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Your Comprehensive Financial Planning Partner
Cornerstone Financial Solutions was founded on the principle that financial planning should be built on a solid foundation, much like the agricultural roots of its founder. Our team specializes in creating comprehensive wealth management strategies tailored to successful professionals, business owners, and retirees. With expertise in retirement planning, tax optimization, investment management, and estate planning, we act as the quarterback of your financial life, coordinating with attorneys, tax professionals, and insurance experts to ensure no detail is overlooked.

Our client-first approach combines personalized service with exclusive resources like EverSafe fraud monitoring and ClearMatch Medicare guidance, empowering clients to pursue their dreams with confidence. Backed by Raymond James' technological safeguards and a disciplined investment committee, we provide both the strategic planning and personal support needed to navigate complex financial landscapes.
Services
Retirement Planning Tax Strategies Investment Management Estate Planning Risk Management
Highlights and features
  • We offer CFP professionals with specialized expertise in retirement and tax planning
  • Our coordinated approach integrates estate, investment, and risk management strategies
  • Exclusive client benefits include fraud monitoring and Medicare guidance
  • Client-first practices prioritize personalized service over generic solutions
  • Backed by Raymond James' cybersecurity infrastructure and investment research
What people say
Personalized attention Professional expertise Exclusive retirement resources Trustworthy advisors Comprehensive planning
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Services
Retirement Planning
Our retirement planning service creates customized strategies to help clients achieve financial independence. We analyze current assets, project future needs, and develop tax-efficient withdrawal plans. The process includes Social Security optimization, pension analysis, and legacy planning to ensure financial security throughout retirement. Our approach integrates with broader wealth management goals.
Tax Strategies
We develop comprehensive tax reduction strategies tailored to individual circumstances. Our services include analyzing tax brackets, optimizing deductions, and implementing legal tax-saving vehicles. We coordinate with CPAs to ensure compliance while minimizing tax liabilities for both current income and future wealth transfers.
Investment Management
Our investment management service creates diversified portfolios aligned with risk tolerance and financial goals. We employ a disciplined approach using both active and passive strategies. Regular portfolio reviews ensure alignment with market conditions and evolving client needs while maintaining strict risk management protocols.
Estate Planning
We help clients develop comprehensive estate plans to preserve wealth for future generations. Services include creating wills, trusts, and power of attorney documents. Our team coordinates with legal professionals to ensure proper asset titling and implement tax-efficient transfer strategies.
Risk Management
Our risk management service identifies potential threats to financial security and implements protective measures. We analyze insurance needs for life, disability, long-term care, and liability coverage. The process ensures adequate protection against unexpected events while avoiding unnecessary insurance costs.
People
Gordon Wollman
Founder & CEO
Gordon Wollman, with multiple financial certifications, founded Cornerstone Financial Solutions to help clients build solid financial foundations. His agricultural background informs his approach to strategic planning and wealth management.
Jill Mollner
Wealth Advisor
Jill Mollner, a CFP professional, serves as Branch Operations Manager and Wealth Advisor. She brings extensive experience in financial planning and client relationship management to support clients' wealth management goals.
Andrew Ulvestad
Wealth Advisor
Andrew Ulvestad, holding multiple financial designations, provides wealth advisory services focused on retirement planning and investment strategies. His expertise helps clients navigate complex financial decisions.
Shelli Carlson
Chief Experience Officer
Shelli Carlson leads client experience initiatives, ensuring high-quality service delivery across all client interactions. Her role focuses on maintaining the firm's client-first service philosophy.
Michelle Stahl
Chief Operating Officer
Michelle Stahl manages operational aspects of the firm as Chief Operating Officer. She ensures efficient business operations while maintaining high standards of client service delivery.
Questions
What services does Cornerstone Financial Solutions offer?
We provide comprehensive wealth management services including retirement planning, tax strategies, investment management, estate planning, and risk management tailored to individual client needs.
How does Cornerstone's approach differ from other financial advisors?
We act as the quarterback of your financial life, coordinating with other professionals to create integrated solutions. Our exclusive client benefits and personalized planning process set us apart.
What retirement resources are available to clients?
Clients receive exclusive access to EverSafe fraud monitoring, Everplans digital organization tools, ClearMatch Medicare guidance, and PinnacleCare healthcare advisory services through our partnerships.
How does Cornerstone protect client information?
We utilize Raymond James' multilayered cybersecurity infrastructure including encryption, secure networks, and 24/7 system monitoring to protect client data and financial information.
What qualifications do your advisors hold?
Our team includes Certified Financial Planners (CFP) and professionals with advanced designations like ChFC, CMFC, and CRPS, ensuring comprehensive financial expertise across all service areas.
How are investment decisions made for client portfolios?
Our Investment Committee conducts independent portfolio evaluations, proactive market planning, and selects high-conviction strategies based on rigorous analysis of market conditions and economic trends.
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