Spencer Schwarting, CFP®

Before joining Cornerstone, I worked on the financial planning team at a large Omaha-based registered investment advisor. After gaining valuable experience in that role, I had the opportunity to take on a leadership position at Cornerstone, carrying forward our firm's values and culture by building deep relationships with each client and providing truly independent advice.

I'm a CERTIFIED FINANCIAL PLANNER® professional and earned my bachelor's degree in Financial Planning and Business Information and Analytics from Creighton University. The technical knowledge matters, but what drives me is the "personal" part of financial planning. I want to meet people exactly where they are today, understand what they're trying to accomplish (both the tangible goals and the intangible ones), and then develop a clear roadmap to get them there.

I work with clients on the full range of financial planning topics: investment allocation, retirement income, tax strategy, estate planning, planned giving, and risk management. These are complex areas, but my job is to simplify them and help you make confident decisions. The real reward in this work comes from watching clients move towards and accomplish goals that genuinely matter to them.

Day to day, I spend much of my time working directly with clients, actively solving their most important questions and doing planning work to guide them towards their financial goals. I'm also responsible for managing several aspects of Cornerstone's business operations, including system development, growth initiatives, and training our team members.

Outside the office, I spend time with my wife Rachel, our daughter Liv, and our two German Shepherds, Triss and Odin. I'm active on the worship team at my church, King of Kings. I love hunting, and I'm always ready to pick up a new hobby.