Our Team

For Patrick, the best part of working with clients on a long-term plan is getting to know them, their children, their hopes and their dreams. Over the years, those relationships become very close and clients start to feel more like...

As a registered investment professional since 2001, 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. In addition,...

Gregory Shoemaker is the CEO and co-founder of Cornerstone Wealth Management, LLC. Greg has worked as a financial advisor since 1994. His goal is to develop long-term relationships with clients and their families by serving their best...

Karen Torrence joined Cornerstone Wealth Management in December of 2005. She brought many years of experience, having begun her career in the insurance industry working for Prudential Insurance for 18 years. From there she transitioned...

John McClain joined Cornerstone Wealth Management in September of 2012 as part of the Transitions Team. As the company has grown, his role has expanded into providing IT support for the office and coordinating the CWM website. John...