225 10th St. N
Mountain Lake, MN 56159
Navigating Your Financial Future
Mutual Funds, ETFs, life insurance, annuities, 401k, 529 plans, IRAs, structured products... making sense of investments can feel overwhelming. With so many options available, it might seem impossible to find the right strategies for your money.
You’re in the right place.
With 25 years of experience in the financial industry, Chad specializes in finding the best ways for your money to work for you. When he works with you, he’s not just helping you find sound investments; he’s investigating options that align with your goals. He’ll collaborate with your accountant to reduce tax consequences and your attorney to facilitate a successful estate transition. He will tailor solutions that fit where you are and lead to where you want to go. His services are holistic and customized to your personal situation.
This is his passion and his expertise.
Growing up a farm kid and starting several businesses, Chad learned the value of hard work and financial literacy. As a 14-year veteran with Edward Jones, he built a branch from the ground up. He’s now done the same as an independent financial advisor at Cornerstone Wealth Management … now utilizing additional resources to find the best strategies for each client.
With four kids ranging from 16-25, their activities take up the majority of his free time. 🙂
Our Team
Nikole Kestner
Office Administrator
nikole.kestner@lpl.com
Nikole has an extensive background in office administration and working with people, as well as the ability to problem-solve. She plays a crucial role in the day-to-day operations of the Chad's office.
Nikole’s responsibilities include managing administrative functions, coordinating with other staff and ensuring that clients receive the highest level of service. Her commitment to customer satisfaction has made her an invaluable asset to the team.
Outside of work, Nikole enjoys spending time hiking and traveling with her husband and 2 children. She is deeply involved in her local church, contributing her time and energy to serve her community.