David Speer, AWMA®
Dave is a founding partner and financial consultant with the Cornerstone Financial Group. He provides comprehensive financial planning as an Investment Adviser Representative of Commonwealth Financial Network®. For more than 20 years, Dave has assisted his clients helping them identify and achieve financial independence by providing appropriate analysis and personal counseling utilizing sophisticated techniques and strategies in the areas of wealth accumulation, wealth preservation, executive benefits, business succession, and estate planning. Dave is an Accredited Wealth Management Advisor℠, an industry designation awarded to those with specific planning knowledge for high net worth individuals. Dave holds his FINRA 6 and 63 securities registrations through Commonwealth Financial Network, as well as his life, health, and disability insurance licenses in numerous states. Dave helped form the Cornerstone team after building his individual practice for six years with Lincoln Financial Advisors. He began his career in the financial services industry with AIG. During his tenure there, he developed extensive knowledge in planning for physicians and other clients who participate in 403(b) and 457(b) plans.
Dave has been recognized by Cincinnati Magazine as a Five Star Wealth Manager for 2015, 2016, 2017, 2018, and 2019. This award is based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 1371 Cincinnati wealth managers were considered for the award; 238 (17 percent of candidates) were named 2019 Five Star Wealth Managers. (The criteria provided reflect the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award may vary from year to year.) These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.
Accredited Wealth Management AdvisorSM and AWMA® are trademarks or registered service marks of the College for Financial Planning in the United States and/or other countries.
Dave graduated from the University of Cincinnati with a degree in finance and marketing. Dave is also a certified instructor and nationally certified speaker for the American Education Foundation (AMEDF), a not-for-profit organization that promotes college success. Dave and his wife, Molly, and their two children live in a northern suburb of Cincinnati. In his spare time, Dave is an avid outdoor enthusiast and enjoys sailing, cycling, and volleyball. Dave believes in the community where he lives and works. He has shared his time and expertise by sitting on a number of charitable boards throughout the Northern Cincinnati area over the past several years.
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Erin is a client relationship manager. She began her career in the financial services industry in 1998. Erin holds her FINRA Series 6 and 26 securities registrations through Commonwealth, as well as her life and health insurance licenses. Erin is the primary contact for service or questions on existing accounts. She is also responsible for processing all paperwork associated with new investment accounts and life insurance policies. Erin makes sure that the client’s needs are met in a timely and professional manner.
Erin is a graduate of Northern Kentucky University. She lives with her husband, Chuck, and son, Brady. They enjoy going to Brady’s baseball games, going to concerts, and spending time with family and friends.