Why the Cornerstone Team?

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.

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.

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).

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.

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.

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.

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.

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.