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Our Team

Meet the Experienced Team at Cornerstone Advisory Group

Our team is composed of invaluable partners who offer clients a personalized and proactive service, designed to provide you with confidence and clarity through every step of your financial journey. 

David Schofield

David Schofield, RFC®

Employee Benefit Specialist, Financial Advisor

Doug Woolley

Doug Woolley

Financial Advisor

Lori Lawrence

Lori Lawrence

Director of Client Services

Barbara Delimont

Barbara Delimont, FPQP™

Retirement Plan Administrator

Alaina Sweet

Alaina Sweet

Director of Operations

Alli  Whittle

Alli Whittle

Planning Associate

Brigit Christensen

Brigit Christensen, MBA, CPA

Director of Accounting

Diana Ricks

Diana Ricks

Client Service Associate

Erika Dye

Erika Dye

Bookkeeping Specialist

Trevor  Simonson

Trevor Simonson, EA

Staff Accountant

Nate Larsen

Nate Larsen

Staff Accountant

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 proven culture of success, 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. 

Explore Services

Contact Us

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

Let's Talk