From Estate Planning to Retirement Planning in Iowa, The Cornerstone Team Has The Experience You Need.
Background – “Our passion for planning, advising and investing for farmers and business owners comes from our own background as a family-owned business in the farming and agriculture industry. Having lived, owned and worked our farm in Creston, Iowa for over 30 years, we understand the unique planning needed for businesses and families like yours. We still own and run our Creston farm, in addition to our financial planning business. We are committed to understanding the unique needs of your family, and provide planning and investing services with the same care, quality and attention to detail we would expect from our own.”
Mike Moffitt, ChFC,CEPA
Whether it’s estate planning or retirement planning in Iowa, it’s important to choose a financial adviser who is competent and fully understands your needs and values. More importantly, you want an adviser that listens and cares. As president and founder of Cornerstone Financial Group, Mike Moffitt is registered as an Investment Adviser Representative in Iowa. Mike graduated from Creston, Iowa High School and then from Iowa State University.
With over 30 years of experience in the financial services industry, Mike has helped clients through many different financial situations. While each client and each situation is different, his training and life experience is the added value he brings to each case. Mike began his financial consulting career in 1985 with a small national financial planning and investment company headquartered in Kansas City, MO. He founded Cornerstone Financial Group in 1987.
He received his Chartered Financial Consultant designation (ChFC) through the American College in Bryn Maur, PA. He is a Certified Exit Planning Advisor (CEPA) through the Exit Planning Institute. He has completed courses on Fundamentals of Financial Planning, Business Taxation and Planning, Fundamentals of Estate Planning (I&II), Wealth Accumulation Planning, Decision Making at Retirement, Income Taxation, Investments, and Life Insurance.
Mike believes in community service and giving back to the areas where he lives and works. His memberships and community activities have included:
- Trustee, Iowa 4-H Foundation
- Current President, Union County Development Association
- Past Treasurer, Union County Development Association
- Leadership Iowa Class of 2010-2011 Member
- Past President, St. Malachy Foundation
- Past President, Holy Spirit Board of Education
- Past President, Creston Rotary Club
- Past President, Creston (IA) Activities Booster Club
- Board member, Southern Prairie YMCA
- Member, Des Moines (IA) Estate Planners
Mike is an Investment Advisor Representative (IAR) and Registered Representative of Silver Oak Securities, Inc., member FINRA/SIPC. Cornerstone Financial Group and Silver Oak Securities Inc. are separate entities.
In his spare time, Mike works with his cow/calf herd, likes to bike and ride his motorcycle, and is also a season ticket holder for Iowa State football. He enjoys being outside and working on the farm.
Jim provides investment banking and mergers and acquisitions support through the partnership between Corporate Finance Associates (Mid-West and Mid-South divisions) where he is Chairman/CEO and Silver Oak Securities, Inc., our broker dealer and Registered Investment Advisor. Corporate Finance Associates (CFA), is one of North America’s oldest and most prominent investment banking firms serving middle-market companies. He joined his father Morley at CFA in 1990 and assumed management of day-to-day operations in 1994. The office has been named CFA’s “Office of the Year” seven times in 20 years. Jim won CFA’s “Dealmaker of the Year” award for 2003.
Jim also serves as CFAW’s representative to the International Business Law Consortium. He is a member of the Denver Chapter of the Association for Corporate Growth.
Jim is a registered representative with Silver Oak Securities, Inc.
Securities offered through Silver Oak Securities, Inc. Member FINRA SIPC
Judy is Cornerstone Financial Group’s Business Manager and also is responsible for maintaining our client contact management system, arranging for in-office reviews and scheduling. She has been Cornerstone Financial’s business manager for over 21 years.
In her free time, Judy is an avid cook and loves to collect cookbooks and recipes to find new dishes to consume. She likes to work out on a regular basis and also likes to read–sometimes multiple books at once! She enjoys many sports and especially enjoys watching the Cyclones play. She also tends to many flower gardens and grows some produce as well. But most importantly, she loves spending time with her family, as they all can get her to laugh.
Ginny is Cornerstone Financial Group’s office manager. She prepares client reviews for Mike Moffitt, handles calendar scheduling and takes care of most back office activities. Prior to joining Cornerstone Financial in 1997, Ginny was a legal secretary in Des Moines for Brick Gentry Law Firm (10 years) and Grefe and Sidney (10 years).
Ginny was born and raised in Dubuque, Iowa. She has been in Creston since 1997 and has worked at CFG since that time. She’s an avid Hawkeye fan with season tickets to football games. She loves spending time with her daughter, Keri, and grandson, Derek, family and friends. Her interests include reading, camping, antiquing, and her two cats.
Michelle is our Client Services Specialist. In that position, she arranges for client reviews and assists in preparing the reviews and analyzing the client’s current situation. She comes to us from Ringgold Mutual Insurance Association and prior to that was with the Retirement Investor Services department of Principal Financial Group in Des Moines.
Michelle originally hails from Grand River, Iowa and lives in Mount Ayr with husband Roger and daughters Ashlyn and Aceana. She is an Iowa State graduate and a Cyclone fan!