11/11/2025
Today we honor the courage, sacrifice, and service of all who have worn the uniform. Thank you to our veterans and their families for your strength and dedication. Your service will never be forgotten.
My mission is to partner with my clients (individuals, families, businesses) and help their aspirations and financial dreams into realities. Member FINRA/SIPC.
My dedication is firmly rooted in my goal to provide high-quality comprehensive financial service. From the creation of your unique financial plan that addresses your needs and concerns to implementing the plan, I will always put your interest first. Awards Named as one of the top 20 outstanding young professionals in Lafayette and was a recipient of the 20 under 40 Award as the class of 2015 --Wi
11/11/2025
Today we honor the courage, sacrifice, and service of all who have worn the uniform. Thank you to our veterans and their families for your strength and dedication. Your service will never be forgotten.
07/31/2025
Looking forward to spending time with the 705! Great organization for young professionals.
Pull up a chair and pour a cup—this members-only edition of our Coffee With Series features Lafayette Parish Councilman Ken Stansbury. Known for his thoughtful approach to leadership, Councilman Stansbury brings a unique blend of civic insight, financial expertise, and military service to the conversation.
These gatherings are designed to connect our members directly with local leaders for off-the-record, coffee-fueled dialogue. Seating is intentionally limited to keep the discussion candid and conversational—and no two events are ever the same.
Coffee will be provided. Come ready to listen, ask questions, and leave with a deeper understanding of what’s brewing in Lafayette Parish.
Reserve your spot today 👉https://www.eventbrite.com/e/coffee-with-ken-stansbury-lafayette-parish-councilman-tickets-1527844848069?aff=oddtdtcreator
news! Today marks a bittersweet but exciting milestone — we’re changing our name from Cornerstone Financial Group to CWM Planning (short for Cornerstone Wealth Management). This new name better reflects our focus: helping clients build their futures through wealth management and financial planning.We’ve also moved to a new and larger space at 325 Settlers Trace Blvd, giving us room to grow and better serve you. Thanks for being part of our journey!
11/01/2024
11/01/2024
Ballots and Balance Sheets Catch the full recording of our recent Election Insights Webinar on our YouTube channel! Watch as our experts break down the potential economic impacts of th...
07/25/2024
LPSS new hire orientation.
Always great meeting with people and talking about retirement planning.
07/13/2024
It’s been a resilient first half of 2024. Will it continue through the election – and year-end? weighs in.
Midyear Outlook 2024: Still Waiting for the Turn | Investors LPL Research Midyear Outlook 2024, economic and market forecasts for the second half of 2024 to get an inside perspective and action steps to consider the economy and markets through the end of the year.