Broker Check

Our Firm

Stephen Gordon

President/Chief Investment Officer



Stephen Gordon, the firm’s President, has spent over Twenty years as a financial advisor serving the retirement and financial planning needs for private clients and small businesses.

Stephen holds his Bachelor of Arts Degree in Economics and finds his passion in hands on wealth and portfolio management. He has developed the firm’s proprietary tactical asset management strategies. Cornerstone Asset Management offers those solutions within our wealth management platforms.

While second in importance to honesty and integrity, his credentials and experience are paramount to providing his clients confidence inspiring & value added financial advice, and wealth management solutions.

Most recently, Stephen has been awarded the following since 2012 to now:

Haley Dickman

Client Services



Haley has re-joined Cornerstone in 2018. She attended the University of Denver and was previously with the firm from 2014-2016. Her focus is Client Services and assisting with the Insurance Planning needs of our client base. We are very excited to have Haley back on board assisting us with the growth of our firm.