Gordon Wollman, MS-Financial Planning, CFP®, ChFC, CMFC®, CRPS®, AWMA®, AAMS®, ChFEBC℠
Founder & CEO, CFS
Wealth Advisor, RJFS
Gordon spends most of his days meeting with clients. Please contact Lead Client Relationship Manager, Shannon Naser, for a quicker response.
Cornerstone’s Founder and CEO has had the privilege of helping clients pursue their financial goals for over 25 years.
Richelle Hofer, AAMS®, AWMA®, CRPC®, ChFEBC℠
Partner, CFS
Wealth Advisor, RJFS
Richelle spends most of her days meeting with clients. Please contact Client Relationship Manager, Domenica Mills, for a quicker response.
Richelle is passionate about helping people enrich their lives through financial planning. She works hard to understand who you are
Jill Mollner
Wealth Advisor
MBA, CFP®
Jill spends most of her days meeting with clients. Please contact Client Relationship Manager, Lorenda Grace, for a quicker response.
Jill brings over 16 years of experience in the financial planning industry and a passion for outstanding client service to every interaction...
Andrew works closely with and assists the Financial Advisors in the administrative aspects of developing financial plans and recommendations...
With a degree as a Paralegal, Dawn joined Cornerstone after working as a legal secretary for almost 12 years. Dawn’s duties are varied and include appointment preparation, running financial reports, back up trading, and...
Shelli has been in the financial industry for more than 25 years and worked for Gordon when he was first getting started back in the golden old days. Shelli works to develop new relationships with those who want to know more about what...
A graduate of Huron High School, Amy joined the Cornerstone team in 2016. Prior to working in the financial services industry, Amy worked for the Huron...
Stephanie Gerrits joined the team in December 2020 as a Client Relationship Manager in our Huron office. She worked for Cornerstone Financial following college, from 2003-2006, and has spent the last 14 years working in Ag Lending...
Lorenda began working in the financial services industry nearly 15 years ago. She assists clients by processing investment applications, following up on account transfers and answering account questions. A life-long Huron resident,...
Originally born in Wels, Austria, Gita’s family moved to Sioux Falls when she was seven years old. Gita and Jan share responsibilities at the front desk in our Sioux Falls office, greeting clients, directing incoming calls,...
Prior to joining Cornerstone, Lori worked in the banking industry for 25 years. Lori Directs the incoming calls to the appropriate team member, schedules appointments, processes mailings, and completes a...
Domenica joined the Cornerstone team in April 2019 after more than 17 years in the healthcare field. In her role as Client Relationship Manager, she assists clients by processing investment applications and paperwork, addressing client...
With over 15 years of experience, Shannon has a lengthy background in a variety of roles within the financial services industry. Shannon joined Cornerstone in August of 2017 after being a client for over 7 years. In his current role,...
Teri manages marketing and advertising activities, event planning and communications for the practice. Teri and her husband Rob enjoy traveling and playing with their two Morkies.
Michelle has worked in the financial services industry for over 20 years. In her current role, Michelle keeps the team focused on excellent client service by ensuring that efficient systems and processes are in place...
Jan moved back to Sioux Falls in 2005. Her parents, 4 younger brothers and 1 older sister all lived in Sioux Falls at that time. Her parents have since passed, but brothers and sister are still alive and well. Jan has one daughter who...
Founded in 1962 and a public company since 1983, Raymond James is a diversified financial services holding company with subsidiaries engaged primarily in investment and financial planning, in addition to investment banking and asset...