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.

advisory services offered through Ausdal Financial Partners, Inc.
Member FINRA/SIPC. 5187 Utica Ridge Rd., Davenport, IA 52807. 5633262064. 5633262064. Cornerstone Benefits Consulting, LLC and Ausdal Financial Partners, Inc. are separately owned and operated.

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.

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advisory services offered through Ausdal Financial Partners, Inc.
Member FINRA/SIPC. 5187 Utica Ridge Rd., Davenport, IA 52807. 5633262064. 5633262064. Cornerstone Benefits Consulting, LLC and Ausdal Financial Partners, Inc. are separately owned and operated.
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.

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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.

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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.

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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).

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Bio

Porter Bell III

Macro-manager

It is with great pride that I would like to offer you the degree of outstanding resources that we have to offer which prove to be second to none in all forms of coverage's proving to be beneficial to family and business Alternatives.

Bio- Greetings my name is, Porter Bell III- I have been in the sales industry for over 18 years and have a lot of public service experience. In these troublesome times it is true that time and unforeseen occurrences may befall us all. So it is with great pleasure that I would like to introduce myself as an associate with the Cornerstone, Investment Team Of Professionals, as a Macro-management Adviser in insurance sales.

It is with great pride that I would like to offer you the degree of outstanding resources that we have to offer which prove to be second to none in all forms of coverage’s proving to be beneficial to family and business Alternatives.

I would be very pleased to meet you and speak to each of you on a level of individualism that depicts each persons goals and aspirations for a better future with organizational planning done right.

Porter Bell III

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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.

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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.

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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

Contact Us
©2020 Cornerstone Benefits Consulting

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.