Gordon Wollman - Cornerstone Financial Solutions - a podcast by Charley Illg

This week’s guest: Gordon Wollman: Cornerstone Financial Solutions - FOUNDER & CEO, CFS WEALTH ADVISOR, RJFS

Growing up on a farm near Huron, South Dakota, Gordon learned about integrity, hard work and discipline from his Dad, who always said that vacations were for city slickers and bankers. After high school, he went to basic training with the Army and attended South Dakota State University, earning a degree in mechanized agriculture with a minor in agronomy. During college, Gordon went through officer candidate school and stayed connected to the farming community by running a custom hay bailing business on the weekends.

After his father passed away in 1989, Gordon—newly-married and recently graduated—moved back to the farm to run the operation, handle the estate, and help his mother get back on her feet. Those were tough years for farming and, after about three years, a family friend urged Gordon to begin working with an insurance company. He’d learned the importance of having a comprehensive financial plan while helping his mom, and he quickly realized that insurance was just one piece of the financial security puzzle. Knowing that he could serve his clients better with a broader range of tools and education he put his head down & got to work learning everything he could. He soon obtained his CERTIFIED FINANCIAL PLANNER™ certificate, and later earned a master’s degree in financial planning. He’s been successfully helping people pursue their financial goals ever since. As Cornerstone’s Founder and CEO has had the privilege of helping clients pursue their financial goals for 30 years.

Cornerstone Financial believes that you don’t have to settle for the status quo. When your life and wealth are built on a cornerstone, you can pursue greater dreams and make the impact you’re truly capable of making in your own life, in the lives of those you love, and in the legacy you leave behind.

They often work with successful professionals and business owners who have been saving and investing but feel they might be missing out on what’s truly possible for their wealth, their businesses, their lives, and their families.

Hosted By: Johnny Noel - A&B Business Solutions

Producer: Charley Illg - subjectmatter.solutions

DISCLAIMER: The foregoing information has been obtained from sources considered to be reliable, but we do not guarantee that it is accurate or complete, it is not a statement of all available data necessary for making an investment decision, and it does not constitute a recommendation. Any opinions are those of Cornerstone Financial Solutions and not necessarily those of Raymond James. Expressions of opinion are as of this date and are subject to change without notice. There is no guarantee that these statements, opinions or forecasts provided herein will prove to be correct. Investing involves risk and you may incur a profit or loss regardless of strategy selected. Diversification and asset allocation does not ensure a profit or protect against a loss. Holding investments for the long term does not ensure a profitable outcome. Raymond James is not affiliated with and does not endorse the opinions or services of Johnny Noel, A&B Business Solutions, or Behind the Bow Tie Podcast.

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