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Team

From Estate Planning to Retirement Planning in Iowa, The Cornerstone Team Has The Experience You Need.

Our Background

Our Background

Our passion for planning, advising and investing for farmers and business owners comes from our own background as a family-owned business in the farming and agriculture industry. Having lived, owned and worked our farm in Creston, Iowa for over 30 years, we understand the unique planning needed for businesses and families like yours. We still own and run our Creston farm, in addition to our financial planning business. We are committed to understanding the unique needs of your family, and provide planning and investing services with the same care, quality and attention to detail we would expect from our own.

Learn more about the impact agriculture has had on Mike’s career and why it’s important to him.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Mike Moffitt, ChFC,CEPA

President, CEO

800-827-5577

(641) 782-4104

mikem@cfgiowa.com

Whether it’s estate planning or retirement planning in Iowa, 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...

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Klaus Steinke, CFP®

Vice President, Wealth Advisor

800-827-5577

641-782-4104

klaus@cfgiowa.com

Klaus Steinke assists you with your wealth advisory needs by specializing in investment advice, tax strategies, estate planning, risk mitigation and charitable giving strategies. He has received the designation of Certified Financial...

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Jim Zipursky

Jim provides investment banking and mergers and acquisitions support through the partnership between Corporate Finance Associates (Mid-West and Mid-South divisions) where he is Chairman/CEO and Silver Oak Securities, Inc., our broker...

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Judy Moffitt

Judy is Cornerstone Financial Group’s Business Manager and also is responsible for maintaining our client contact management system, arranging for in-office reviews and scheduling. She has been Cornerstone Financial’s...

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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...

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Michelle Byer

Michelle is our Client Services Specialist. In that position, she arranges for client reviews and assists in preparing the reviews and analyzing the client’s current situation. She comes to us from Ringgold Mutual Insurance...

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