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Curtis helps clients create customized strategies for their portfolios based on their unique financial goals. https://images.squarespace-cdn.com/content/v1/59cdbb1c8fd4d2da17300685/f798dacc-086e-4193-9f22-7103118ab328/5+Essential+Steps+Before+Retirement.png Blogs - 5 Essential Steps to Take While Nearing Retirement - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.cornerstoneway.com/blog/why-bother-with-tax-planning monthly 0.5 2026-01-30 https://images.squarespace-cdn.com/content/v1/59cdbb1c8fd4d2da17300685/6fc3b387-6de2-4e06-a89c-7f886deed85b/Austin+-+2023.png Blogs - Why Bother with Tax Planning? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/59cdbb1c8fd4d2da17300685/46c6515f-8400-44d8-879a-7fb68a176945/WHY+BOTHER+WITH+TAX+PLANNING.png Blogs - Why Bother with Tax Planning? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.cornerstoneway.com/blog/month-in-review-july-2024 monthly 0.5 2024-08-05 https://images.squarespace-cdn.com/content/v1/59cdbb1c8fd4d2da17300685/ac5285a6-9939-46cc-8e75-0bf44a4be608/72024+Month+in+Review+%281%29.png Blogs - MONTH-IN-REVIEW: JULY 2024 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.cornerstoneway.com/blog/8-ways-to-make-your-money-last-in-retirement monthly 0.5 2026-01-30 https://images.squarespace-cdn.com/content/v1/59cdbb1c8fd4d2da17300685/e0dc7d42-746b-4986-88e0-5927ba8a16a5/Jeff+-+2023.png Blogs - 8 Ways to Make Your Money Last in Retirement https://images.squarespace-cdn.com/content/v1/59cdbb1c8fd4d2da17300685/33d26280-6f26-4d28-b3d4-1b0e69742d3b/Ways+to+Make+Your+Money+Last.png Blogs - 8 Ways to Make Your Money Last in Retirement - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.cornerstoneway.com/blog/the-future-of-medical-expenses-in-retirement monthly 0.5 2026-01-30 https://images.squarespace-cdn.com/content/v1/59cdbb1c8fd4d2da17300685/e640e498-6377-432e-9bde-402d21902cf0/Curtis+-+2023.png Blogs - The Future of Medical Expenses in Retirement - Curtis Slothower Curtis has earned the Life and Health Insurance licensure, has passed the Series 66 examination, and has earned a degree from the University of Nevada, Reno. 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Curtis helps clients create customized strategies for their portfolios based on their unique financial goals. https://images.squarespace-cdn.com/content/v1/59cdbb1c8fd4d2da17300685/35bda23d-5289-4ad5-9b54-fb0341ef75c6/Future+of+Healthcare+%281%29.png Blogs - The Future of Medical Expenses in Retirement - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.cornerstoneway.com/blog/month-in-review-june-2024 monthly 0.5 2024-07-08 https://images.squarespace-cdn.com/content/v1/59cdbb1c8fd4d2da17300685/90112743-c5dc-4435-9d4c-c568ec2a35cb/62024+Month+in+Review.png Blogs - MONTH-IN-REVIEW: JUNE 2024 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.cornerstoneway.com/blog/retiring-without-income-taxes-in-nevada monthly 0.5 2026-01-30 https://images.squarespace-cdn.com/content/v1/59cdbb1c8fd4d2da17300685/6fc3b387-6de2-4e06-a89c-7f886deed85b/Austin+-+2023.png Blogs - Retiring Without Income Taxes in Nevada - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/59cdbb1c8fd4d2da17300685/ea6c1c6b-5daa-4183-8d8f-3fe064fa8679/Retiring+Without+Income+Taxes.png Blogs - Retiring Without Income Taxes in Nevada - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.cornerstoneway.com/blog/3-possibilities-for-your-taxes-in-retirement monthly 0.5 2026-01-30 https://images.squarespace-cdn.com/content/v1/59cdbb1c8fd4d2da17300685/e0dc7d42-746b-4986-88e0-5927ba8a16a5/Jeff+-+2023.png Blogs - Three Possibilities for Your Taxes in Retirement https://images.squarespace-cdn.com/content/v1/59cdbb1c8fd4d2da17300685/06f6fce4-d06f-4ee4-833c-9107850d9649/3+Possibilities+for+Your+Taxes+.png Blogs - Three Possibilities for Your Taxes in Retirement - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.cornerstoneway.com/blog/month-in-review-may-2024 