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

President

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

Derrick Hable

Macro-manager

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

Michael Casper

Macro-manager

Since 2016, Michael has been helping individuals, families, and businesses...

Since 2016, Michael has been helping individuals, families, and businesses create a road map for financial success.  He enjoys working with clients to design actionable plans in order to build a strong financial foundation and help them achieve their financial goals.

Bio

Andrew Gerlach

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.

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

Jessica Vertz

Benefit Specialist

After over 20 years as a corporate buyer, I have decided to pursue a career that is more fulfilling and my heart is lead to.

After over 20 years as a corporate buyer, I have decided to pursue a career that is more fulfilling and my heart is lead to.  I cared for both of my parents as they fought terminal illnesses as well as a son who has 4 congenital heart defects.  These times in a persons life are already difficult and then you add navigating the insurance waters and it can seem overwhelming and take focus from what is truly important.  I want to be able to help people have a better and clear understanding of what is available to them as well as working together to find the best coverage for their needs.

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. RP Resources is a third party administration firm that helps with the design of retirement plans for individuals and companies. 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 Benefits Consulting
416 George Street
De Pere, WI 54115

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

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