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Cornerstone Financial Management, LLC
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Meet the People
Behind the Plan

Get to know the Cornerstone Financial team, a group of fiduciary advisors dedicated to helping you live with confidence and clarity.

Kim Wadford

Client Services Specialist
Bob Deaton, CFP, CMFC
Certified Financial Planner
Karen Lee Monferdini Wells
Financial Advisor Assistant
Robert Templeton , CKA
Wealth Management Advisor
Robert Price
Financial Advisor
Jonathan Jolley
Financial Advisor
Ken Calcutt, CMFC
Founder, Financial Advisor
Jay Brown, CFP®
Financial Advisor
McGee Moody
Financial Advisor
Ryan Templeton, CFP, CKA
Wealth Management Advisor
Cornerstonr
  • Home
  • Comprehensive Financial Planning
    • Retirement Planning
    • College Planning
    • Estate Planning
    • Insurance Planning
    • Long-Term Care Planning
  • Investment Management
  • For Your Business
    • Business Retirement Plan Management
    • Business Succession Planning
  • Resources
    • Financial Calculators
      • Mortgage Calculator
      • Future Value Calculator
      • College Savings Calculator
      • Retirement Planner Calculator
      • Pension vs. Lump Sum Payout Calculator
    • Video Library
    • Helpful Links
    • FAQs
  • About
    • Our Team
    • Our Process
    • Testimonials
    • Customer Relationship Summary
803.462.4396
2000 Center Point
Road, Suite 2220
Columbia, SC 29210
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Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Good Life Advisors, LLC, a registered investment advisor. Cornerstone Financial Management and Good Life Advisors, LLC are separate entities from LPL Financial. The LPL Financial Registered Representative associated with this site may only discuss and/or transact securities.

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