Bradley A. Berger, CAP®, CFP®, CLF®
Chief Executive Officer & Owner
Brad is a CERTIFIED FINANCIAL PLANNER™ Professional and brings a quarter of a century of comprehensive financial planning experience to Cornerstone Financial Strategies. Previously, Brad served with an international financial-planning firm, starting in private practice and culminating a 17-year career as the Director of Advisor Operations. Recognizing he wasn’t living the advice he routinely gave to both clients and advisors to maintain a balanced and high quality of life, he decided to return to private practice in 2008 in order to spend more time with his family and in his community.
William T. Pickles, RFC®
Chief Investment Officer & Owner
Bill is a Registered Financial Consultant® and has worked professionally in the wealth-management and financial-planning arena for over 24 years. He has advised individual and institutional clients, regarding their investment portfolios, while Sr. Vice President with Eagle Asset Management and John Hancock Private Client Group. Prior to partnering with Cornerstone Financial Strategies, in 2007, Bill developed a financial-planning practice at Lincoln Financial Advisors, providing clients with guidance and creative-design ideas, in the key areas of investment management, retirement income planning, risk management, and estate and legacy planning. At Cornerstone, Bill’s specialties include financial-plan design and eMoney 360 Pro integration; as well as investment-portfolio construction and monitoring.
Michael K. Pickles, CFP®, MBA
Chief Operating Officer & Owner
Mike, a CERTIFIED FINANCIAL PLANNER™ Professional, joined Cornerstone Financial Strategies as a Managing Partner and Co-Owner, in September 2012, bringing his now nineteen years of experience in the financial-services industry to benefit the family of Cornerstone clients. Previously with Vanguard, one of the world’s largest mutual-fund companies, Mike has served both retail and institutional clients during his career; most recently as the Senior Manager responsible for the $29 billion Institutional Recordkeeping Services group in Scottsdale, Arizona.
Brian K. Young
Brian is our Trusted Advisor for the Mississippi Gulf Coast, serving clients throughout the Southeast. A successful client during his active duty Navy career, he translated that experience to the role of financial planner and advisor, with an independent financial-services firm for over 14 years. He assisted military families in pursuing their financial goals through developing, implementing and executing long-term savings, insurance and investment plans as the foundation for family security upon leaving military service. Brian’s experience gradually led to the Values-Based Financial-Planning™ philosophy, where he joined Cornerstone Financial Strategies in 2012 to expand providing the highest level of comprehensive financial services through our team approach.
James B. Wilson VII,CFP®
Director of Client Service
First joining the Cornerstone team in May 2007, JB is the Director of Client Service and a CERTIFIED FINANCIAL PLANNER™ Professional. JB has over nine years of experience in the industry, holds the FINRA series 7 registration with LPL Financial, the series 66 registration with Financial Advocates Investment Management, and maintains life, health, disability, and long-term care insurance licenses.
Jim Feist CFP®, CLU®
Jim is a CERTIFIED FINANCIAL PLANNER™ Professional and has worked in the financial services industry for thirty-seven years. In 2016, he brought this wealth of experience to the Cornerstone Financial Strategies team. He specializes in comprehensive financial planning with a focus on serving the financial and estate planning needs of small business owners and professionals. This includes planning for risk protection, investment and asset allocation, retirement, education, estate preservation, and tax management strategies. He has extensive experience working with CPA’s and Attorneys and this allows him to create a comprehensive approach to financial planning.
Laura F. Baker
Laura joined the Cornerstone Team in April 2010, as Co-Director of First Impressions. She is currently our Operations Manager, overseeing many aspects of running the office, all bookkeeping and financial tracking. Laura assists JB, our Director of Client Services, in many areas of managing client accounts. Laura attended Highline Community College for 2 years, while working as a Bank Teller.
I’m Cornerstone’s Paraplanner. I started in June 2017. My main duties include gathering client data and entering that data into eMoney so a financial plan may be built around it. In addition, I assist the team in all areas of Client Service.
I grew up in the Southern Tacoma area. I graduated from Pacific Lutheran University in May 2017 with a Bachelor’s degree in Financial Mathematics. At PLU, I worked on-campus in the Student Employment Office for 3 years and I was also involved in Ignite Campus Ministry. During my last semester at PLU, I interned for Safe Streets Campaign in Tacoma as a Data Assistant.
Sue Lange-Pickles joined the team in January 2017 as Cornerstone’s Administrative Manager. Her previous position before joining Cornerstone was a Branch Office Administrator for Edward Jones in Gig Harbor. Prior to Edward Jones, Sue worked at Vanguard and JP Morgan Chase for 20 years collectively where she held management level roles. She has a Bachelor of Science Degree in Sociology from Arizona State University. Sue and her husband Mike, have two sons, Ryan and Brandon, and live in Gig Harbor. Sue enjoys serving our clients and professional partners. She also enjoys attending her sons’ school and their various sports activities.
Jacki joined Cornerstone Financial Strategies (CFS) in October 2017 as a LPL Registered Administrative Associate, bringing with her over 10 years of industry experience to the team. She began her career as an analyst for Russell Investments, and has held a variety of operations and service focused roles since. In 2013, driven by a desire to serve individual and small-business clients, Jacki transitioned away from the institutional side of the industry to become a Financial Advisor with Edward Jones. Most recently, she has been assisting high net worth families and foundations while managing their financial affairs as an Associate Client Manager for Cornerstone Advisors (not related to CFS) in Bellevue, Washington.