Finding a financial professional you can trust is key to achieving a successful retirement.
Certified Financial Fiduciaries® (CFF) are sworn to uphold the highest moral, ethical and fiduciary standards of service when providing advice to potential or existing clients. By choosing to work with a Certified Financial Fiduciary® you can be confident that your best interests will always come first!
I have worked in the financial services industry for nearly nineteen years. Cornerstone and I welcome the chance to share our experience and our success, as well as a wide variety of proven products and services. We’re here to create value and offer a wide array of options to our clients. You can feel confident and secure that our professionals will design a customized solution that can fit your needs, meet your goals and get you on the road to financial health, debt freedom, and instill confidence.
This profile is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 844-553-7872.
Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Cornerstone Financial & Associates, Inc. is not affiliated with Kestra IS or Kestra AS.
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Joseph Voellm is a comprehensive financial advisor with a focus on retirement planning. Before entering the financial planning industry, he served 8 years on active duty in the United States Marine Corps. In that time, he deployed 4 times with 2 combat tours to Iraq, 1 pirate interdictory tour to East Africa, and 1 humanitarian relief tour to Haiti. While in the Marines, he successfully completed his undergraduate degree in finance. Post military service he received his first masters degree from Florida International University in Business Administration and his second masters from Texas Tech University in Personal Financial Planning. Additionally, he has a graduate certificate in Charitable Financial Planning. He is fully licensed and holds a Chartered Financial Consultant designation from the American College. When not helping his clients, he likes to give back and provide help to the disabled veteran community. His hobbies include golfing, skiing, and being on the lake.
Steven Baghott is the owner of Paramount Financial and a Certified Charitable Advisor and a Certified Financial Fiduciary. He has also received certification as a Revocable Living Trust Specialist and in Long Term Care Planning. He has served business owners, individuals, retirees and pre-retirees with financial services, financial products, and retirement income planning in his 30-year career in the financial services industry.
Chad Weigl is a retirement planning professional who educates people on various financial and estate planning strategies. He is well versed in retirement income planning, tax strategies, Medicare, and estate planning. He currently holds his Certified Financial Fiduciary® designation, Series 65, and Life and Health Insurance license. Chad attended Cleveland State University and the University of Toledo. He has a Bachelor’s in Business Administration in Accounting and a Bachelor’s of Science in Criminal Justice. Chad lives in his hometown of Amherst, Ohio and enjoys soccer, boating, traveling, attending sporting events and spending time with family and friends. His goal is to make sure every client feels confident and secure about their financial future, while being a notable member in his community.
Brent Lankford is executive vice president of Mid-America Estate & Insurance Services, which was founded by his father, Dwight Lankford, in 1995. Brent focuses on using insurance products to assist clients with creating retirement strategies that they can feel confident about.
Brent’s business philosophy is to do everything with honesty, integrity and passion. He started in the insurance and annuity industry following a successful 20-year career owning and running a company he started just out of high school. He wanted to do something more meaningful that brought him closer to his clients. In 2013, the financial services industry drew him in for its promise of helping others improve their lives and financial futures.
Although Brent’s client base stretches across Texas, Louisiana and Oklahoma, his core area of service is in the northern areas of Greater Houston. He holds his life and health (LAH) licenses in Texas, Louisiana and Oklahoma and is a Certified Financial Fiduciary (CFF), as well.
Brent considers it an honor to share life with his beautiful wife of more that 17 years, Tanya, as well as their three children, Ramsie, Tierney and Burke. The family lives in The Woodlands, Texas. When Brent is away from the office, he can be found spending time with his family, riding his Harley or improving his fitness.
Kenneth Levin is a Co-Founder of the independent tax and financial planning firm SCHLAGER SCHLAGER & LEVIN
SCHLAGER SCHLAGER & LEVIN has been assisting our clients in its effort to create and grow their wealth, protect and preserve that wealth, and plan for the distribution of that wealth during their lifetime and beyond - in a tax-advantaged way.
We believe the investing public deserves objective, independent advice and access to a wide array of investment products and services. You deserve a financial professional who exceeds your expectations as a valued advisor. SCHLAGER SCHLAGER & LEVIN is a firm of professional advisors who answer to their clients' needs.
At SCHLAGER SCHLAGER & LEVIN, we believe your goals are best achieved when your advisor is completely objective and impartial in giving you investment and financial advice. We offer experienced, professional advisors to draw upon their expertise and our significant resources to help you create your own unique financial future, utilizing our broad selection of products and services.
Kenneth holds the series 6, 7, 63, and 65 securities licenses as well as the health insurance, life insurance, and variable annuity licenses.
SCHLAGER SCHLAGER & LEVIN (SS&L) provides tax advice & tax strategies. Securities offered through JW Cole Financial, Inc (JWC), Member SIPC. Investment advisory services offered through JW Cole Advisors, Inc (JWCA). SS&L and JWC/JWCA are not affiliated entities. Neither JWC nor JWCA nor their representatives provide legal, tax or accounting advice. If advisors do provide such advice, they do so in a capacity other than as a registered representative or investment advisor.
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