161 Madison Avenue
President and Founder
Registered Representative of Intervest International Equities Corp.
As a Registered Representative with Equity Services, Inc., Jack has had the pleasure of working with both individuals as well as business owners throughout the Metropolitan Area. In this ever-changing world for both individuals and...
Registered Representative Intervest International Equities Corp.
Richie have over 10 years of experience in the Financial Services Industry beginning his career as an intern and growing as an operations specialist at Professional Economic Growth Group. Immersing himself in the world of financial...
Director of Employee & Executive Benefits - Financial Representative
Prior to joining Cornerstone Financial Partners, Thomas owned and operated multiple automotive wholesale and retail part distributors for many years. Mr. Hemmerle was also in the business of acquiring, renovating, and managing both...
Cheryl Crawford has 35 years working in the financial services industry and is a retired CPA. Prior to joining Cornerstone Financial Partners, Cheryl worked for Morgan Stanley, Ernst & Young, Guardian Life Insurance Company and Park...
Director of Marketing & Recruiting
Financial Advisor & Recruiter
I started helping people with Social Security and Retirement Planning mainly because my parents 401k lost half their money in 2008. Luckily, they had enough time to recover. If 2008 happened right before retirement, they would either...
Founder-Cornerstone College Solutions
Jodi is a college funding expert and the founder of Cornerstone College Solutions. She and her team have helped hundreds of families, with children of all ages, to navigate the nuances of college funding by educating about the process....
Carl is part of the Cornerstone Financial Partner Group out of Morristown, NJ. He has 14 years of experience in the financial services industry. Carl partners with CPA's and other financial professionals to implement various financial...
Diane is a retired CPA with 35 years of successful business experience. After spending five years at KPMG on the audit and tax teams, Diane left to become the Chief Financial Officer for a multi divisional private company. Her...
James has over 10 years’ experience working in the financial services industry for multiple financial service companies. Prior to joining Cornerstone Financial Partners, he worked for Hampton Square Wealth Management in Augusta,...
Estate Planning Specialist / Financial Advisor
Kevin has been helping his clients protect and achieve their financial goals for ten years. With his legal background, Kevin has focused on Estate Planning while providing solutions for both retirement and life long needs. Graduating...
Tax free Retirement Planer / Financial Advisor
Investment Advisor Representative
Luis has over 20 years of experience as a Financial Representative. Through his core mission, Luis establishes trust, instills confidence and always strives to make a positive impact on the lives of his clients. As part of his...
Cristin has over 5 years of experience in Business Development and Finance beginning her career in retail financial planning. Immersing herself in the world of financial strategies from the start of her career has fueled her passion to...
I was working in the construction industry for about two years after college until I realized I couldn’t work long enough to make the money I desired. So I went out to try and find work that was consistent with my education, but...
Bobby has 7 years of investing, business development and real estate investment experience. Since a young age, Bobby has immersed himself in the world of finance, fueling his passion to help people and provide financial guidance. Bobby...
Randy has over 13 years in the financial services industry. He began working in banking performing various roles before partnering with the investment team. He served as a liaison between the branch banking team and investment team...
Paul came to the Financial Services industry after a 21-year career in private Accounting, primarily in the real estate investment/management space, and 3 years of residential lending experience. His desire is to provide solutions to...
Founder / Managing Partner of Protection Blue
Lewis has over 8 years of experiance in the Financial Services Industry with a proficiency in life insurance and fixed annuities. He has spent the last 8 years working alongside experianced agents and has proven himself to be a stan...
Michael comes to Protection Blue after a distinguished career with the Millburn Police Department. Michael served the department in many capacities during his career, 1st as a Union Delegate then rising through the ranks to Captain....
Susan Baltazar serves as an account executive. Ms. Baltazar holds her life, accident, health, property, and casualty licenses with the State of New Jersey. Prior to joining Cornerstone, Ms. Baltazar, had more than 15 years of...
Managing Partner - Monarch Benefit Advisor
President & Founder - The Sosa Insurance Group
George Sosa is a graduate from Rutgers University and have completed numerous continuing education course and seminars in Sales, and Marketing. He is fluent in Spanish. Father of three children and "What I have achieved in the past 12...
Steven has over 20 years of experience in insurance, financial services, and retirement planning with over four million in assets under management. Everyone knows Steve's name, face, and humor and they trust his advice.