monthly 0.5 2024-06-07 https://images.squarespace-cdn.com/content/v1/59cdbb1c8fd4d2da17300685/ef0db7e6-fb81-4db9-8d97-aee7cd1b1400/52024+Month+in+Review.png Blogs - MONTH-IN-REVIEW: MAY 2024 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.cornerstoneway.com/blog/the-benefits-of-charitable-giving monthly 0.5 2026-01-30 https://images.squarespace-cdn.com/content/v1/59cdbb1c8fd4d2da17300685/e640e498-6377-432e-9bde-402d21902cf0/Curtis+-+2023.png Blogs - The Benefits of Charitable Giving - Curtis Slothower Curtis has earned the Life and Health Insurance licensure, has passed the Series 66 examination, and has earned a degree from the University of Nevada, Reno. 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make all the difference. https://images.squarespace-cdn.com/content/v1/59cdbb1c8fd4d2da17300685/55cdec73-1e87-418b-97e4-e6d5d8ae66b8/11.15.22+chart+2.PNG Cornerstone | Weekly Market Commentary 11.15.22 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.cornerstoneway.com/midterm-election-outcome-and-what-it-means-for-retirees daily 0.75 2022-11-18 https://images.squarespace-cdn.com/content/v1/59cdbb1c8fd4d2da17300685/1559581777641-R1KX7LLROO059HBGB8Q3/fleur_de_lis_with_lines_gold_trn.png The 2022 Midterm Election's Outcome and What it Means for Today's Savers and Retirees https://images.squarespace-cdn.com/content/v1/59cdbb1c8fd4d2da17300685/256acb63-294a-4324-b86d-cd12cb5e4e5e/Blog+Graphics+%28square+aka+Insta+Website%29++%2854%29.png The 2022 Midterm Election's Outcome and What it Means for Today's Savers and Retirees - Make it stand out Whatever it is, the way you tell your story online can make all the difference. 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3.3.2023 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.cornerstoneway.com/wealth-report-3/9/2023 daily 0.75 2023-03-03 https://images.squarespace-cdn.com/content/v1/59cdbb1c8fd4d2da17300685/1652988240672-TK6CXCHIFY9FFUTU4F3H/fleur+de+lis+with+lines+gold+filled+trn.png Cornerstone Wealth Report 3.9.23 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/59cdbb1c8fd4d2da17300685/e8609b53-1881-4320-a1cc-037ed8fcbb83/wealth+report+chart+3.3.PNG Cornerstone Wealth Report 3.9.23 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/59cdbb1c8fd4d2da17300685/c0fd255b-7f73-4111-b490-b5ad29187675/wr+chart+3.3.PNG Cornerstone Wealth Report 3.9.23 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. 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way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/59cdbb1c8fd4d2da17300685/571e86f2-9807-4387-a25b-4460b2c9b40d/3.28.23+chart+2.PNG Weekly Market Commentary 3.28.2023 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.cornerstoneway.com/weekly-market-commentary-4/6/2023 daily 0.75 2023-04-07 https://images.squarespace-cdn.com/content/v1/59cdbb1c8fd4d2da17300685/1559581777641-R1KX7LLROO059HBGB8Q3/fleur_de_lis_with_lines_gold_trn.png Weekly Market Commentary https://www.cornerstoneway.com/disclosures daily 0.75 2024-10-28 https://images.squarespace-cdn.com/content/v1/59cdbb1c8fd4d2da17300685/1675791501262-UNVTJ5MHWSH0GNNWKM56/unsplash-image-jw17c8z-boA.jpg Disclosures https://images.squarespace-cdn.com/content/v1/59cdbb1c8fd4d2da17300685/1517252523314-S4PE0J9M8FZQI2EE5SY0/fleur_small.png Disclosures https://www.cornerstoneway.com/weekly-market-commentary-4/13/2023 daily 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https://images.squarespace-cdn.com/content/v1/59cdbb1c8fd4d2da17300685/1652988287033-0MC7SWA10M0Q4BAN1UGB/fleur+de+lis+with+lines+gold+trn.png Q2 Newsletter - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.cornerstoneway.com/our-process daily 0.75 2024-02-01 https://images.squarespace-cdn.com/content/v1/59cdbb1c8fd4d2da17300685/1700606434162-15AXI6MTBB5E9180KTDE/Brand+Photos+%281%29.png Our Process