JOHN J. RILEY
President & Chief Investment Strategist

OPERATIONS:
Kara Kelleter
Providence Office Manager
Donna Stiness
Administrative Manager
Desiree Dube
Administrative Assistant

INVESTMENT POLICY COMMITTEE:
Michael Curtis

INVESTMENT ADVISORS:
Bennett J. Bergman
Robert W. Griffin, CFP®
Robert Gilmore
Jeffrey Knight
Richard Knight
Raymond Jeffs, CPA

CANTELLA& CO
Broker/Dealer

NATIONAL FINANCIAL SERVICES
Custodian

Investment Advisor

Robert W Griffin MBA, CFP®
- Western Regional Manager
View his personal ADV

Robert is a Certified Financial Planner (CFP®) with Cornerstone Investment Services. He has been with Cornerstone since May of 2009. He started with us as a Financial Advisor and has since been promoted to Western Regional Manager. In his current role, Robert provides ongoing service to his existing clients, takes on referral clients, and has taken on the activities of managing Broker/Dealer relationships for Cornerstone. Prior to Cornerstone, he was with American Express Financial Advisors (now Ameriprise) and Chase Investment Services Corp.

Robert provides personalized financial planning services through face to face meetings, over the phone, via email, and through employer sponsored workshops. Robert will work with clients to provide guidance according to the CFP® model including Cash Flow, Protection, Short Term Investing, Taxes, Retirement, and Estate Planning. Investment services are handled through the Cornerstone Model Portfolio concept, each portfolio is tailored to the individual’s needs. Not only do clients have access to Robert for financial planning activities, they are also in touch with the money manager through regular market updates and Commentaries via email.

Robert graduated with an Aeronautical Engineering degree from Embry-Riddle Aeronautical University and proceeded to work as a contractor for GE Aerospace. He then pursued an MBA in International Business from University of Central Florida. Once completed, he accepted a role as project manager for a software development company and traveled all across the United States.

At the turn of the century, Robert turned his attention to financial planning and became a fully licensed financial planner. He focuses on using the financial planning model for his clients, this means educating before implementing. He also is a respected specialist in establishing small business retirement plans, and guidance towards longer term estate planning goals.
Robert teaches CFP courses at Southern Methodist University for students enrolled in the Certificate Program for Financial Planning.

Robert and his wife Tisha have one son. They live in the Brookhaven area of Farmers Branch, Texas. He enjoys tennis and golf as well as leading the summer youth softball program each year at St. Monica’s Catholic Church.

Experience the
CIS DIFFERENCE

Meet Your
INVESTMENT TEAM

Quotes From Cornerstone
IN THE NEWS

What Are Others Saying About Us?
CIS FORBES PROFILE

Want To Join The Team?
CAREER OPPORTUNITIES