OUR STORYServing you since 1996
Cornerstone Financial Group was founded in 1996 with a vision that extended beyond traditional financial advice. Our founders sought to provide comprehensive financial advice that went above traditional product-first models.
They chose the Cornerstone name because a cornerstone is the first stone set in the construction of a masonry foundation. It acts as a reference point for all the others, determining the position of the entire structure. It is a guide to build by, a ruler to measure progress, and an anchor to the original intent of the structure.
We take great pride in our firm's beginnings, and our founding values hold true today. We feel a deep responsibility to be wise stewards in our role as your financial guide, and see our profession as a means to accomplish good in the world. This purpose has shaped everything about how we operate, from how we show up for our clients to the way we serve in our communities. Now, after three decades, we're still guided by the same deep commitment to making a meaningful difference in people's lives through an ongoing partnership.
How We Work
First and foremost, our priority is to serve individuals and families in all stages of life by helping them realize their financial goals and work towards the life they dream of. Every member of our team is held to the fiduciary standard, which means that we have a legal and ethical obligation to put our clients’ interests first, no matter what.
We operate as an independent fee-only firm, which means we don't sell products or earn commissions. We only receive compensation from our clients who pay us for our expertise and guidance, and in return, clients receive custom-tailored recommendations built entirely around their unique needs, not around a product. We believe this structure best aligns our service with you as we work together to define your goals, measure your progress, and build toward the future you want.
Where We Are
Our offices are located in Omaha, Nebraska, and Denver, Colorado. We serve clients throughout the Midwest and across the country, bringing the same personalized approach and attention to detail regardless of where you're located.
For those of you who are local to our offices, we'd love the opportunity to meet you face-to-face and shake your hand. However, geography doesn't limit our ability to deliver the comprehensive, custom guidance you deserve.
Dave Hoppen
Founding Partner
Spencer Schwarting, CFP®
Partner, Senior Financial Planner, CFP®
Reuben Brauer, CFP®
Partner, Senior Financial Planner, CFP®
Allison Cerven, CFP®
Financial Planner, CFP®
Rachel Schwarting
Client Service Associate
James Brauer
Associate Financial Planner
Amberlee Haggerty
Client Service Associate