https://images.squarespace-cdn.com/content/v1/59cdbb1c8fd4d2da17300685/61bf99d5-63d6-49df-bd00-32dbbc066ef0/Development.png Our Process - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/59cdbb1c8fd4d2da17300685/68f7f813-784d-42c1-af44-d2d1e036c0be/Development+%283%29.png Our Process - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/59cdbb1c8fd4d2da17300685/706b8f34-cd38-47c8-b5b5-6b5379833cc4/Development+%281%29.png Our Process - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/59cdbb1c8fd4d2da17300685/1508866551509-YEPQOL69TG82IG149RF9/fleur_de_lis_with_lines_gold_trn.png Our Process https://www.cornerstoneway.com/coat-and-blanket-drive daily 0.75 2024-01-09 https://images.squarespace-cdn.com/content/v1/59cdbb1c8fd4d2da17300685/1701305339481-ZHHBZFY41QV73533153T/Coat+%26+Blanket+Website+Page+Graphic+%281%29.png Coat & Blanket Drive https://images.squarespace-cdn.com/content/v1/59cdbb1c8fd4d2da17300685/ad8abfe4-1314-4a06-a447-f70be5872381/Coat+%26+Blanket+Drive+%283%29.png Coat & Blanket Drive - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/59cdbb1c8fd4d2da17300685/52c83849-efb9-40dc-81b4-e9158c89dea8/Email+%234.png Coat & Blanket Drive - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.cornerstoneway.com/retire-once daily 0.75 2024-08-13 https://images.squarespace-cdn.com/content/v1/59cdbb1c8fd4d2da17300685/1702327063800-LJVPH6R5GFY3XV63ZD41/Retire+Once+Website+Banner.png Retire Once Book https://images.squarespace-cdn.com/content/v1/59cdbb1c8fd4d2da17300685/51b39c2d-642c-45a0-9267-9170ba4a7e73/Website+Photos+%26+Ideas+%281%29.png Retire Once Book - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/59cdbb1c8fd4d2da17300685/4e786383-e067-495e-92ac-a79e3ca2cdf9/Chris+-+2023.png Retire Once Book - Christopher K. Abts https://www.cornerstoneway.com/q4-newsletter-2024 daily 0.75 2024-01-10 https://images.squarespace-cdn.com/content/v1/59cdbb1c8fd4d2da17300685/1652988287033-0MC7SWA10M0Q4BAN1UGB/fleur+de+lis+with+lines+gold+trn.png Q4 Newsletter Video | January 2024 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.cornerstoneway.com/retirement-road-map daily 0.75 2024-03-08 https://images.squarespace-cdn.com/content/v1/59cdbb1c8fd4d2da17300685/1709827847792-OYP7GGNI68NF9KZYVL62/March+2024.png Cornerstone's Retirement Road Map https://images.squarespace-cdn.com/content/v1/59cdbb1c8fd4d2da17300685/1652988287033-0MC7SWA10M0Q4BAN1UGB/fleur+de+lis+with+lines+gold+trn.png Cornerstone's Retirement Road Map - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.cornerstoneway.com/january-2024-montly-recap daily 0.75 2024-02-23 https://images.squarespace-cdn.com/content/v1/59cdbb1c8fd4d2da17300685/1652988287033-0MC7SWA10M0Q4BAN1UGB/fleur+de+lis+with+lines+gold+trn.png '24 Cornerstone January Overview - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.cornerstoneway.com/february-2024-montly-recap daily 0.75 2024-03-14 https://images.squarespace-cdn.com/content/v1/59cdbb1c8fd4d2da17300685/1652988287033-0MC7SWA10M0Q4BAN1UGB/fleur+de+lis+with+lines+gold+trn.png '24 Cornerstone February Overview - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.cornerstoneway.com/march-2024-monthly-recap daily 0.75 2024-04-12 https://images.squarespace-cdn.com/content/v1/59cdbb1c8fd4d2da17300685/1652988287033-0MC7SWA10M0Q4BAN1UGB/fleur+de+lis+with+lines+gold+trn.png '24 Cornerstone March Overview - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.cornerstoneway.com/about-us daily 0.75 2026-02-05 https://images.squarespace-cdn.com/content/v1/59cdbb1c8fd4d2da17300685/1675792178628-HUHYSIBF560Z4YW018DJ/unsplash-image-9DHyVy-G1rM.jpg Our Team https://images.squarespace-cdn.com/content/v1/59cdbb1c8fd4d2da17300685/1701187902117-4M2KFRPT9YU58L8KB0JZ/Chris+-+2023.png Our Team - CHRISTOPHER K. ABTS | FOUNDER & FINANCIAL ADVISOR Chris is the Founder of Cornerstone Comprehensive Wealth Management as well as a Financial Advisor. He has passed the Series 65 examination and enjoys helping people to