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.

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.

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.

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.

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 fiance, Megan. Thomas enjoys golfing, fishing, automotive repair, and spending time at Lake Tahoe and Twin Lakes. 

At Cornerstone, Thomas gives constant support to our senior advisors and their clients. He is there to answer questions and assist with various client requests. 

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.

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 hunting with her English Setter, spending time at Lake Almanor, and hanging out with friends and family. Madison will also never pass up on an opportunity to take a road trip, go to a country concert, or catch a football game. 

Madison keeps our clients and community connected by managing all of the communications that comes from our office. She also helps oversee internal processes, organizes client and community events, and works closely with the advisory team to ensure timely communication is relayed on relevant information. Madison will be among the first to assist you in the process of becoming a Cornerstone client.

Rachel is originally from California and has now lived in Reno for 12 years. She enjoys spending time with her husband, Steven, and their 3-year-old son, Oliver. She enjoys cooking and singing karaoke.

Rachel is the initial point of contact for our clients coming into our office for appointments and helps to ensure the office is running efficiently on a day-to-day basis. Rachel has exceptional customer service skills and has worked in various customer service-focused roles in the past. Her positive demeanor brings a smile to all the clients she interacts with daily.

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.

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.