Cornerstone Wealth Planning was built to provide objective Financial Planning and Investment Management advice. We believe in serving clients as Fiduciaries in order to provide a conflict free level of advice. We are committed to serving the best interest of our clients at all times.
Learn more about Our Team below
Chris is a CERTIFIED FINANCIAL PLANNER ™ professional and an Accredited Investment Fiduciary®. Chris serves as President for Cornerstone Planning, LLC.
He understands the complex needs of clients and provides unique solutions to individual situations. Chris graduated from the University of North Carolina at Charlotte with a Bachelor of Science in Business Administration. Chris has spent his entire career in the Financial Planning and Investment Management industry through his work at Vanguard, Ronald Blue & Co. and as Founder and Owner of Cornerstone Planning, LLC.
Chris also serves on the Board of Directors for Campus Outreach and as a member of the Diaconate at Christ Covenant Church in Matthews, NC. He and his wife Kali have two daughters, Mikaela and Adelina.
Joel is a Certified Public Accountant (CPA) and a CERTIFIED FINANCIAL PLANNER ™ professional. Prior to joining Cornerstone Planning, LLC, he held accounting roles in both public accounting practice and corporate accounting. He has experience with individual, corporate, and trust tax returns
Joel graduated from Lenoir-Rhyne University with a BS in Mathematics in 2003. He received his Masters of Accountancy from UNC-Charlotte. Joel is a member of the North Carolina Association of CPAs (NCACPA) and the American Institute of CPAs (AICPA).
Joel is a member of Christ Covenant Church in Matthews, NC and serves on the Board of Directors for Campus Outreach. He and his wife Laura have two daughters, Gianna and Maya, and a son, Keaton.
Stewart is a CERTIFIED FINANCIAL PLANNER ™ professional and began working with Cornerstone Wealth Planning in 2021. Prior to joining Cornerstone, his career has included roles in education, development and leadership spanning more than a decade. Stewart hopes to bring clarity to the complexities of finance, enabling clients to create attainable financial plans and achieve their goals.
Stewart graduated from the University of North Carolina Wilmington in 2009, where he earned a Bachelor of Arts and a NC Teacher’s License. Furthermore, he graduated with a Masters of Divinity from Reformed Theological Seminary in Charlotte in 2014, serving in pastoral ministry at Christ Covenant Church for six years.
Stewart is actively involved at Hope Community Church in Charlotte, NC, along with his wife Gabrielle, and their three children: Ezra, Oak and Eden.
Ben began working with Cornerstone Wealth Planning in 2023. Prior to joining Cornerstone, he worked in an Advisor support role for Vanguard. Prior to that, he worked in project management and operations for Chick-fil-A and other companies. He is excited to support Wealth Advisors and their clients at Cornerstone and is pursuing the CERTIFIED FINANCIAL PLANNER™ certification.
Ben is a Charlotte native and graduated from The University of North Carolina at Charlotte with a degree in Accounting. Ben and his wife Moriah have one son, Lee, born in 2023. They attend Mercy Church and are active in various capacities at the Union County location.
Sid is a CERTIFIED FINANCIAL PLANNER ™ professional. Prior to joining Cornerstone Planning, LLC, he was employed by TIAA as a wealth management consultant on the client engagement and outreach team. He has over 20 years of investment industry experience in the areas of financial planning, brokerage, and education planning.
Sid graduated from the University of North Carolina at Charlotte with a Bachelor of Science in Business Administration.
Sid is a member of Christ Covenant Church in Matthews, NC. He and his wife Melissa have two sons, Ryan, and Christian. They enjoy outdoor activities, such as snowboarding and skiing.
Cody is a CERTIFIED FINANCIAL PLANNER™ professional. Cody serves clients as a Portfolio Manager at Cornerstone Wealth Planning. He aspires to help people be better stewards of what has been entrusted to them.
Cody graduated from the University of North Carolina at Charlotte. Prior to joining Cornerstone Wealth Planning, Cody spent six years in various insurance and sales roles.
