Meet The Team | Cornerstone Advisory Group

Our Team

The Cornerstone Team

Meet our team—partners who work with you every step of the way, offering the guidance and support needed to bring clarity and confidence to your financial journey. Our team brings together expertise and a personal touch, offering proactive guidance to keep you feeling confident and clear in every decision along your financial path.

Cornerstone Advisory Group

Matthew Porter, CFP®, AIF®

Financial Advisor

David Schofield, RFC®

Employee Benefit Specialist, Financial Advisor

Doug Woolley

Financial Advisor

Brigit Christensen, MBA, CPA

Director of Accounting

Lori Lawrence

Director of Client Services

Alaina Sweet, MBA

Director of Operations

Alli Whittle, EA

Planning Associate

Nyssa Bradley, MTax, EA

Staff Accountant

Erika Dye, CPA

Client Accounting Specialist

Sopheea Graves

Client Accounting Specialist

Natalie Zohner

Client Service Associate

Diana Ricks

Client Service Associate

Our Strategic Resources

Advanced Planning Group

One of our primary resource partners is Cetera's Advanced Planning Group, which comprises distinguished professionals in finance and legal services.

Meet the Team

Prosperity Advisors

We work with Prosperity Advisors with the goal of helping clients get fit to retire through insightful financial guidance.

Meet the Team

Our Approach

Our unwavering integrity and dedicated team service, along with our experience, are the foundation upon which we build trust and forge lifelong, meaningful friendships.

Our Approach

Tax Services

We work with business owners and individuals located throughout Eastern Idaho to help provide them with financial confidence in their lives.

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Contact Us

Are you ready for a specialist financial advisor who will navigate the financial terrain every step of the way?

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