Cornerstone Wealth Partners, LLC

Joshua Vandyke is a financial advisor at Cornerstone Wealth Partners, LLC with six years of industry experience. He holds a Series 65 designation and has worked at Cornerstone Wealth Partners since 2018. Prior to that, he spent eight years at Churchhill Mortgage. Cornerstone Wealth Partners provides advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, and businesses. The firm manages approximately $12.8 million across 59 client households and employs an academic, evidence-based, globally diversified investment approach with quarterly model reviews and rebalancing.

Mark Moerdyk is a financial advisor at Cornerstone Wealth Partners, LLC, holding a Series 65 credential. He has seven years of experience with Keystone Financial Coaching, a personal finance and budgeting consulting service he owns and operates, and previously worked at Allstate Insurance Company for seven years. Cornerstone Wealth Partners provides advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm uses an academic, evidence-based, globally diversified investment approach and offers both discretionary asset management and co-advisory services.

Timothy Whelan is a financial advisor with Cornerstone Wealth Partners, LLC in Okemos, MI, holding Series 63 and Series 65 licenses and having four years of industry experience. His prior work includes roles at Medwise Marketing, The O.N. Equity Sales Company, and Churchill Mortgage Corporation. Outside of advisory work, he is involved with Stafford Pathways, LLC, where he consults on business valuations and owns a sports league. Cornerstone Wealth Partners provides advisory services to individual investors, retirement plans, trusts, estates, charitable organizations, and businesses. The firm employs an academic, evidence-based, globally diversified investment approach and offers model-based management along with financial consultations and college-savings guidance.

Joshua Richline is a financial advisor with Cornerstone Wealth Partners, LLC in Okemos, MI. He holds a Series 65 designation and has one year of industry experience. Prior to joining Cornerstone Wealth Partners, Joshua worked at Churchill Mortgage and has experience in education, including serving as a part-time assistant men's volleyball coach at Cornerstone University. Cornerstone Wealth Partners provides advisory services to individual investors, retirement plans, trusts, estates, charitable organizations, and businesses, managing approximately $12.8 million across 59 client households. The firm employs an academic, evidence-based, globally diversified investment approach and offers financial consultations, college-savings guidance, and plan-level services for employer-sponsored retirement plans.

William Wiarda is a financial advisor at Cornerstone Wealth Partners, LLC with 11 years of experience at the firm and a total of 15 years in the financial industry. He holds a Series 65 designation and has prior experience working at Churchill Mortgage and Madison Square Church. Wiarda is also a Dave Ramsey Certified Financial Coach, providing debt freedom coaching outside of his advisory role. Cornerstone Wealth Partners serves a diverse client base including individual investors, retirement plans, trusts, estates, charitable organizations, and businesses. The firm employs an academic, evidence-based, globally diversified investment approach and offers a range of services from model-based investment management to financial consultations and college savings guidance.

Evan Vanderwey is a financial advisor with Cornerstone Wealth Partners, LLC, holding a Series 65 credential and possessing 16 years of industry experience. He has worked at Cornerstone Wealth Partners since 2008 and has also served as a loan officer and manager at Churchill Mortgage since 2013. Outside of his advisory role, he is the owner of Taste Coffee Company, a coffee shop. Cornerstone Wealth Partners provides advisory services to individual investors, retirement plans, trusts, estates, charitable organizations, and businesses. The firm employs an academic, evidence-based, globally diversified investment approach and offers both discretionary asset management and co-advisory services.

Joshua Thomson is a financial advisor at Cornerstone Wealth Partners, LLC with five years of industry experience. He holds a Series 65 credential and has worked at Churchill Mortgage and the Federal Aviation Administration. Outside of his advisory role, Thomson owns and operates a short-term rental property and a golf cart rental business. Cornerstone Wealth Partners provides advisory services to individual investors, retirement plans, trusts, estates, charitable organizations, and businesses, managing approximately $12.8 million across 59 client households. The firm employs an academic, evidence-based, globally diversified investment approach and offers financial consultations, college-savings guidance, and plan-level services for employer-sponsored retirement plans.

Steven Vanderwey is a financial advisor at Cornerstone Wealth Partners, LLC with 16 years of industry experience. He holds a Series 65 designation and has worked at Cornerstone since 2008. In addition to his advisory role, Vanderwey is involved as a loan officer and manager at Churchill Mortgage, a non-investment related business. Cornerstone Wealth Partners serves individual investors, retirement plans, trusts, estates, charitable organizations, and businesses, managing approximately $12.8 million across 59 client households. The firm employs an academic, evidence-based, globally diversified investment approach with quarterly model reviews and offers both discretionary asset management and co-advisory services.