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 business advisory and 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.
Mike Moffitt, ChFC,CEPA,CVB
President, CEO
(641) 782-4104
Whether it’s estate planning or retirement planning 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...
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...
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...
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...
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...