Chip is founding and managing partner of Cornerstone Strategic Wealth Management and has practiced as a fully Registered Representative since 1985. He is a CERTIFIED FINANICAL PLANNER™ (CFP®) professional, a Certified Investment Management Analyst®(CIMA®) and a Chartered Financial Consultant®(ChFC®). He is a graduate of the University of Illinois in 1989 and the University of Pennsylvania Wharton Business School-Senior Investments Consultant Program in 2002. Professional memberships include the Investments and Wealth Institute, National Association of Plan Advisors, and the Kingdom Advisors. He is licensed in 46 States including CA Insurance License Number: 0F16820 Resident State: IL, a Full Registered General Securities Rep (S7TO), General Securities Principal (S24), General Securities Supervisor (S9, S10), Registered Investment Advisor Representative (S63, S65), NFA Supervisor Managed Futures (S31).

As a community leader, Chip has served as a Treasurer and Board Member of both the Mental Health Association of Illinois Valley and the Childrens Home Youth Farm Inc. He was the Finance Director for the Boy Scouts of America Central District and has also served as a Board Member for the Peoria Zoological Society, Community Foundation of Central Illinois, Camp of Champions USA, Kiwanis Club of Pekin, and the Pekin Memorial Hospital Advisory Board. Chip and his wife Kim have three adult children and two grandchildren.

Steve is a founder and managing partner of Cornerstone Strategic Wealth Management.  He works with clients to assess where they are now financially, where they want to go, and how to get there.  Steve’s keen attention to detail helps clients manage their investments through the accumulation, distribution, and estate transfer phases of their investment life. 

He is a graduate of Westmont College with a Bachelor of Arts degree in Economics and Business. Steve is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and has been a Registered Representative since 1994.  Additionally, he holds his Series 7, 63, and 65 securities registrations and applicable insurance licenses.  CA Insurance License Number:0F09521 Resident State: IL

Steve and his wife Kirsten live in Dunlap Illinois where they raised their three children.

Travis focuses his practice on helping build, manage, preserve, and transition wealth. He combines thorough planning and strategies to help achieve client goals. His process of listening to clients, along with personal attentiveness, develops long-term trusted relationships.

He holds a Bachelor’s Degree in Business Administration with an emphasis in Finance and minors in Accounting and Computer Information Systems from Hannibal-LaGrange University. Travis is a CERTIFIED FINANCIAL PLANNER™ professional which requires him to meet rigorous educational, examination, experience and ethical requirements. He has also completed the Wells Fargo Advisors Financial Network requirements and completed the Portfolio Concepts Court to be certified as a Fundamental Choice Portfolio Manager. Additionally, Travis has passed and maintains the Series 7, 9, 10, 63, and 65 securities registrations and applicable insurance licenses CA Insurance License Number: 0I88055 Resident State: IL.

Travis has served on the Christian Center’s board of directors. Additionally, he is a founding board member of TRU International which is an organization that supports work to feed, clothe, educate, train and mentor street kids around the world. Travis and his wife, Michelle, have four children.

Nathan is dedicated to collaborating with clients to develop, implement, and navigate viable financial strategies in order to help them realize their fiscal goals. He utilizes an individualized and detailed approach, tailored to each client’s unique needs, to assist them in achieving their objectives. He holds his Series 7, 9, 10, 66 registrations, and applicable insurance licenses.

Nathan is a graduate of The University of Tennessee with a B.S. in Business Administration (Accounting major) and Master of Accountancy degree. Prior to joining the group, Nathan was in public accounting for 10 years and worked as an Assurance Senior Manager for Crowe Horwath LLP working with numerous private equity groups. This experience helped him cultivate a strong client-first approach where he searches for solutions based on need, not convenience.

Nathan and his wife, Amy, have two sons. In their free time they enjoy spending time with family, playing golf, kayaking, and taking trips to the beach.

Jordan has worked in the investment industry since 2015 and joined our team in 2017. He earned his bachelor’s degree from the University of Illinois and in addition holds his Series 7 & 66 licenses. Jordan has completed the Certified Financial Planner™ certificate program through Northwestern University School of Professional Studies and is a CFP® professional. As a Financial Advisor Jordan focuses on getting to know clients personally and helping them put together a comprehensive plan to help them achieve goals that are important to them. Jordan works with families and small business owners to help them with retirement planning, education funding and investment management.

Ben has been a registered representative since 2020 and joined the Cornerstone team in 2022. He earned his bachelor’s degree from Ball State University, and holds his Series 7 and 66 registrations with applicable insurance licenses.

Prior to joining the group, Ben enjoyed a 12 year career in golf management and is a member of the PGA of America. Throughout his time in both golf and finance, Ben focuses on cultivating relationships, developing goals, and coaching strategies to help maximize the client’s chance of success. He enjoys working with families, business owners and military members to partner with them in achieving their fiscal goals.

Ben and his wife Andrea have two adopted canine children. In their free time they enjoy travelling, playing golf, and spending time with family and friends.