The Cornerstone Team
With a ‘find the need, fill the need’ mentality, Cornerstone has assembled a group of professionals to serve you
Plans fail for lack of counsel, but with many advisers they succeed. — Proverbs 15:22.
In order to make our clients’ goals a reality, Cornerstone has teamed up and assembled a group of advisors to make victory a reality.
W. Matthew Kowalczyk
Matt Kowalczyk has been in the insurance and financial planning profession since 1996 and has owned businesses in those fields since 1997. Matt has trained many CPAs, accountants, attorneys, financial planners, agents, and advisors over the years to help them serve their clients more efficiently. With extensive knowledge in financial planning, healthcare, consumer driven health plans, cash balance plans, advanced tax planning concepts, estate planning, and business succession planning Matt has served professionals and clients in several parts of the country. Matt has also served on advisory boards for insurance companies over the years.
Matt has been blessed with a beautiful wife, Karen, and together they raise five wonderful children. Faith and family are the true foundation that Matt builds his life on. Matt has started an online magazine called SportsFaith that focuses on faith in sports and has helped launch Clear Mission Networking which connects Christian professionals and helps build business with God at the center. When there is time he also plays saxophone on worship teams and for a praise-and-worship big band called “The Swinging Angels.” Cornerstone is active in several community programs from little league to pageants that they sponsor. Matt, Karen, and their family have also participated in many bike races, running events, and have even done a couple tri- and duathlons.
Shari has been with the Cornerstone family since September 2019 and is a valuable addition to the team. Shari’s attention to detail and service-first attitude has added a level of professionalism that is tough to come by.
Andrew is passionate about building a secure game plan for college-bound students and their families. With debt becoming a paramount issue for our country, Andrew helps provide planning to lower the potential of becoming a slave to debt.
Andrew also helps people build a future that allows for financial independence and clarity with all of their assets working together to serve the people, not the other way around.
Karen has been serving in the industry since 1990. After deciding to step down from corporate management at Humana in 2018, Karen has been a very welcome addition to the Cornerstone team. Dedicated to customer service and excelling in organization, Cornerstone is better as a group because of Karen.
Customer and Advisor Service
Nanci had been serving in the insurance industry with her husband for many years and has now joined the Cornerstone family to serve clients and advisors. Her expertise and personality are a welcome addition to our team.
Customer and Advisor Service
Abbey is new to the industry and joined the Cornerstone family in December of 2021. Abbey’s tech savviness and growing understanding of the financial industry makes her a significant addition to our administrative team.
Brian served in the US Army for eight years, spent 15 years in law enforcement after the military while also serving his community as a volunteer firefighter. He has dedicated a majority of his life serving his country and community. He is a dedicated husband to his wife of 12 years and four kids. He values God, country, and family. Brian served on the Board of Directors for Circles Green Bay through Green Bay Community Church. In 2013, he and his wife took a leap of faith and started a local ice cream store (Monkey Tailz), which now is a mobile food truck. He is also president of the Green Bay Food Truck Coalition hosting food truck rallies in the summer. Brian has experience navigating the rough waters that come with running a business and has learned more from his mistakes than his successes. He volunteers for the Green Bay Packer Mentor Protégé Program and helps mentor other local small businesses.
Matt was his financial advisor and eventually became his mentor which led him to become a financial advisor with Cornerstone Financial and Benefits Consulting. Learning the rules of money and how to get your money to work for you was an eye-opening experience. His goal is to teach and guide his clients to meet their financial needs and goals in the most efficient way possible. It does not matter where you are at financially; in debt, saving money, or do not have any money to invest, he still wants to work with you and help meet your goals. If you need health insurance, he can also help you find a policy that is a good fit or if you would like advice reviewing your current policy or picking a new one, he would like to talk. If you are curious about cryptocurrency, NFTs or web 3.0, he can help guide you in that journey also. Brian has been an active investor in the space for six years. Due to regulations, he cannot give you investment advice but can give you resources to get started in your crypto journey or just educate you about the space. If you are curious about anything mentioned above, Brian would love to talk with you.