Cornerstone Financial

Leon Frush III is a CFP® with 32 years of industry experience, currently serving at Cornerstone Financial since 2013. He also has been associated with Dempsey Lord Smith, LLC since 2012. Outside of advising, he is a 50% partner in Barewood Inc., a real estate management business. Cornerstone Financial Management provides investment management and financial planning services to individuals, high-net-worth clients, trusts, and estates, managing approximately $118 million in assets for about 200 clients. The firm employs a fundamental, long-term investment approach focused on diversified mutual funds and ETFs, managing accounts on a non-discretionary basis while offering a wrap-fee program.

Donald Dusick Jr. is a financial advisor at Cornerstone Financial with 34 years of industry experience. He has held securities licenses Series 63 and Series 65 and previously worked at Dempsey Lord Smith, LLC for 11 years. Dusick is also a licensed insurance agent involved in insurance sales and implementation. Cornerstone Financial Management provides investment management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm specializes in non-discretionary portfolio management using diversified mutual funds and ETFs, emphasizing fundamental analysis with a long-term investment approach.

David Summers is a financial advisor at Cornerstone Financial with seven years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cornerstone Financial since 2002. Cornerstone Financial Management provides investment management and financial planning services to individuals, high-net-worth clients, trusts, and estates, managing approximately $118 million in assets for about 200 clients. The firm employs a fundamental analysis approach with a long-term orientation, primarily managing client accounts on a non-discretionary basis using diversified mutual funds and ETFs.