Cornerstone Financial Management, LLC
Cornerstone Financial Management, LLC, has years of experience helping residents of South Carolina manage every aspect of their finances efficiently and effectively.
At Cornerstone Financial Management, LLC, we offer customized financial and investment management services, tailored specifically to fit your needs. Our mission is to glorify God by providing sound, comprehensive financial advice that is consistent with our ethical standards as well as the biblical model for financial management.
We offer thorough financial and investment assessments and strategies to each of our clients based on their individual situation, goals, and objectives. Cornerstone Financial Management, LLC has an experienced team of professionals who will work with you to create a comprehensive financial strategy that reflects your values, addresses your concerns, and helps you work toward your short- and long-term financial goals.
Bob Deaton, CFP, CMFC Certified Financial Planner
Bob Deaton is a certified mutual fund counselor and financial planner with more than thirty years of experience as a financial advisor. He obtained his Bachelor's degree in business administration and political science from Western Carolina University.
Jay Brown Financial Advisor
Jay is a Financial Advisor at Cornerstone and genuinely cares about helping people reach their financial goals. Originally from Brunswick, Georgia, Jay has lived in the Columbia area for over nine years.
Ken Calcutt, CMFC Financial Advisor
Ken is the founder of Cornerstone Financial Management, LLC. He is a Columbia, South Carolina native. He graduated from the University of South Carolina in 2000 with a degree in finance. Ken started in the financial planning industry in 2004.
Robert Price Client Relations Manager
Robert Price is a native of Columbia, South Carolina. He attended Coastal Carolina University Wall College of Business where he graduated Cum Laude with a Bachelor's of Science in Finance with a concentration in wealth management.
Robert Templeton, CMFC, CRPS Wealth Management Advisor
Robert Templeton was born and raised in Orangeburg, South Carolina. Robert is an ordained Southern Baptist Minister and he pastors a church in Cope, SC. He also serves on numerous boards and non-profits.
David Reid Financial Advisor Assistant
David was born in Oklahoma and raised on a wheat farm. He continues to look forward to his once yearly trips back to his farm. David's two children are working in the health care field, one as a Laboratory Scientist and the other a Physical Therapy Assistant.
Holly Cokley Branch Operations Manager
Holly was born in Southern California and raised in Eastover, SC. She graduated from Lower Richland High School in 2001 and went on to join the United States Air Force where she served as a Human Resources Specialist for nine years.
Karen Lee Monferdini Financial Advisor Assistant
Karen Lee Monferdini is a Financial Advisor Assistant. She provides high-level administrative support as well as client services and communication. Karen Lee graduated from Berry College with a Bachelor's of Science.
Katherine Sakovich Client Service Specialist
Katherine Sakovich is a Client Service Specialist at Cornerstone Financial. In her spare time she enjoys reading, camping, and wood turning.