OUR TEAM

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.

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.

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.

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 Prime Capital Financial, McKynzie gives support to our senior advisors and their clients. She is there to answer questions and assist with various client requests.

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. 

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 Prime Capital Financial, 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 our clients with account maintenance activities, whether it be withdrawals, deposits, opening a new account, beneficiary changes, and more.

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 Prime Capital Financial, 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 our clients with account maintenance activities, whether it be withdrawals, deposits, opening a new account, beneficiary changes, and more.

​Cassie Farrow was born and raised in Las Vegas, but has called Reno home for the past four years. During this time, she attended the University of Nevada, Reno, pursuing a dual major in Business Management and Marketing, along with minors in Human Resources and Public Health. Cassie enjoys taking advantage of Northern Nevada’s outdoor lifestyle and exploring the local nature scene with her puppy, Scout.

As an Administrative Assistant, Cassie plays an integral part in supporting the team’s day-to-day operations by managing schedules, maintaining​ detailed records, and ​assisting with marketing efforts. Cassie often serves as a key point of contact for clients, helping to facilitate a seamless and positive experience​​.