Committed to Clarity
The world of investing and retirement planning can be complex. Our goal is to make it as simple as possible for our clients by educating you on your options.
We start with where you are financially, identify what you want retirement to look like, and then implement a plan that puts you on the path to your goals – making sure we review and revise as life changes.
Chad Walton, AAMS®
Dedicated to You
A great relationship is based upon a solid foundation of trust and respect. Chad Walton is dedicated to providing the level of proactive service and the collaborative relationship that you have a right to expect as a client. He strives to bring confidence and understanding to your financial life through a straightforward approach and clear guidance.
Ashley Cross
Administrative Assistant
314.394.1671
Creating meaningful relationships and serving as additional support to clients gives Ashley Cross great satisfaction in her role as Administrative Assistant. Raised in a family of financial professionals, her interest in the industry developed from a young age and has grown alongside her knowledge and exposure.
Ashley attended Southern Illinois University Edwardsville where she received a bachelor’s in business administration, focusing her studies on finance. Prior to joining Cornerstone, Ashley worked for over two years as an administrative professional at another financial services firm.
When she’s not in the office, Ashley enjoys staying fit and making regular trips to the gym. She currently resides in Edwardsville, Illinois with her long-term boyfriend, Tyler, and their cat, Mia.