Broker Check

The Cornerstone Team

Julie Bird

Managing Partner, CFBS, CEPA

I believe in the power of planning to help my clients live the best lives they possibly can. As the Managing Partner at Cornerstone Wealth Strategies, I focus my financial planning skills and expertise on helping my clients maximize...
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Judith Stoddard Sherman (Judy)

Financial Planner, CFBS, CEPA

Judy established a financial planning and services practice in 2003 after a successful career with companies such as AT&T, Unisys and Microsoft. Today she works with business executives, families and individuals to prepare for...

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Zach Clariday

Director of Operations, CEPA

I have been with Cornerstone Wealth Strategies since June of 2014. Since joining, I have worn just about every hat and have really learned the ins-and-outs of our practice and the financial services industry. I am currently the...
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Clay Jenkins, MBA

Director of Business Development

I have over 20 years experience building relationships with businesses and their executives. At Cornerstone Wealth Strategies, I work with an experienced, best-in-class team of financial advisors where we follow a proven, collaborative...
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Stephanie Knapp

Operations Manager

I have over 25 years of experience in financial services and have I worked with several national institutions. I have been with Cornerstone Wealth strategies for over 7 years and I am committed to providing fantastic service to our...
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Michael Rodgers

Executive Assistant

I first started working for Cornerstone over 10 years ago. I have several years of experience handling the insurance and underwriting side of our practice. I have transitioned into an executive assistant role supporting Julie. I grew...
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Jessica Lambert

Director of First Impressions

I joined Cornerstone with over 5 years of hospitality experience which helps me provide the next-level service our clients have come to expect. I help make our clients feel like they are at home when they come into our office. Also, I...
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Erin Stephenson

Operations

I have over 20 years of experience providing a world-class customer experience. I help our team and our clients by processing new accounts and servicing existing accounts when changes are needed. I graduated from Texas A&M class of '00...
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Isaac Castleberry

Associate

I joined in the summer of 2020 looking to pursue my interest in financial planning and investing. My time interning with Cornestone Wealth Strategies has helped broaden my understanding and has given me practical knowledge of the...
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