Broker Check

1858 East 1st Street
Idaho Falls, ID 83401

208-529-6643

 

Location - Idaho Falls

Darren E Josephson, LUTCF® RFC, AIF®

208-529-6643 Darren@CFAIdaho.net

Darren’s emphasis has been primarily on Retirement and Estate Planning, Investments and Insurance. He specializes in helping pre-retirees and retirees with the myriad of financial issues they face at this most important phase of their...

 

Matthew Porter, CFP® AIF®

CERTIFIED FINANCIAL PLANNER™

208-529-6643 Matt@CFAIdaho.net

Matt is a Financial Advisor with Cornerstone Financial Advisors. He holds Series 6, 7, 63, 66, and 31 registrations along with Life, Disability, and Health insurance licenses for several states. Matt maintains the CERTIFIED...

 

David Schofield

208-529-6643 David@CFAIdaho.net

Dave believes strongly in a customized approach to pursue financial success. He believes in a balanced approach with financial planning. He listens carefully to his client’s wants, needs, goals and desires, and using available...

 

Trent Yost, CFP®

CERTIFIED FINANCIAL PLANNER™

208-529-6643 trent@cfaidaho.net

Trent is focused on customized financial planning for his clients. He began in 1995 selling home and auto insurance while attending Brigham Young University - Idaho. He obtained his securities registrations in 1998 and...


Jon Petersen

208-529-6643 jon@cfaidaho.net

Jon is a Financial Advisor with Cornerstone Financial Advisors. He is motivated to do what is in the best interest of his clients and providing tailored plans to help them pursue their goals. He maintains the Series 7 and 66 securities registrations along with the life and health insurance license for the state of Idaho.

Jon received his Master’s degree in Personal Financial Planning and Charitable Planning Certificate from Texas Tech University. He also received his Bachelor’s degree in Accounting from Brigham Young University–Idaho. His prior experience is with The Financial Advisory Group in Houston, Advisors Ahead in Twin Falls, and now Cornerstone Financial Advisors in Idaho Falls.

Jon enjoys spending time with his wife, Jessica, and their son Taysom. He loves to stay active by playing basketball, volleyball, hiking, hunting, camping, and cross country skiing. He is a fan of Brigham Young University (BYU) and Boise State University football.

 

Lori Lawrence

Life Insurance Administrator

208-529-6643 Lori@CFAIdaho.net

Lori is currently the life insurance administrator for Cornerstone Financial Advisors. Lori's ability to work well with other people and a strong work ethic make her a highly valuable team member at Cornerstone Financial Advisors....

 

Ryan John

Client Relationship Manager

208-529-6643 Ryan@CFAIdaho.net

 

Barbara Delimont

Retirement Plan Administrator

208-528-3914 Barbara@CFAIdaho.net

Barbara joined us in January of 2015 and is the Retirement Plan Administrator. She helps all of the agents in the Idaho Falls Office with setting up annual reviews and employee meetings, preparing presentations for clients' review, and helping with day to day operations of the Office.  Barbara’s background is in the administrative field, the majority of which was spent at the Idaho National Laboratory.  She gained a strong customer service attitude assisting everyone that sought her help.

Barbara is an active member of the Daughters of the American Revolution where she serves on various chapter and state committees and promotes recognition of our military. She also spends her time with family and friends, tracing her family and discovering their stories, and enjoying life.