better manage their wealth so they can focus more of their time on what truly brings meaning and fulfillment to their life. Chris is a best-selling author and the host of the weekly television program, Redefining Retirement which airs every Sunday at 5:30 P.M. on KTVN Channel 2 and Saturday at 6:00 P.M. on KRNV Channel 4. https://images.squarespace-cdn.com/content/v1/59cdbb1c8fd4d2da17300685/1733185117356-74OUPHMTDJP6TWLA5PSZ/Team+Headshots+File.png Our Team - TERRY LEVENBERG, CFP, CRPC | PARTNER & FINANCIAL ADVISOR Terry Levenberg brings a diverse financial background to his role as a Financial Advisor for Cornerstone Wealth Management. Growing up overseas, he views the financial markets and cycles with a global perspective. Terry earned his bachelor’s degree in Finance and began his career in banking during the financial crisis of 2008. He then acquired his CFP® and transitioned to investment advice and financial planning ten years ago as he looked to focus on wealth management. For the past 16 years, Terry has gained skills and knowledge through large financial institutions acquiring experience in multiple facets of investing and financial planning. His passion for a client-first approach allows him to build customized portfolios around the risk temperament, long-term financial goals, and objectives of each client. In his free time, Terry enjoys traveling and sharing new experiences with his wife and their two children. He always appreciates the opportunity to give back to his local Reno community as well. https://images.squarespace-cdn.com/content/v1/59cdbb1c8fd4d2da17300685/1755816754268-CQ23PAUCRHXN2964CXU7/Jordan+-+Web.png Our Team - JORDAN PETERSON, CFF | FINANCIAL ADVISOR Jordan's entrepreneurial spirit was shaped by his family, particularly inspired by his grandfather's journey from a garage startup to a thriving generational business. His early focus on customer service ignited a passion for solving financial challenges, leading to expertise in Comprehensive Financial Planning, Estate Planning, Tax Planning, and Wealth Preservation. He brings over 10 years of experience to Cornerstone Wealth Management, with a steadfast commitment to putting clients first. As a Certified Financial Fiduciary, Jordan upholds the highest standards of integrity, ensuring every financial plan is tailored to meet clients' unique goals. A Finance graduate from the University of Wyoming, Jordan balanced academics while running a successful business in Laramie alongside his wife, Brittany, which they sold before relocating to Nevada. While at the University of Wyoming, he was part of a team that managed a portion of the State of Wyoming's retirement plan, which ignited his passion for investment and risk management. In his free time, Jordan enjoys spending time with his wife and four kids, coaching, and fishing. https://images.squarespace-cdn.com/content/v1/59cdbb1c8fd4d2da17300685/1755816881150-WPGEALK6WMOCWINTWPGH/Brandon+-+Web.png Our Team - BRANDON VAN GOETHEN | FINANCIAL ADVISOR After graduating magna cum laude from Notre Dame de Namur University with his degree in Business Administration with a concentration in Finance, Brandon began his career working for a Registered Investment Advisor. He swiftly obtained his Series 7, 63, and 65 and found a passion for investment counseling and portfolio management. Throughout his tenure in the Financial Services industry, Brandon has leveraged his expertise to build out new programs and financial strategies for multiple wealth managers, piloting new initiatives that thrive on tailoring financial plans to clients’ specific needs. Today, Brandon continues to apply the same discipline he learned as an NCAA golfer, providing each and every client with the attention to detail and dedication they deserve to help them achieve their financial goals. When not in the office, Brandon enjoys spending time with his wife and two daughters. He