A Personal Perspective from Jill Mollner, MBA, CFP®

With nearly 20 years in the financial planning industry, I’ve seen firsthand how complex and personal financial decisions can be. Working with individuals and families, helping to navigate everything from retirement transitions to multi-generational planning, I’ve learned that having a strong team around you can make a world of difference.

At Cornerstone, I’m proud to be part of a financial planning team bringing depth, structure, and shared purpose to the way we serve our clients. You’re not just working with one advisor—you’re supported by a group of financial planners, professionals in specialized roles, and a dedicated support team, all working together to help you pursue what’s important to you.

Why Choose a Team of Financial Planners Rather Than a Solo-Operator?

Choosing a financial planning team means consistency, experience, and a depth of resources that usually isn’t possible with a single advisor model. At Cornerstone, our collaborative structure means you’re never left wondering who’s watching your plan, who’s handling your request, or what happens when change inevitably occurs.

How Cornerstone’s Team-Based Approach Sets You Up for Success

• Layered Insight and Collaboration
  Your financial plan benefits from more than one set of eyes. At Cornerstone, we combine layers of insight from advisors, strategic roles across our team, and connections with strategic partners – collaborating to evaluate strategy, talk through decisions, and proactively look for opportunities that support your long-term goals.
• Responsive Support Staff
  From scheduling and document processing to prompt follow-ups and building the #CornerstoneCommunity, our support staff plays an essential role in making your experience smooth, efficient, and personal.
• Local, Independent Investment Thinking
  Our internal Investment Committee meets regularly to review and adjust investment strategies—not based on a distant corporate model, but on local insights, real conversations, and timely market awareness. We also collaborate with fund managers from respected firms like T. Rowe Price and Vanguard to broaden that perspective and keep your plan informed by a wider lens.
• Built-In Continuity and Consistency
  Whether an advisor retires, transitions roles, or you experience a major life change, our team-based approach ensures that your plan continues without disruption. You’re not starting over—you’re moving forward with a team that already knows you and is ready to support your next chapter.

Not Sure Where to Start?

You Don’t Have to Do It Alone

You’ve worked hard to build what you have. You deserve a financial planning team that helps you protect it, grow it, and use it purposefully. At Cornerstone, our structure allows us to go beyond generic advice to deliver strategic, coordinated wealth management tailored to your goals.

We’re here to help you think bigger, plan better, and pursue what’s truly possible—with confidence and connection every step of the way.

Comprehensive Wealth Management, Not Just Investments

Our team approach covers every major area of wealth management to help ensure nothing important gets missed:

• Investment Management
• Protection Planning/Risk Management
• Retirement Planning
• Estate Planning
• Tax Planning Strategies

We can also coordinate with your CPA, attorney, and other financial professionals to offer a more aligned and comprehensive strategy for your financial life.

Education, Connection, and Proactive Support

More than simply managing your plan, we make sure you understand it, stay updated, and feel confident in the decisions ahead. That includes:

• Regularly Scheduled Strategic Review Appointments
• Weekly Market Update Emails
• Quarterly Newsletters and Tax Reports
• Educational Workshops
• Small Group Events—because meaningful planning often starts with real conversations

You Deserve a Team That’s Focused on You

We’re here to help you think bigger, plan better, and pursue what’s truly possible—with confidence and connection every step of the way. If you’re ready to experience what a team-first approach can do for you, let’s talk, we’ve helped hundreds of people build a financial plan to reflect their values, timeline, and future lifestyle.

Contact us to schedule a strategic review today.

605-357-8553 in Sioux Falls

605-352-9490 in Huron

Or email cfsteam@mycfsgroup.com

Raymond James does not provide tax or legal advice. You should discuss these matters with the appropriate professional. CSP #839953. Exp. 7.11.26.