Our History

Welcome to The Cornerstone Financial Group, where three generations have been committed to providing personalized financial planning with warmth, care, and integrity. Our story began over 30 years ago with 'Big John,' a retired Sears executive, and his son Mark, a CERTIFIED FINANCIAL PLANNER® (CFP®) and seasoned financial professional, who joined forces to empower individuals and families with sound financial guidance.

Today, our team includes Ian, Mark's son and grandson of 'Big John,' and Caleb, a longtime friend of the Morrison family. Together, they bring fresh perspectives and advanced expertise, while upholding the values and traditions established by 'Big John' and Mark. As a family-focused firm, we seamlessly blend time-tested wisdom with modern insights to deliver customized solutions and genuine care. At Cornerstone, we don’t just manage your finances—we build lasting relationships rooted in trust and commitment across generations."