is still an avid golfer and outdoorsman, skiing and fishing as often as he can. https://images.squarespace-cdn.com/content/v1/59cdbb1c8fd4d2da17300685/1723585531778-2T5MAMJWWH4S28XUO169/Thomas+-+2024.png Our Team - THOMAS MELLUM | FINANCIAL ADVISOR Thomas earned his Master's Degree in Finance from Gonzaga University. He was raised in Carson City and considers Northern Nevada his home. After graduating from Gonzaga, he moved back to Carson with his wife, Megan. Thomas enjoys golfing, fishing, automotive repair, and spending time at Lake Tahoe and Twin Lakes. Recognizing that no two financial situations are the same, Thomas is committed to creating thoughtful strategies that support clients in reaching both their short- and long-term financial goals. His approach centers on gaining a clear understanding of each client’s unique needs and building solutions that guide them toward lasting success. https://images.squarespace-cdn.com/content/v1/59cdbb1c8fd4d2da17300685/1701188718558-SH4OB7FIVJ3AGZHQAE31/McKynzie+-+2023.png Our Team - MCKYNZIE BOLTON | ASSOCIATE ADVISOR McKynzie spent most of her life in Pleasant Hill, Oregon, and moved to Reno a few years ago with her husband Cade. They now have a playful 95-pound puppy named Zeus. She enjoys spending time with her friends and family, baking, and exploring the outdoors. McKynzie has earned her Nevada Life and Health Insurance License as well as her Nevada Notary License. At Cornerstone, McKynzie gives constant support to our senior advisors and their clients. She is there to answer questions and assist with various client requests. https://images.squarespace-cdn.com/content/v1/59cdbb1c8fd4d2da17300685/1701188897367-SSN9ZY3WT2L6DHVXLYC6/Erik+-+2023.png Our Team - ERIK RUELAS | DIRECTOR OF OPERATIONS Erik was born and raised in Reno and is a graduate of the University of Nevada, Reno with a Major in Accounting and Information Systems. He has a daughter, Brianna “Baby Bri” and a son, Benny. Erik enjoys spending his free time at home with his family where a funny dance or joke is never in short supply. At Cornerstone, Erik oversees ongoing operations and procedures while fostering the teams alignment with goals by communicating strategy and policy. In addition, Erik has earned his Nevada Notary License. https://images.squarespace-cdn.com/content/v1/59cdbb1c8fd4d2da17300685/1728948840537-JQ9FI481LRWOWD6R31SN/Team+Headshots+File+%287%29.png Our Team - MADISON NELSON | MARKETING LEAD Madison is a native Nevadan and graduated from the University of Nevada, Reno where she earned her Bachelor of Science in Business Marketing. When not at work she enjoys hiking with her English Setter, spending time at Lake Almanor, and hanging out with friends and family. Madison is responsible for keeping our community connected by creating meaningful client experiences and building strong relationships with business partners. She oversees the strategy and delivery of events, manages outgoing communications from the office, and works closely with the advisory team to align our messaging with client needs. https://images.squarespace-cdn.com/content/v1/59cdbb1c8fd4d2da17300685/1713563105736-USBGFNU3TFVS5H7WQ7MM/Savanna+-+2024.png Our Team - SAVANNA CILONIS | CLIENT SERVICE SPECIALIST Savanna earned her Bachelor’s Degree in Criminal Justice and Spanish Literature & Culture at the University of Nevada, Reno. She was born and raised in Reno and has a huge family with six siblings. When she is not working, Savanna enjoys camping, trying new restaurants in the area, and playing with her Hound dog Tucker. At Cornerstone, Savanna gives constant support to new and existing clients, as well as our advisors. She is there to answer questions and assist with various service requests. Savanna assists Cornerstone clients with account maintenance activities, whether it be withdrawals, deposits, opening a new account, beneficiary changes, and