He is actively involved at Mercy Church. He has served as a small group leader, retreat planner, and is in the discipleship program.
Esther has worked in the Investment Management and Financial Planning arena for 29 years. Her career has included roles in investment operations, investment planning and relationship management. Esther’s passion is helping clients clarify their financial goals and then implementing a plan to achieve those goals.
Esther graduated from the University of North Carolina at Greensboro, where she earned a Bachelor of Science in Business Administration. Prior to joining Cornerstone Wealth Planning, she served clients at Sterling Capital Management and Ronald Blue & Co.
Esther is a member of Central Church in Charlotte, NC, where she and her husband, Alan, are involved in a Life Group.
Kevin began working at Cornerstone Wealth Planning in 2022. He serves as an advisor support specialist in the tax and operations department. Kevin enjoys supporting advisors to allow them to better serve their clients.
He is a graduate of Western Carolina University where he earned a Bachelor of Science degree in Sport Management. Prior to his role at Cornerstone, Kevin was an Administrative and Finance Director for a college ministry in San Diego, CA for 10 years.
He and his wife Shelbey have one daughter. They both enjoy food, family, and anything sports or travel.
Jack began working at Cornerstone Wealth Planning in 2023. He serves as an advisor support specialist to the firm's Wealth Advisors. He is determined to help and assist the Wealth Advisors as best as possible so they can focus on serving their client’s needs on a daily basis.
Jack graduated in May of 2021 from The University of North Carolina at Charlotte with a degree in Marketing. After graduation, and prior to joining Cornerstone Wealth Planning, Jack worked in a Finance Operations role in the telecommunications industry.
He and his wife Kayla were married in June 2021. They attend Providence City Church in Indian Trail where Jack serves as the Technical Production Manager on the Creative Arts team.
As a CERTIFIED FINANCIAL PLANNER™ professional, Fran understands the myriad of issues surrounding effective financial, investment, and tax planning.
Fran graduated from the University of North Florida, where she earned a Bachelor of Science in Business Administration with a major in Accounting. Fran has focused her work in the public accounting and financial advisory field since 2001 and received her CFP® certification in 2005.
Prior to this, Fran held accounting positions at various private and non-profit entities, which include Orangewood Christian School, AAA Headquarters Orlando, and Allied Bendix Aerospace. She and her husband, Wes, have three adult sons.
Gina serves as the office manager for Cornerstone Wealth Planning.
Gina worked in the banking industry until she married and moved to Charlotte in 1978. She homeschooled her children over the course of 30 years and was the office manager and bookkeeper for her husband’s land surveying company for 16 years.
Gina is a member of Christ Covenant Church in Matthews, NC. She has five grown children and five grandchildren and she enjoys decorating, scrapbooking, crafting greeting cards, and reading.
Melinda began working with Cornerstone Wealth Planning in 2021.
She is originally from Concord, Massachusetts. Melinda graduated from UNC Greensboro in 2001, where she earned a Bachelor of Arts in Psychology. She worked as a research assistant at Carnegie Melon University for a year before returning to school (Montclair State University, NJ) to earn her Teacher’s License.
Melinda spent 12 years as an elementary school teacher in the private and public school systems of both New Jersey and North Carolina. She has been a member of Christ Covenant Church since moving to the Charlotte area in 2007. She has two daughters, Caroline and Nicole, and enjoys helping others declutter and organize their homes.
Donna began working with Cornerstone Wealth Planning in 2024. She serves as advisor support and assists with client services.
Prior to joining Cornerstone Wealth Planning, Donna was employed with J.C. Bradford and First Union National Bank working in the financial trading industry for 10 years. She then homeschooled her children for 20+ years.
Donna is a member of Central Church in Charlotte, NC. She leads small group Bible study, leads a single parent ministry group, and assists in the high school department. She has three adult children, Brenda, Matthew and Samuel.
Whoever loves money never has money enough; whoever loves wealth is never satisfied with his income. This too is meaningless.
Whoever loves money never has money enough; whoever loves wealth is never satisfied with his income. This too is meaningless.
