personalized strategies designed to help you:
- Build and protect wealth
- Create sustainable retirement income
- Make tax-efficient decisions
- Support the people and causes you care about
We consider it a privilege to serve our clients—and we’re here to help you live a life of purpose and generosity. Let’s build a strong financial foundation together.
With a combination of financial services and generosity programs, Thrivent can help plan your finances for the people, causes and community you love.
At Cornerstone Advisors, we take a personal, relationship-based approach to financial planning. We work closely with you to understand your goals, values, and concerns, then craft customized strategies that align with your vision for the future. Our team is committed to walking alongside you with clarity, care, and purpose—every step of the way.
At Cornerstone Advisors, giving back is at the heart of what we do. We’re proud to be part of a company that encourages generosity and supports meaningful service in our local communities. Through Thrivent Action Teams, our clients and team members can lead volunteer projects with seed money, promotional resources, and support to make a real impact—whether it’s organizing food drives, supporting local schools, or serving families in need.
Beyond Action Teams, Thrivent also directs a portion of its profits through Thrivent Choice®, allowing eligible members to recommend where charitable grant funding goes. As a team, we are actively involved in local initiatives and nonprofit partnerships, striving to be not just financial advisors—but neighbors who care.
Living generously isn’t just a value—it’s a way of life we’re proud to share with the people we serve.