more. https://images.squarespace-cdn.com/content/v1/59cdbb1c8fd4d2da17300685/1713565323858-CNDYMTJZ71R8VD0KE563/Kaitlyn+-+2024.png Our Team - KAITLYN CUNNINGHAM | CLIENT SERVICE SPECIALIST Kaitlyn was born and raised in Northern California. She grew up in a small town, Escalon, California, where she met her high school sweetheart and now husband, Trent. Kaitlyn has recently become a dog mom to an amazing miniature American Eskimo named Bear. In Kaitlyn's free time she loves to spend time with her family and friends, as well as explore the outdoors. At Cornerstone, Kaitlyn gives constant support to new and existing clients, as well as our advisors. She is there to answer questions and assist with various service requests. Kaitlyn assists Cornerstone clients with account maintenance activities, whether it be withdrawals, deposits, opening a new account, beneficiary changes, and more. https://images.squarespace-cdn.com/content/v1/59cdbb1c8fd4d2da17300685/1510082749113-M5480O6S2YB4NBH7ZHOU/line.png Our Team https://www.cornerstoneway.com/us-mobile daily 0.75 2026-02-05 https://images.squarespace-cdn.com/content/v1/59cdbb1c8fd4d2da17300685/1675792284513-7FF4U3DPB87KBJ4DO6XJ/unsplash-image-9DHyVy-G1rM.jpg Us - Mobile https://images.squarespace-cdn.com/content/v1/59cdbb1c8fd4d2da17300685/1701193095152-U42BZ08N1MK0BF6Y9Q86/Chris+-+2023.png Us - Mobile - CHRISTOPHER K. ABTS | FOUNDER & FINANCIAL ADVISOR Chris is the Founder of Cornerstone Comprehensive Wealth Management as well as a Financial Advisor. He has passed the Series 65 examination and enjoys helping people to better manage their wealth so they can focus more of their time on what truly brings meaning and fulfillment to their life. Chris is a best-selling author and the host of the weekly television program, Redefining Retirement which airs every Sunday at 5:30 P.M. on KTVN Channel 2 and Saturday at 6:00 P.M. on KRNV Channel 4. https://images.squarespace-cdn.com/content/v1/59cdbb1c8fd4d2da17300685/1734045796450-JHI5W03P101GJRSD42KE/Team+Headshots+File+%281%29.png Us - Mobile - TERRY LEVENBERG, CFP, CRPC | PARTNER & FINANCIAL ADVISOR Terry Levenberg brings a diverse financial background to his role as a Financial Advisor for Cornerstone Wealth Management. Growing up overseas, he views the financial markets and cycles with a global perspective. Terry earned his bachelor’s degree in Finance and began his career in banking during the financial crisis of 2008. He then acquired his CFP® and transitioned to investment advice and financial planning ten years ago as he looked to focus on wealth management. For the past 16 years, Terry has gained skills and knowledge through large financial institutions acquiring experience in multiple facets of investing and financial planning. His passion for a client-first approach allows him to build customized portfolios around the risk temperament, long-term financial goals, and objectives of each client. In his free time, Terry enjoys traveling and sharing new experiences with his wife and their two children. He always appreciates the opportunity to give back to his local Reno community as well. https://images.squarespace-cdn.com/content/v1/59cdbb1c8fd4d2da17300685/1756237264321-DAHRANUKRRTQ7CWFUTM2/Jordan+-+Web.png Us - Mobile - JORDAN PETERSON, CFF | FINANCIAL ADVISOR Jordan's entrepreneurial spirit was shaped by his family, particularly inspired by his grandfather's journey from a garage startup to a thriving generational business. His early focus on customer service ignited a passion for solving financial challenges, leading to expertise in Comprehensive Financial Planning, Estate Planning, Tax Planning, and Wealth Preservation. He brings over 10 years of experience to Cornerstone Wealth Management, with a steadfast commitment to putting clients first. As a Certified Financial Fiduciary (CFF), Jordan upholds the highest standards of integrity, ensuring every financial