Broker Check

Our Team

Daniel Smith, CFP

Daniel is a CERTIFIED FINANCIAL PLANNERTM practitioner who graduated from Roberts Wesleyan College. Dan is a Registered Principal with LPL Financial. He enjoys quality time with his wife Mendy, their son Kellan, and their daughter...
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Michelle Prok

Michelle has earned her Chartered Retirement Planning Counselor designation and has been advising clients since 1995. A graduate of Ohio State, Michelle and her husband Gary moved to Rochester in 1980 and quickly became active in a...

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Matthew Prok, CFP

Matthew is a CERTIFIED FINANCIAL PLANNERTM and has earned both his Securities and Life Insurance licensing. An alumnus of the University at Buffalo, Matthew graduated with degrees in both Business and Communication. Prior to joining...
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Becky Blowers

Becky is a certified Registered ParaplannerTM, which she completed through the College of Financial Planning in 1998. Becky also graduated with a BS in Business Administration from Roberts Wesleyan College in 1997. She joined the...
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Margaret Wells

Margaret currently works part-time in an Administrative Assistant role for Cornerstone fulfilling general office duties on a daily basis. She joined the team in 1991 when she worked as a paraplanner and office manager until 2003 when...
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