The Team

Why the Cornerstone Team?

Plans fail for lack of counsel, but with many advisers they succeed. Proverbs 15:22.
In order to make our clients goals a reality, CBC has teamed up and assembled a group of advisers to make victory a reality.

W. Matthew Kowalczyk

Owner

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.

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”. Matt and Karen also host baseball players for a collegiate summer baseball program in Green Bay called the Bullfrogs. 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 even done a couple tri and du-athlons.

Bio

Sean Brownson

Senior Agent - Healthcare Specialist

As a health insurance professional, Sean specializes in individual health, small group, and supplemental programs for clients.

With over 20 years in sales and marketing, Sean understands the value in personalized relationships and attention to a clients need.  As a health insurance professional, Sean specializes in individual health, small group, and supplemental programs for clients.  He brings a ‘hands on’ approach to helping people understand how healthcare reform works and can effect them.

 

” I am driven to help people and small business when it comes to their health insurance needs. Understanding how healthcare reform affects them is vital as there are many aspects to coverage as well as actual obligations.   I help them navigate the waters”. If you would like to see a quote click on this link: https://www.sean.mycliff.org/

 

Faith, family, and friends are his foundation  (and his two cats).

Bio

Derrick Hable

With proper planning, teaching, and implementing Cornerstone Benefits Consulting helps people and businesses hit their financial goals.

We help businesses and people become the best stewards of their financial resources as possible. Success doesn’t have to happen by chance. With proper planning, teaching, and implementing Cornerstone Benefits Consulting helps people and businesses hit their financial goals. In a world of risk and hope… we provide certainty and clarity.

Bio

Andrew Gerlach

Andrew is passionate about building a secure game plan for college bound students and their families.

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.

Bio

Ronald Leach

Ron has been in the Insurance industry since 2001. With extensive knowledge and experience in Health Insurance and the changing landscape of the Health arena. He also has a true passion for alternative Retirement planning.

Ron has been in the Insurance industry since 2001. With extensive knowledge and experience in Health Insurance and the changing landscape of the Health arena. He also has a true passion for alternative Retirement planning. He definitely will lead down the same old road of potential pitfalls and eroding factors. He takes his clients from a world of hope,risk and taxation to…..Certainty, Clarity,and drastically lower taxation.

Ron also is excited to be heading our expansion into the Insurance Marketing Department.  He has a true passion to help all the people out there who need a PLAN AND PROCESS not a product.  And can’t wait to start training other agents and agencies or proven process of Cornerstone that way we can make a real difference in as many lives and communities possible.

Ron has three wonderful children and involved in youth ministry. And always looking to make real impactful difference in others lives and share the love of Christ. He also enjoys cooking and getting creative in the kitchen.  And always ready to talk about sports:)

Bio

Don Kiley - RP Resources

With over 20 years of experience, Don Kiley has served clients all over the US...

With over 20 years of experience, Don Kiley has served clients all over the US with retirement plan consulting and administration. Don works with clients, brokers, and financial professionals to develop unique plan designs and concepts that focus on retirement goals and maximize tax efficiency.

Bio

Attorney Jonathan Olson

Attorney at - Jon Olson Law

Jon concentrates on business law, including forming, buying and selling businesses, real estate transactions, estate planning (Wills, Trusts and powers of attorney) and consumer bankruptcy.

Jon Olson is a life-long resident of Wisconsin, having lived in western, south-eastern and northeastern Wisconsin.  He attended Coe College in Cedar Rapids, Iowa, majoring in Philosophy.  He graduated from UW-Madison Law School, and has over 20 years of experience representing businesses and individuals in northeastern Wisconsin.

Jon concentrates on business law, including forming, buying and selling businesses, real estate transactions, estate planning (Wills, Trusts and powers of attorney) and consumer bankruptcy.

Jon lives in an historic home in downtown Green Bay with his wife, Patti.  They have six children and one grandson.

Jon is a member of On Broadway, Inc., and also volunteers his time with SCORE, providing mentoring services for people who are thinking of going into business, or have questions about ways to improve their current business.

Bio
Having the right team can make your financial future bright!

Cornerstone Business Consulting
416 George Street
De Pere, WI 54115

920-243-4188
FAX: 888-544-5335

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