Be a Cornerstone Champion

Shelli Carlson Chief Experience Officer, CFS Branch Associate, RJFS

Shelli Carlson


BRANCH ASSOCIATE, RJFS | P: 605.357.8553 

Thank you for being a Cornerstone Champion!

Clients often tell me about outstanding service they received from a member of the Cornerstone Team or how their life was positively impacted by the services we provide. They want to tell their friends about the experience, but they’re not sure how to bring it up.

Here are a few easy ways to share Your Cornerstone Story and become a Cornerstone Champion!

Like and follow our company Facebook page, It’s a great way to stay up to date with the team and what’s happening in the Cornerstone offices.

Connect with the Wealth Advisors and other team members on LinkedIn.

Follow the company’s LinkedIn page, Cornerstone Financial Solutions, Inc. 

Forward our Weekly Market Update email. 

Share our social media posts and encourage friends to follow our pages. Tag someone who you think would be interested in the information or our services.

Tell your friends if a Cornerstone team member goes above and beyond to handle a question or provides memorable service. It’s the same as talking about the good service you received at a restaurant or retail store.

If you’d like me to reach out to someone who is ready to uncover what’s truly possible just let me know (link to I’ll simply contact them to see if they’d like information or to meet with an advisor. That’s it!

Do you have any other suggestions for ways to share the #CornerstoneCommunity with your friends? Let me know! And please don’t hesitate to reach out if you have any questions or if I can help in any way! Email or call 605-357-8553.

Cornerstone champion

Sitting On The Same Side Of The Table

As I reflect on last year, I’m reminded of the saying, the only constant in life is change. We faced a global pandemic, volatile financial markets, political and social unrest, the Russian invasion of Ukraine, and the loss of Britain’s familiar face of royalty just to name a few.

After such significant events, I want to thank you for placing your trust in the Cornerstone Team. We don’t take the responsibility lightly. And, for those of you with whom we have an advisory relationship, we want to remind you of our fiduciary responsibility and commitment to you.

Advice from our advisors is conflict-free and is never related to the possibility of earning a potential commission. As fiduciary advisors, we don’t offer products designed to generate unnecessary or excessive fees. Our advisors offer comprehensive financial planning and make investments that are consistent with your risk tolerance and goals.

We believe in full transparency and full disclosure – especially when it comes to fees. As independent fee-based financial advisors, we offer brokerage and advisory services through Raymond James Financial Services. That means that we have an open platform which gives you options to engage with us in the most cost-effective manner.

Different people have different needs and we’ve created an accessible model that allows us to serve you in a way that best suits you. Compensation works in one of the following ways:

For investment and portfolio management clients, we charge an annual percentage based on the amount of assets we’re managing. The advisory fee comes out of your investment account automatically, which makes it simple, trackable, and transparent.


For clients who don’t utilize our investment management services, we have created a Fee for Advice Service platform where we work together to create, maintain, and review financial plans. Call our office for fees and more information regarding this platform.

We offer mostly fee-based planning. Simply put, we are on the same side of the table as you – we participate in the gains, and we participate in the losses. When you do well, we do well. Monthly statements detail your fees, so your standing is always clear.

We know you’ve worked hard for your money and our team of wealth advisors have a deep understanding of financial planning which allows us to give you the highest quality of service there is. We can’t predict what will happen in the coming year, but we know we can plan. Thank you again for placing your trust in us. Don’t hesitate to contact us if you have any questions.


At our Education Event in early September you heard about the passion Gordon and our whole team has for personal and professional development. It’s so important, we’ve identified it as one of our five core values. Be Hungry, Stay Humble is about continuous improvement, pushing through our comfort barriers, and always looking for a better way.  

I’ve had amazing opportunities to learn and grow in the twenty-two years I’ve worked at Cornerstone, and I’m personally grateful Gordon has always encouraged and expected team members to reach for their highest potential. It’s an honor to help drive that effort now.  

I’d like to share one “easy” tool we suggest every new team member get into the habit of using each day. (Because, as James Clear says in Atomic Habits, creating systems and building habits can help us rise above external circumstances. Success often means doing the little things over and over and over again when nobody is watching.)

The DarrenDaily email is a brief but high-energy video by well-respected success mentor, Darren Hardy. One BIG idea, in under 5 minutes, delivered via email every weekday. It’s a great way to focus your energy toward ideas, solutions, and abundance for the day!

Every morning receive one BIG idea to ignite your mind and help you become #BetterEveryDay