Broker Check

The Cornerstone Team

    Julie Bird, CFBS

    Partner

    Julie Bird believes in the power of planning to help her clients live the best lives they possibly can. As the Managing Partner at Cornerstone Wealth Strategies, Julie focuses her financial planning skills and expertise on helping her clients maximize what they have; making the most use of their incomes and assets, and making sure the plans they put in place integrate all aspects of their financial lives. Julie's clients - high-income and high-net-worth individuals, professionals, executives and business owners, look to Julie and the team at Cornerstone Wealth Strategies for holistic, coordinated plans that help to efficiently provide financial protection, savings, and growth for their families and businesses. Julie is an active presence in the Fort Worth area; supporting women-owned businesses and giving back to the community with fundraising and charitable activities. Golf is a large part of Julie's life, both as an active golfer herself and in her community and charitable activities, such as her role as the Clubhouse Manager for the Dallas/Fort Worth area Women on Course golf networking group. When she's not working or golfing, Julie loves spending free time with her three grown children.

      


      Zach Clariday, FSCP

      Paraplanner

      Zach grew up in the Colony, TX and attended the University of North Texas in Denton. While at UNT, Zach was a pre-dental student before changing majors to business finance. He graduated from the college of business with a 3.5 gpa and was a part of the UNT Student Investment Group (SIG).  When he's away from work, he likes to spend time boating on Lake Lewisville, tailgating at UNT sporting events, watching Game of Thrones, and cooking for his friends and family.

       


        Melinda Witt, CFBS

        Senior Associate

        She serves on the Board of Trustees at West Virginia Wesleyan College, participates in ministries at White's Chapel UM Church in Southlake, and in her spare time enjoys the company of her family and friends.


        Judith Stoddard Sherman (Judy), CFBS

        Senior Associate

        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 life’s inevitable financial changes. As a Certified Family Business Specialist, Judy works extensively with family owned and closely held businesses. Judy holds a Bachelor of Arts from Louisiana State University. Judy is actively involved in numerous civic organizations including Grapevine Rotary, area Chambers of Commerce, and Women in Financial Services. She serves on the Board of Directors for Texas Women’s Foundation, is a founder and vice-president of Texas Pride Impact Funds 501 and has co-chaired Resource Center Dallas’ Toast to Life annual event. Judy received a MassMutual Community Service Award in recognition of her volunteer contributions and continues to volunteer in various civic, church and other nonprofits.  Recreational interests include golf, cycling and field events with her golden retrievers.

         


          Stephanie Knapp

          Financial Administrator

          In her spare time, she enjoys reading and spending time with her family.


          Michael Rodgers

          Administrative Assistant

           

          Tyler Noah

          Financial Associate



          Marisol Landaverde

          Securities Administrator