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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.

Shannon Essick-Boone

Client Services Specialist
Ryan Templeton, CFP, CKA
Wealth Management Advisor
McGee Moody
Financial Advisor
Robert Price
Financial Advisor
Bob Deaton, CFP, CMFC
Certified Financial Planner
Robert Templeton , CKA
Wealth Management Advisor
Jonathan Jolley
Financial Advisor
Karen Lee Monferdini Wells
Financial Advisor Assistant
Ken Calcutt, CMFC
Founder, Financial Advisor
Jay Brown, CFP®
Financial 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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