plan is tailored to meet clients' unique goals. A Finance graduate from the University of Wyoming, Jordan balanced academics while running a successful business in Laramie alongside his wife, Brittany, which they sold before relocating to Nevada. While at the University of Wyoming, he was part of a team that managed a portion of the State of Wyoming's retirement plan, which ignited his passion for investment and risk management. In his free time, Jordan enjoys spending time with his wife and four kids, coaching, and fishing. https://images.squarespace-cdn.com/content/v1/59cdbb1c8fd4d2da17300685/1756237738397-LZ54ULLPR1APKXZY9Y9Z/Brandon+-+Web.png Us - Mobile - BRANDON VAN GOETHEN | FINANCIAL ADVISOR After graduating magna cum laude from Notre Dame de Namur University with his degree in Business Administration with a concentration in Finance, Brandon began his career working for a Registered Investment Advisor. He swiftly obtained his Series 7, 63, and 65 and found a passion for investment counseling and portfolio management. Throughout his tenure in the Financial Services industry, Brandon has leveraged his expertise to build out new programs and financial strategies for multiple wealth managers, piloting new initiatives that thrive on tailoring financial plans to clients’ specific needs. Today, Brandon continues to apply the same discipline he learned as an NCAA golfer, providing each and every client with the attention to detail and dedication they deserve to help them achieve their financial goals. When not in the office, Brandon enjoys spending time with his wife and two daughters. He is still an avid golfer and outdoorsman, skiing and fishing as often as he can. https://images.squarespace-cdn.com/content/v1/59cdbb1c8fd4d2da17300685/1723585625599-YR4ZNBO1HI24BEJZBS0D/Thomas+-+2024.png Us - Mobile - THOMAS MELLUM | FINANCIAL ADVISOR Thomas earned his Master's Degree in Finance from Gonzaga University. He was raised in Carson City and considers Northern Nevada his home. After graduating from Gonzaga, he moved back to Carson with his wife, Megan. Thomas enjoys golfing, fishing, automotive repair, and spending time at Lake Tahoe and Twin Lakes. Recognizing that no two financial situations are the same, Thomas is committed to creating thoughtful strategies that support clients in reaching both their short- and long-term financial goals. His approach centers on gaining a clear understanding of each client’s unique needs and building solutions that guide them toward lasting success. https://images.squarespace-cdn.com/content/v1/59cdbb1c8fd4d2da17300685/1701193556486-TOK65JDL98ZLG2W5AL6M/McKynzie+-+2023.png Us - Mobile - MCKYNZIE BOLTON | ASSOCIATE ADVISOR McKynzie spent most of her life in Pleasant Hill, Oregon, and moved to Reno a few years ago with her husband Cade. They now have a playful 95-pound puppy named Zeus. She enjoys spending time with her friends and family, baking, and exploring the outdoors. McKynzie has earned her Nevada Life and Health Insurance License as well as her Nevada Notary License. At Cornerstone, McKynzie gives constant support to our senior advisors and their clients. She is there to answer questions and assist with various client requests. https://images.squarespace-cdn.com/content/v1/59cdbb1c8fd4d2da17300685/1701194197605-WLNIBFKJVI6ET9YB4PYB/Erik+-+2023.png Us - Mobile - ERIK RUELAS | DIRECTOR OF OPERATIONS Erik was born and raised in Reno and is a graduate of the University of Nevada, Reno with a Major in Accounting and Information Systems. He has a daughter, Brianna “Baby Bri” and a son, Benny. Erik enjoys spending his free time at home with his family where a funny dance or joke is never in short supply. At Cornerstone, Erik oversees ongoing operations and procedures while fostering the teams alignment with goals by communicating strategy and policy. In addition, Erik has earned his Nevada Notary