Our Qualifications

Michael E. Moffitt, ChFC

It's important to choose a financial adviser who is competent and fully understands your needs and values. More importantly, you want an adviser that listens and cares.  As president and founder of Cornerstone Financial Group, Mike Moffitt is registered as an Investment Adviser Representative in Iowa. Mike graduated from Creston, Iowa High School and then from Iowa State University.

With over 22 years of experience in the financial services industry, Mike has helped clients through many different financial situations.  While each client and each situation is different, his training and life experience is the added value he brings to each case.  Mike began his financial consulting career in 1985 with a small national financial planning and investment company headquartered in Kansas City, MO. He founded Cornerstone Financial Group in 1987. 

He received his Chartered Financial Consultant designation (ChFC) through the American College in Bryn Maur, PA.  He has completed courses on Fundamentals of Financial Planning, Business Taxation and Planning, Fundamentals of Estate Planning (I&II), Wealth Accumulation Planning, Decision Making at Retirement, Income Taxation, Investments, and Life Insurance.

Mike has also had a number of articles published on financial and estate planning topics.

He believes in community service and giving back to the community.  His current and past memberships and community activities have included: 

Trustee, Iowa 4-H Foundation  (current)

Member, Des Moines (IA) Estate Planners  (past)

President, Creston (IA) Activities Booster Club  (past)

Treasurer, Union County Development Association  (current)

Past President, St. Malachy Foundation  (past)

Board member, Southern Prairie YMCA  (past)

Past President, Holy Spirit Board of Education  (past)

Mike is a registered representative of National Planning Corporation (NPC), member FINRA, SIPC., a national broker dealer, and offers investment securities to the general public.   Cornerstone Financial Group and NPC are separate and unrelated companies.

Judith A. Moffitt

Judy is FINRA Series 6 licensed.  She handles basic mutual funds transactions on the direction of Mike Moffitt and also is responsible for maintaining our client contact management system, arranging for in-office reviews and scheduling.  She also is the business manager for Cornerstone Financial Group, a position she has held for over 12 years.

Ginny Fett

Ginny is Cornerstone Financial Group's office manager.  She prepares client reviews for Mike Moffitt, handles calendar scheduling and takes care of most back office activities.  Prior to joining Cornerstone Financial in 1997, Ginny was a legal secretary in Des Moines.