Edward Jones - Financial Advisor: David O'Brien, AAMS®

Cornerstone Home Lending, a division of Cornerstone Capital Bank, SSB NMLS ID # 2258 Cornerstone Home Lending was created in 1988 with the purpose of making a positive difference in the lives of others through the platform of home lending. Over three decades and nearly 500,000 satisfied families later, Cornerstone was approved as a state savings bank in October 2022. We are humbled to be a Top 50 National Lender with the highest ratings for customer service and team member satisfaction among all home lenders. Through helping our Team Members build individual legacies of service and kindness, our positive impact on others will continue to grow.

Fortress Planning Group, based in Madison, WI, is an independent, fee-only, fiduciary firm specializing in comprehensive wealth management plans for families and individuals. Their holistic approach focuses on coaching clients towards a secure financial future, serving as dedicated stewards for successful family units across the country. With a strong emphasis on investment management, retirement planning, income tax planning, insurance planning, and estate planning, Fortress Planning Group offers tailored strategies to help clients navigate the complexities of wealth management. Their goal is to alleviate the burden of financial decision-making for family stewards, allowing them to focus on caring for their loved ones while the firm creates a customized blueprint for their family fortress.Generated from the website

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