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1858 East 1st Street
Idaho Falls, ID 83401

208-529-6643

 

Team

You will appreciate the level of trust and confidence you will gain from working with our diligent and experienced team of people located in Idaho Falls and Pocatello. 

 
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...

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Matthew Porter, CFP®, AIF®

CERTIFIED FINANCIAL PLANNER™

208-529-6643

208-529-9820

Matt maintains the CERTIFIED FINANCIAL PLANNER™ and ACCREDITED INVESTMENT FIDUCIARY® designation. He holds Series 6, 7, 63, 66, and 31 registrations along with Life, Disability, and Health...

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Dave strongly believes in a comprehensive approach to achieve financial success. He listens carefully to his client’s wants, needs, goals and desires, then helps them make strategic, well informed financial decisions for their...

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Trent Yost, CFP®

CERTIFIED FINANCIAL PLANNER™ professional

208-529-6643

208-529-9820

Trent is focused on personalized 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 switched his...

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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...

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Ryan John

Portfolio Analyst

208-529-6643

208-529-9820

Ryan joined Cornerstone Financial Advisors July of 2015 after 7 years in the banking industry. He received his bachelor’s degree from Brigham Young University – Idaho and completed his Masters of Business Administration at...

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Lori Lawrence

New Business and Service Supervisor

208-529-6643

208-529-9820

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....

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Barbara Delimont

Retirement Plan Administrator

208-528-3914

208-529-9820

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...

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R. Dale Almond, CFP®

CERTIFIED FINANCIAL PLANNER™

208-237-2277

208-237-6845

Dale is a CERTIFIED FINANCIAL PLANNER™ serving his clients with a planning first focus. Dale began his financial & estate planning practice in 1982, partnering with John Ricks and establishing their financial planning firm, Idaho...

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John concentrates on delivering personalized financial planning for his clients. He also assists businesses in setting up full employee benefits, including employer sponsored retirements plans, simple 401(k) investments, and life and...

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Doug's main focus is helping clients secure their financial future through individual estate and retirement planning, tax management, and portfolio management as well as important individual insurance programs such as Life, Health, and...

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Raquel Hodgkinson

New Business Administrator

208-237-2277

208-237-6845

Raquel has been with our firm for over 17 years and is responsible for processing all new securities business and is an assistant to all registered reps in our office. Raquel has the Series 6 Registration as well as Life, Accident and...

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Stacy McClure

Administrative Assistant

208-237-2277

208-237-6845

Stacy McClure is an Assistant to all of the Registered Reps in the Pocatello, ID office. She has worked in the financial services industry since 2007. Prior to working for Cornerstone Financial Advisors LLC, Stacy worked in the Real...

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