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
OwnerMatt 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.
Nanci LeBeau
Customer and Advisor ServiceNanci 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.
Karen Kowalczyk
Office ManagerKaren 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.
Shari Peggs
Adviser AssistantShari'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.
Andrew Gerlach
Macro-Manager and College Planning SpecialistAndrew 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.
Derrick Hable
Macro-managerDerrick 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.
Garrick Roby
Macro-managerBeing 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.
