Our Team

Tim believes better conversations are the foundation of financial planning and advice. Better conversations have the power to connect families, trusts/estates and businesses to a more meaningful plan. Tim leads the company's business succession and executive compensation planning efforts. He is still passionate about helping families and believes individual financial goals are the backbone of everything that we do at Cornerstone. 

Newly engaged, Tim and Brittany have six children: Alexander, Lucy, Carson, Connell, Levi and Caroline. A Marine who deployed twice, Tim is supportive of veteran initiatives and serves on the boards of The Enterline Foundation and Hi Hope Service Center. In his free time, Tim enjoys golf, basketball and layering in a bit of travel.

Tony is a partner with Cornerstone Financial Partners, joining in 2019.  In addition to his work with individuals in goals based financial planning, his role in the firm emphasizes business planning for owners and key staff.  Tony has owned and operated several businesses, including a daycare, a construction company and a consulting firm.  In his earlier corporate career, Tony had leadership roles in technology companies ranging from startups to Fortune 500 firms.  An aspiring author, he hopes to have several of his novels published when he retires.

Tony has two adult daughters he is proud of, Nicole who is a nurse, and Nina, who is in hotel management.  Tony serves on the Board of Creative Solutions, a non-profit training and employment rehabilitation program for adults with significant disabilities.  Along with his wife Roxane they actively support several other causes, including animal rescue.  They currently have three rescue dogs, each with their own unique and inspiring story.

After 38 years of experience in Financial Services, I still look forward every day to studying influences on the financial environment and guiding clients to realize their aspirations.

 A graduate of the College of Business Administration at St. John’s University, I began my career in retail executive management with Federated Department Stores. Participating in the management of a 585,000 square foot department store was thrilling! Nevertheless, my education was economics, and my dedication was always finance, so I made a career change – which I continue to value. I recently merged my business with Cornerstone, and I’m thrilled to join as a Partner with this very successful group.

 With a passion for baseball – which I played through college – I have continued to enjoy the game vicariously by coaching at the youth level for many rewarding years. Now I never miss an opportunity for a tennis match!

Giving back is important to me. I have been enthusiastically involved with St. Jude Children’s Research Hospital, participating in fundraising and awareness campaigns, for the past 18 years, ever since my wife, Salli LeVan, joined the Board of Directors of St. Jude. I have also been a supporter of Year Up, an organization that provides opportunities for disadvantage young adults, by offering seminars in basic money management.