Location - Idaho Falls Matthew Porter, CFP® AIF®CERTIFIED FINANCIAL PLANNER™ 208-529-6643 Matt@cfaIdaho.netMatt 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 Financial Planner and Accredited Investment Fiduciary certifications. These certifications allow for Matt to be a value to clients that look to organize wealth or financial situations. Matt is backed with years of education and experience to provide outstanding customer experience. David Schofield208-529-6643 David@cfaIdaho.netDave 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 technologies, he can provide excellent customer service that will help point them in the right direction towards achieving financial goals. Dave also specializes in group and individual insurance. He loves every opportunity to help others obtain the financial goals and security they desire. Lori LawrenceDirector of Operations208-529-6643 Lori@cfaIdaho.netLori is currently the Director of Operations for Cornerstone Financial Advisors. She runs the day to day operations of the company and is an administrator for many other office functions. 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.Barbara DelimontRetirement Plan Administrator208-528-3914 Barbara@cfaIdaho.netBarbara 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 specializes in organizing 401(k) information, client meetings, and client needs. Always willing to help a client whenever called upon to do so.