Stuart Honenberger, CFP®
Stuart Honenberger, originally from Orange, Virginia, has called Williamsburg home since 2002. He is a graduate of the College of William & Mary, where he focused on religious studies and economics.
He began his career at Legg Mason in 2005. Stuart spent four years with Legg Mason and Smith Barney before co-founding Compass Wealth Strategies in 2009. He established Cornerstone Wealth in January 2017. As a CERTIFIED FINANCIAL PLANNER™, Stuart has a deep knowledge of and admiration for the advisory approach to wealth management and is committed to serving as a fiduciary for every client. He thoroughly enjoys being with his clients, building individualized wealth plans, structuring portfolios, and leading the tremendous team at Cornerstone.
Stuart, his wife Elizabeth, and their two daughters, Alice Louise and Shirley, live in the City of Williamsburg. He is active in his church and loves attending sporting and cultural events at William & Mary. Stuart's enthusiasm for his community is highlighted by his board involvement. He is the president of the board for An Occasion for the Arts and also serves on the boards of the Williamsburg Symphony Orchestra and Order of the White Jacket (a W&M alumni scholarship organization).
Shelly Braden, CFP®
Financial Planning Services Coordinator
Shelly Braden joined Cornerstone Wealth in October of 2018 as the Financial Planning Services Coordinator. Originally from Huntersville, North Carolina, she received her undergraduate degree in Business Management from Belmont Abbey College. She began her career in personal financial planning in Los Angeles, CA working for KLS Professional Advisors Group, an independent registered investment advisor with over $4 billion in assets under management, rising to the rank of Senior Associate. She found a passion for the field and has since earned her CERTIFIED FINANCIAL PLANNER™ certification as well as a Master's degree in Financial Planning and Taxation with a Concentration in Estate Planning from Golden Gate University.
As the Financial Planning Services Coordinator at Cornerstone Wealth, Shelly uses her extensive planning experience to build and maintain financial plans for clients. Shelly works closely with Stuart to ensure plans are detailed and personal. The application of her knowledge in estate planning and taxation enhances the impact of Cornerstone Wealth’s financial plans. She systematically reviews strategies and approaches to all aspects of financial planning in order to bring helpful tactics to our clients.
She relocated to Williamsburg in 2017 in order to be closer to family and was most recently a Wealth Advisor at PBMares Wealth Management in Newport News. In her free time, Shelly may be found cheering on the William and Mary cross country and track teams for which her husband Forest is the distance coach.
Client Service Associate
Cheryl Warren, a native of the San Francisco Bay Area, was a part of the Cornerstone team when it launched in January 2017. She began working with Stuart in 2010. Before her move to Williamsburg, she was the executive assistant for 12 years to the CEO of a prominent asset management firm in Greenwich, Connecticut, and oversaw office operations for three U.S. offices and four international offices.
At Cornerstone, Cheryl focuses on client service and communication; she leads our efforts to make every client’s experience exceptional. Cheryl’s experience in operational and administrative tasks allows our wealth advisors to spend more time helping you.
Cheryl and her husband, Brad, live in Williamsburg where they are avid cyclists. They have completed the MS150 Ride to benefit Multiple Sclerosis several times. She volunteers at Dream Catchers for their annual fund-raiser, Bridles and Bow Ties. Cheryl currently teaches group exercise classes at R. F Wilkinson Family YMCA in Williamsburg, and loves baking and spending time with her husband and little beagle, Juju.
Client Service Associate
Dianne McDonald has been a part of Cornerstone since its founding in January 2017. Before helping launch Cornerstone, she worked with Stuart and Cheryl at Compass Wealth Strategies from May 2013 to January 2017. Prior to her work in the financial services industry, she was the online graphic editor and assistant to the publisher with a local publishing company. She has also served as independent consultant and district manager for Arbonne International, focused on sales and marketing, and worked at Williamsburg Christian Academy.
Dianne is known for outstanding client service in a number of administrative roles. She brings her acquired skills to support and enhance the mission of Cornerstone Wealth and wants to develop lasting and meaningful relationships with our clients.
She grew up in Newport News, married her husband, Billy, and raised four children in Williamsburg. She enjoys spending time with her three wonderful grandchildren.
Director of Operations