“Serve First” is our core value proposition in meeting the needs of more than 765 clients and their families. We value these relationships and fully embrace our solemn responsibility to do what is in their best interest. Cornerstone Financial Group is an ensemble of financial professionals with over 225-years of combined industry experience.
Partner - Financial Consultant
As a Financial Advisor it is a bit disingenuous to say that I come up with financial plans for you. This is because you already have your own plans. Maybe your plan is to retire early, or to have a 2nd home in the mountains, or maybe it is to be able to travel with your family. Regardless of what your plan is, it is your plan; my job is to help bring that plan to life.
How do we do that? First things first we need to see what we have to work with. By getting information on your current assets, expenses, income, savings, etc. we can start to get a picture of your current financial health. From there, together we can model your personal life and retirement vison in our collaborative software to gain a picture of how your current path to and through retirement looks.
This is when the fun starts. By interactively adjusting the various parameters of your financial life we can quickly see if you are on track, ahead of your targets, or falling behind. We can also stress test your plan for various unforeseen events in the economy or life that may derail your plans. Through all of this we can build a roadmap for your plan; and from that roadmap design investment and protection strategies for you to keep you on track.
If you need assistance, I am always happy to talk about investment and financial planning strategies; and if you have questions, I am always happy help no matter how basic or advanced.
There is no pressure, no obligations, and everything is kept confidential, so please feel free to reach out. I look forward to speaking with you.
CLICK HERE to request a meeting with Matt.
Partner - Financial Consultant
FIVE STAR Wealth ManagerSM for 2008–2012 in Cincinnati Magazine.*
Tom is a well-known financial consultant from Cincinnati, Ohio, having served in various capacities in the financial services industry since 1976. He has held executive positions in the property and casualty and life insurance industry where he developed retirement products for individuals. Tom has spoken throughout the country on topics that include retirement planning, social security, taxation of retirement income, preservation of capital and long-term care. He is a graduate from the University of Cincinnati, a CPA, and a Personal Financial Specialist.
Tom and his wife, Kathy, have three children. They are all active members of their community. Tom has coached each of his children in sports and served his church as president of Parish Council and the Education Commission. Currently, he is serving on the board of Community Services West, a nonprofit organization serving the elderly in western Hamilton County. For fun, Tom sings in the Friendly Sons of St. Patrick Glee Club, enjoys football, fishing, and cooking.
*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. 1265 Cincinnati wealth managers were considered for the award; 477 (38 percent of candidates) were named 2012 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.
CLICK HERE to request a meeting with Tom.
Partner - Financial Consultant
Stacy began her career in the financial services industry with Lincoln Financial Advisors in 2000 as a client relationship manager and has been with Cornerstone Financial Group since its inception in 2006. For 16 years, she has learned the “process” and a serve-first approach by supporting two successful financial advisors. Stacy transitioned as an Investment Advisor Representative of Commonwealth Financial Network® in 2016, offering comprehensive financial and estate planning services to her clients. She works closely with her father, Bill Worthington. Bill is a 20-year veteran in the industry and a founding partner of Cornerstone Financial Group.
Stacy is an Accredited Wealth Management AdvisorSM and holds her FINRA Series 6, 62, and 63 securities registrations through Commonwealth Financial Network, as well as her life, health, and disability insurance license.
Stacy received her BA from The Ohio State University. She and her husband, Joe, live in Amberley Village with their two young daughters.
CLICK HERE to request a meeting with Stacy.
Founding Partner - Financial Consultant
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, 7 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 annually by Cincinnati Magazine as a Five Star Wealth Manager for 2015-2022. Five Star Wealth Manager Award, created by Five Star Professional. The 2022 award was presented in September, 2022 based on data gathered for the time period 01/3/2022 through 07/1/2022. 1,585 advisors were considered, 230 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience 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 flying, 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.
CLICK HERE to request a meeting with Dave
Founding Partner - Financial Consultant
Bill is a founding partner and financial consultant with the Cornerstone Financial Group. He spent 25 years in executive management positions with one of Cincinnati's Top 100 privately held businesses where he gained significant experience in estate and business succession planning from "the other side of the table." Bill began his financial planning career with Lincoln Financial Advisors in 1998. He does comprehensive fee-based planning with business owners as an Investment Adviser Representative of Commonwealth Financial Network®. He also has extensive knowledge in retirement income strategies and counsels pre-retirees and retirees on their options. Bill's experience with qualified retirement plans has enabled him to design custom solutions for his business owner clients who want to offer high-quality retirement plans to their employees.
Bill holds his FINRA Series 63 and 7 securities registrations as well as his life and health insurance licenses. He graduated with a degree in chemical engineering from the University of Cincinnati and enjoys golf and travel in his spare time. Bill and his wife, Susan, have been married for 35 years, and they have two daughters, Stacy and Blaire.
CLICK HERE to request a meeting with Bill.
Client Relationship Manager
Kellie is a client relationship manager, assisting Bill Worthington and Stacy Naberhaus. Prior to Cornerstone Financial Group, she worked at Kotler Financial Services for 12 years and has been with Commonwealth Financial Network® since 2007. She is the primary contact for any service related issues or questions on existing client accounts and new business. Kellie’s primary objective is to meet all clients’ needs in a timely and professional manner.
Having been born right here in Cincinnati, Kellie also spent a portion of her childhood in Montana and in Michigan, before finally returning home to raise her own family. In her spare time, she enjoys activities with her husband, Alex, and their two children, such as volunteering at their schools, Marvel movies, math homework, and more.
Kellie can be reached at (513) 924-3350 Extension: 24 or [email protected]
Client Relationship Manager
Erin started in the financial services industry in 1998 with Ohio National Financial Services. Since then, she has worked in various capacities with different insurance companies and is very happy to be working with Tom Liguzinski & Dave Speer with Cornerstone Financial Group. She is dedicated to ensuring that her clients have a positive experience when contacting Cornerstone Financial Group.
Erin currently holds her Series 6, Series 26, and her Ohio Life & Health license. She recently obtained her master’s degree from Chase College of Law; she obtained her BA from Northern Kentucky University.
Erin enjoys spending her time with her family and friends, being out on a boat or just relaxing on the shore with a good book, going to see live music and theatre. Erin recently spent a couple of years being a mentor to incoming freshmen at University of Cincinnati—Blue Ash. She also participated in the Women of Commonwealth mentoring program the past year.
Erin currently lives in Mason with her husband and son, and their two crazy dogs.