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About Us

Our History

Our History

Welcome to our family at The Cornerstone Financial Group, where three generations have dedicated themselves to providing personalized financial planning services with a touch of warmth and care. Our story begins over three decades ago when "Big John," a retired Sears executive, joined forces with his son Mark, a seasoned Financial Professional and Certified Financial Planner (CFP). Together, they embarked on a journey to empower individuals and families with sound financial guidance.

Today, our firm has grown to include Ian, the grandson of "Big John" and son of Mark, and Caleb who has been close to the Morrison family for many years. Ian and Caleb bring a fresh perspective and a high level of competency to our firm, infused with the values instilled by “Big John” and Mark. As a cohesive family unit, we blend traditional wisdom with contemporary insight, ensuring that every client receives tailored solutions and genuine care. At The Cornerstone Financial Group, we don't just manage finances; we nurture relationships, building trust that spans generations.

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If you believe you could benefit from working with a financial professional, let’s review yours goals to see if you’re a good match for our practice.

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