Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. We are dedicated to educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Investment Representative - Albion
Todd has been with Cornerstone Investments since January of 2004. He received his BS is Business Administration from the University of Nebraska - Lincoln and has completed his Series 7 and 63 requirements. Todd is also a graduate of...
LPL Financial Advisor - Aurora
LPL Financial Advisor - York
Laurie began her career with Cornerstone Investments in 1992. She received her Bachelor of Science Degree in 1985 from the University of Nebraska - Lincoln. Laurie has obtained her Series 7, 63, and 66 registrations, held with LPL ,...
Charles “Charlie” Trauger is a Retail Investment Officer and Financial Advisor at Cornerstone Investments located at Cornerstone Bank in York, NE. Charlie works with client’s regarding their wealth...
LPL Financial Advisor
Aaron has been with Cornerstone since July of 2021. He received his Bachelor of Science Degree in Business Administration from Doane University in 2020 and hold Series 7 and 66 registrations through LPL Financial. He is originally from...
Assistant - York
Assistant - Aurora
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.