Our Qualified Staff

CORNERSTONE FINANCIAL ADVISORS offers clients an impressive depth of expertise in investment planning, insurance, and estate planning. During our 27 years in business, we have provided comprehensive financial advice to many clients. All advisors here at Cornerstone Financial hold a variety of professional designations and are well versed in a number of financial disciplines. Our combined education and experience position us to offer broad-based financial advice that our clients can trust. To meet with a Cornerstone representative, contact us today.

Darren Josephson, LUTCF -Wealth Manager, Registered Representative with The O.N. Equity Sales Company darren@ifcornerstone.com

Dee Whittier, ChFC Registered Representative with The O.N. Equitiy Sales Company deewhit@ifcornerstone.com

David Schofield, Registered Representative with The O.N. Equity Sales Company david@ifcornerstone.com

Matthew Porter, Registered Representative with The O.N. Equity Sales Company matthew@ifcornerstone.com

Lisa Sorenson, Registered Principal - Registered Rep. with The O.N. Equity Sales Company lisas@ifcornerstone.com

Janice Johnson, Account Executive Assistant janice@ifcornerstone.com

Lori Lawrence, Life Insurance Administrator lori@ifcornerstone.com

Licensed to sell insurance and annuity products in AL, CA, CO, ID, MI, MT, NV, PA, TX, UT, WA and WY. Darren Josephson, Dee D. Whittier, Lisa Sorenson, David Schofield and Matthew Porter are Registered Representatives of, and offer securities through, The O.N. Equity Sales Company, member FINRA/SIPC, Investment advisory services offered through O.N. Investment Management Company. Darren Josephson, Dee D. Whittier, Lisa Sorenson, David Schofield and Matthew Porter are Investment Advisor Representatives. Cornerstone Financial Advisors and The O.N. Equity Sales Company are not affiliated.

Our Qualified Staff

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