A Message from Our Founder
I grew up on a farm in Carpenter, South Dakota, miles from the nearest large town. As a little boy I drove tractor with my dad and learned important lessons about hard work, patience, standing by your word, and living with purpose.
As a farmer, today’s success is built on the work you did yesterday. Whether you’re prepping for spring or forecasting for harvest, you need to be strategic and base your work on the cornerstone of a solid plan. The same is true for most business owners and professionals. They come to us to make sure they’re building on a solid foundation. Are we doing this the right way? What are we missing?
That’s why I started Cornerstone Financial Solutions: to help you see the possibilities and build a cornerstone plan to help you pursue them. With a solid foundation, you’ll find the confidence to help make a true impact and live the life you’ve imagined.
~Gordon Wollman
Meet Our Team
Wealth Management Team And Leadership
Gordon Wollman
MS-Financial Planning, CFP®, ChFC, CMFC®, CRPS®, AWMA®, AAMS®, ChFEBC℠
Founder & CEO, CFS
Wealth Advisor, RJFS
Jill Mollner, MBA, CFP®
Wealth Advisor, RFJS
Branch Operations Manager
Andrew Ulvestad, CFP®, AAMS®
Wealth Advisor
Shelli Carlson
Chief Experience Officer, CFS
Branch Associate, RJFS
Michelle Stahl
Partner, Chief Operating Officer, CFS
Office Manager, RJFS
Client Service Team
Shelby Bierema, FPQP®
Manager of Client Relations
Shannon Naser
Lead Client Relationship Manager
Stephanie Gerrits, FPQP®
Client Relationship Manager
Riley Miller
Client Relationship Manager
Jan Taylor
Client Service Assistant, CFS
Branch Associate, RJFS
Administrative And Support Team
Debby Enstad
Experience Team Strategist, CFS
Branch Associate, RJFS
Liz Opfer
Personal Assistant, CFS
Branch Associate, RJFS
Lori Mack
Director of First Impressions, CFS
Branch Associate, RJFS
Sarah Micek
Experience Team Manager, CFS
Branch Associate, RJFS
Teri Roest
Marketing Manager, CFS
Branch Associate, RJFS