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 advisers 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.

[email protected]

advisory services offered through Ausdal Financial Partners, Inc.
Member FINRA/SIPC. 5187 Utica Ridge Rd., Davenport, IA 52807. 563‐326‐2064. 563‐326‐2064. Cornerstone Benefits Consulting, LLC and Ausdal Financial Partners, Inc. are separately owned and operated.
Bio

Nanci LeBeau

Customer and Advisor Service

Nanci had now joined the Cornerstone family.

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.

Bio

Karen Kowalczyk

Office Manager

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.

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.

[email protected]

Bio

Shari Peggs

Adviser Assistant

Shari's attention to detail and service first attitude has added a level of professionalism that is tough to come by.

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.

[email protected]

Bio

Andrew Gerlach

Macro-Manager and College Planning Specialist

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.

[email protected]

Bio

Derrick Hable

Macro-manager

Derrick brings a unique approach to maximizing people's potential. Serving others is how Derrick adds purpose to people's financial lives.

Derrick Hable – Macro-manager with Cornerstone Benefits Consulting. With vast amounts of experience serving people in the field of insurance and financial planning, Derrick brings a unique approach to maximizing people’s potential. Serving others is how Derrick adds purpose to people’s financial lives.

[email protected]

Bio

Garrick Roby

Macro-manager

Being part of the Cornerstone team provided me the opportunity to help businesses and individuals build their financial immune system to help reduce erosion of their current and future investments.

Being part of the Cornerstone team provided me the opportunity to help businesses and individuals build their financial immune system to help reduce erosion of their current and future investments.  Also, with over 30 years of business operations experience and a MBA with an emphasis in Global Sourcing and Finance, I can support your company with Inventory Management, Bookkeeping, Team building and other business functions.

My ultimate goal is to create financial peace for you and your family.

[email protected]

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

Cornerstone Wealth and Benefits Consulting
1000 North Broadway St.
De Pere, WI 54115

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

Contact Us

Copyright © 2022 Cornerstone Financial and Benefits Consulting – All Rights Reserved

All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication or future results. Opinions expressed herein are solely those of Cornerstone Financial Consulting, LLC and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Cornerstone Financial Consulting, LLC an Investment Advisor in the State of Wisconsin]. Being registered as an investment adviser does not imply a certain level of skill or training. Insurance products and services are offered through Cornerstone Benefits Consulting, LLC. an affiliated company. The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Wisconsin, or where otherwise legally permitted. Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former Clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph. Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital.