Okemos, MI Office

Joshua Vandyke is a financial advisor at Cornerstone Wealth Partners, LLC with six years of industry experience. He holds a Series 65 designation and has worked at Cornerstone Wealth Partners since 2018. Prior to that, he spent eight years at Churchhill Mortgage. Cornerstone Wealth Partners provides advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, and businesses. The firm manages approximately $12.8 million across 59 client households and employs an academic, evidence-based, globally diversified investment approach with quarterly model reviews and rebalancing.

Timothy Whelan is a financial advisor at Cornerstone Wealth Partners, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at The O.N. Equity Sales Company and Churchill Mortgage Corporation. Outside of his advisory role, he is involved with Stafford Pathways, LLC, where he provides consulting, business valuations, and operates a sports league. Cornerstone Wealth Partners is a team-based investment adviser serving individual investors, plan sponsors, trusts, estates, charitable organizations, and small businesses. The firm employs an academic, evidence-based approach using globally diversified mutual fund and ETF models with periodic rebalancing and offers services including financial planning, portfolio management, and college-savings advice.

Joshua Richline is a financial advisor with Cornerstone Wealth Partners, LLC in Okemos, MI. He holds a Series 65 designation and has one year of industry experience. Prior to joining Cornerstone Wealth Partners, Joshua worked at Churchill Mortgage and has experience in education, including serving as a part-time assistant men's volleyball coach at Cornerstone University. Cornerstone Wealth Partners provides advisory services to individual investors, retirement plans, trusts, estates, charitable organizations, and businesses, managing approximately $12.8 million across 59 client households. The firm employs an academic, evidence-based, globally diversified investment approach and offers financial consultations, college-savings guidance, and plan-level services for employer-sponsored retirement plans.

Maxwell Beals is a financial advisor at Cornerstone Wealth Partners, LLC with a Series 65 designation and one year of industry experience. His prior work includes roles in media, landscaping, automotive sales, and community involvement with University Reformed Church. Cornerstone Wealth Partners is a team-based, SEC-registered investment adviser serving individual investors, plan sponsors, trusts, estates, charitable organizations, and small businesses. The firm employs an evidence-based investment approach focused on globally diversified mutual fund and ETF models, and provides financial planning, portfolio management, and educational resources to its clients.

William Wiarda is a financial advisor with Cornerstone Wealth Partners, LLC in Okemos, MI, holding a Series 65 designation and six years of industry experience. He has been with Cornerstone Wealth Partners since 2015 and also works with Churchill Mortgage. In addition to his advisory role, Wiarda is a Dave Ramsey Certified Financial Coach, providing debt freedom coaching. Cornerstone Wealth Partners is a team-based, SEC-registered investment adviser serving individual investors, plan sponsors, trusts, estates, charitable organizations, and small businesses. The firm employs an academic, evidence-based investment approach focused on globally diversified mutual fund and ETF models with periodic rebalancing.

Evan Vanderwey is a financial advisor with Cornerstone Wealth Partners, LLC, holding a Series 65 credential and possessing 16 years of industry experience. He has worked at Cornerstone Wealth Partners since 2008 and has also served as a loan officer and manager at Churchill Mortgage since 2013. Outside of his advisory role, he is the owner of Taste Coffee Company, a coffee shop. Cornerstone Wealth Partners provides advisory services to individual investors, retirement plans, trusts, estates, charitable organizations, and businesses. The firm employs an academic, evidence-based, globally diversified investment approach and offers both discretionary asset management and co-advisory services.

Nathan Stump is an advisor at Cornerstone Wealth Partners, LLC, holding Series 65 and Series 66 credentials with less than one year of industry experience. His prior roles include positions at Edward Jones, The River Crew, and involvement with Alaska Christian College and Click Nonprofit. Cornerstone Wealth Partners is a team-based, SEC-registered investment adviser serving individual investors, plan sponsors, trusts, estates, charitable organizations, and small businesses. The firm follows an academic, evidence-based investment approach using globally diversified mutual fund and ETF models, providing financial planning and portfolio management services to approximately 429 client households.

Joshua Thomson is a financial advisor with Cornerstone Wealth Partners, LLC, holding a Series 65 designation and six years of industry experience. His prior roles include positions at the Federal Aviation Administration and Churchill Mortgage. Outside of his advisory work, he owns and operates a short-term rental property and a golf cart rental business. Cornerstone Wealth Partners is a team-based SEC-registered investment adviser serving individual investors, plan sponsors, trusts, estates, charitable organizations, and small businesses. The firm employs an academic, evidence-based investment approach using globally diversified mutual fund and ETF models, managing approximately $146 million for around 429 client households through discretionary and co-advisory arrangements.

Steven Vanderwey is a financial advisor at Cornerstone Wealth Partners, LLC with 16 years of industry experience. He holds a Series 65 designation and has worked at Cornerstone since 2008. In addition to his advisory role, Vanderwey is involved as a loan officer and manager at Churchill Mortgage, a non-investment related business. Cornerstone Wealth Partners serves individual investors, retirement plans, trusts, estates, charitable organizations, and businesses, managing approximately $12.8 million across 59 client households. The firm employs an academic, evidence-based, globally diversified investment approach with quarterly model reviews and offers both discretionary asset management and co-advisory services.

Samuel De Goffau is a financial advisor at Cornerstone Wealth Partners, LLC, holding a Series 65 designation. He has been with Cornerstone Wealth Partners since 2023 and previously worked at Cornerstone University and Sawyer Built LLC. He has also spent several years involved in homeschooling. Cornerstone Wealth Partners is a team-based, SEC-registered investment adviser serving individual investors, plan sponsors, trusts, estates, charitable organizations, and small businesses. The firm uses an academic, evidence-based approach with globally diversified mutual fund and ETF models and provides a range of financial planning and portfolio management services.