License. https://images.squarespace-cdn.com/content/v1/59cdbb1c8fd4d2da17300685/1734396389172-03KR75NMIRIY3KFIMOUV/Team+Headshots+File+%282%29.png Us - Mobile - MADISON NELSON | MARKETING LEAD Madison is a native Nevadan and graduated from the University of Nevada, Reno where she earned her Bachelor of Science in Business Marketing. When not at work she enjoys hiking with her English Setter, spending time at Lake Almanor, and hanging out with friends and family. Madison is responsible for keeping our community connected by creating meaningful client experiences and building strong relationships with business partners. She oversees the strategy and delivery of events, manages outgoing communications from the office, and works closely with the advisory team to align our messaging with client needs. https://images.squarespace-cdn.com/content/v1/59cdbb1c8fd4d2da17300685/1713565637466-CT4BT904L2NOFI55WG5T/Kaitlyn+-+2024.png Us - Mobile - KAITLYN CUNNINGHAM | CLIENT SERVICE SPECIALIST Kaitlyn was born and raised in Northern California. She grew up in a small town, Escalon, California, where she met her high school sweetheart and now husband, Trent. Kaitlyn has recently become a dog mom to an amazing miniature American Eskimo named Bear. In Kaitlyn's free time she loves to spend time with her family and friends, as well as explore the outdoors. At Cornerstone, Kaitlyn gives constant support to new and existing clients, as well as our advisors. She is there to answer questions and assist with various service requests. Kaitlyn assists Cornerstone clients with account maintenance activities, whether it be withdrawals, deposits, opening a new account, beneficiary changes, and more. https://images.squarespace-cdn.com/content/v1/59cdbb1c8fd4d2da17300685/1713565752469-UMVIALV7Y8KPM8Q1GGXB/Savanna+-+2024.png Us - Mobile - SAVANNA CILONIS | CLIENT SERVICE SPECIALIST Savanna earned her Bachelor’s Degree in Criminal Justice and Spanish Literature & Culture at the University of Nevada, Reno. She was born and raised in Reno and has a huge family with six siblings. When she is not working, Savanna enjoys camping, trying new restaurants in the area, and playing with her Hound dog Tucker. At Cornerstone, Savanna gives constant support to new and existing clients, as well as our advisors. She is there to answer questions and assist with various service requests. Savanna assists Cornerstone clients with account maintenance activities, whether it be withdrawals, deposits, opening a new account, beneficiary changes, and more. https://images.squarespace-cdn.com/content/v1/59cdbb1c8fd4d2da17300685/1510082850804-YLGSN03UN2PAXUAFDMXC/.png Us - Mobile https://www.cornerstoneway.com/april-2024-monthly-recap daily 0.75 2024-05-31 https://images.squarespace-cdn.com/content/v1/59cdbb1c8fd4d2da17300685/1652988287033-0MC7SWA10M0Q4BAN1UGB/fleur+de+lis+with+lines+gold+trn.png '24 Cornerstone April Overview - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.cornerstoneway.com/elections-and-wall-street daily 0.75 2024-07-11 https://images.squarespace-cdn.com/content/v1/59cdbb1c8fd4d2da17300685/6d0f0d86-f368-484c-a4d7-3b692c08b689/LinkedIn+Article+Photos+%282%29.png Elections & Wall Street - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.cornerstoneway.com/disclaimers daily 0.75 2024-10-29 https://www.cornerstoneway.com/join-us-for-david-walker daily 0.75 2025-04-07 https://images.squarespace-cdn.com/content/v1/59cdbb1c8fd4d2da17300685/1652988287033-0MC7SWA10M0Q4BAN1UGB/fleur+de+lis+with+lines+gold+trn.png 4.24.25 David Walker Event - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.cornerstoneway.com/geopolitical-shifts-march-2026 daily 0.75 2026-03-06 https://images.squarespace-cdn.com/content/v1/59cdbb1c8fd4d2da17300685/29b80d79-8421-4bb7-aac2-268767b8ec33/market+banner.png Geopolitical Shifts: March 2026 - Make it stand out Whatever it is, the way you tell your story online can make all the difference.