Your Financial Partner for Life

Stuart began serving as an advisor in 2006 and founded Cornerstone Wealth in 2017. His goal has always been to provide clients with clarity where there is confusion and confidence where there is uncertainty. As a CERTIFIED FINANCIAL PLANNER^™, Stuart has a deep knowledge of and admiration for the advisory approach to financial services and is committed to serving as a fiduciary for every client. He thoroughly enjoys spending time with his clients, building individualized financial plans, guiding portfolios, and leading the team at Cornerstone. Stuart and his wife enjoy raising their four children near the campus of William & Mary, where they fell in love and grew in their faith.

After four years working for another Richmond firm, Matt joined Cornerstone Wealth in 2019 and opened its Richmond office. With a deep love for people and desire to help create order out of chaos, Matt passionately seeks to serve, teach, and guide in a fiduciary capacity. As a CERTIFIED FINANCIAL PLANNER™, he has an extensive knowledge of retirement income distribution planning, risk management, estate planning analysis, tax & unique charitable giving strategies. He loves finding the most efficient and effective approaches that will support each client’s unique goals.  Matt and his wife, Teryn, are proud parents of their three daughters, Anna, Nora Beth & Jillian. In his free time you might find Matt running, hiking, traveling or volunteering with his local church.

After making a transition from law to wealth management in 2019, Blake joined Cornerstone in 2023 following four years with another Virginia based independent firm. Blake’s mission is to share her knowledge and expertise with clients to help them achieve financial well-being and to smooth their journeys as they walk through life’s ups and downs. Blake is particularly passionate about helping clients through the transitions of widowhood, divorce, and caregiving. Blake has twin boys from her first marriage and a son with her second husband. Blake has been a member of the Williamsburg Community Chapel for over a decade.

Lee began in the finance industry in 2006 and has spent the majority of his career helping individual investors reach their personal financial goals. His experience ranges from leading a team focused on serving “do-it-yourself” investors to creating portfolios for higher net worth clients. He leads portfolio management, construction, research, and trading for Cornerstone Wealth and has a passion for helping make the complexities of the market understandable. In 2022, he became a Certified Investment Management Analyst designee. Lee lives in Newport News with his wife, daughter, and a rambunctious little Yorkie.

Kimberly serves as the Director of Operations and joined the Cornerstone team in 2018. She has spent her career in financial services and leverages her extensive experience in the field to enhance our existing processes in our continual effort to improve. She focuses on overseeing operations, maximizing efficiency, and ensuring effectiveness for each individual on our team. Whether interacting with a client directly or a member of the team, she is committed to positively impacting those she supports and serves. Kimberly loves being a part of her hometown community, spending her free time boating on the James, and seeking out traveling adventures (Kenya, Thailand, Japan, and Israel have been some of the highlights)!

Cheryl serves as Senior Client Service Associate at Cornerstone Wealth.  Her previous experience in customer service & finance blended perfectly to create her dream job. She leads our efforts to make every client’s experience exceptional. Her diligent research and consistent follow through have been pillars of the service culture that has been built at Cornerstone. Cheryl enjoys so many aspects of her position but sharing the successful completion of tasks with clients is her favorite.  She loves Bay Area sports teams, cycling, running, knitting, and spending time with her husband, Brad, and little beagle, JuJu.  

Dianne began her financial industry experience in 2013 when she became a Client Service Associate, working with Stuart and Cheryl to serve clients.  She quickly learned that her love of people and desire to serve others was a perfect match for this career.  She was a part of Cornerstone Wealth’s launch in 2017.  Dianne goes to work every day, excited to assist advisors, team members, clients, and guests. She and her husband, Billy, have four beautiful grown children, one great son-in-law and three amazing grandchildren.  Family and faith are her greatest passions.

Blaire Ruch joined Cornerstone Wealth in April of 2019 as a Client Service Associate and is passionate about serving with excellence. Blaire’s attention to detail and care for our clients is exceptional, whether it’s opening accounts or following through to make sure a charitable donation was received. Blaire has a hunger to learn more about the financial industry, and she enjoys helping our advisors prepare for client meetings. For Blaire, work is and should be fun! Originally from Mechanicsville, Virginia, Blaire is married to her college sweetheart, Hunter, and has four children and a goldendoodle.

Michelle joined Cornerstone in June of 2019 as a Client Service Associate. She started working in the finance industry in 2013 at a firm that was also part of the Commonwealth Financial Network. She is dedicated to providing accurate and thoughtful service to every client task. She enjoys the relationships she builds with clients and believes her work can help deepen the trust between the client and Cornerstone Wealth. Michelle and her husband live in Richmond and love to explore Virginia with their four children.

Susan joined Cornerstone as a Client Service Associate in 2021, after a similar role at another financial services firm. Throughout her career in service, and specifically in the finance industry, she has enjoyed working in a collaborative environment and developing relationships with each client. She ensures that each task and client need is addressed with both care and attention to detail. After moving frequently in her career, Susan settled in Richmond in 2005 and met her husband, Jeff. She loves to travel and especially enjoys hiking and being in nature. She also stays busy volunteering with her church and other charitable organizations that support the community.

Ashley joined Cornerstone Wealth in the Spring of 2023 as a Client Service Associate after a 9-year tenure in a similar role at another firm. Throughout her career in financial services, she has become most passionate about building strong client relationships. Ashley is focused on the highest level of service and dedicates the time necessary to meet a client’s needs with care. She lives in York County with her husband Caleb, their two children and two bulldogs. In her free time, Ashley is either working in her photography business, traveling, or enjoying live music.

Nicola joined Cornerstone Wealth in January 2024 as a Receptionist. She brings 15 years of experience in client and customer service from her previous positions in retail management and office administration. Nicola is a dedicated team player and loves being able to support and serve the team and clients of Cornerstone. She was born in London, England and moved to Williamsburg as a child when Colonial Williamsburg relocated her family to the area. She enjoys spending time with her 3 adult children, her precious granddaughter, and her 3 very supportive sisters.