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731 N Jackson St Ste 100
Milwaukee, WI 53202-4697
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Office: 414-224-5000
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Tom Goris Jr, CLU®, ChFC®

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Are you ready for financial independence? Are you ready to be your own boss? Are you ready to make a positive impact on people's lives?

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Expertise

As part of the Northwestern Mutual Financial Network, Cornerstone Financial Group's Financial Representatives draw from a wide range of resources to offer clients customized solutions that will help meet their individual financial needs. With exclusive access to world-class products and services such as life insurance, disability income insurance, education funding alternatives, retirement solutions, estate analysis, and business needs analysis, our representatives can create a personalized and flexible approach that incorporates complementary financial solutions for each of their clients.

Having expert resources to draw upon is the key to our representatives’ success. Representatives work in collaboration with our team of expert advisors and specialists.

Clients rely on the knowledge and insight of their representatives for guidance and an approach that is versatile enough to accommodate life’s changing situations.

Meet our Specialists:

For Jerry David, the Northwestern Mutual is truly a family affair. His father, Jack, is a long-time Financial Representative with Cornerstone Financial Group. Jerry’s wife, Peggy, spent part of her career within the Network, and they now work as a team. Jerry began his career with Cornerstone Financial in 2000; a member of the Group’s Concierge Club, and the specialist for Life Insurance, Jerry continues to enjoy growth and success in his career. As a Wealth Management Advisor, he enjoys working with clients in a holistic, comprehensive financial security planning approach. Jerry holds a Bachelor of Science in Mechanical Engineering from UW-Milwaukee and a MBA from Marquette University.
 
 
  
 
Mike Slutzky began his career with Cornerstone Financial Group in 1981; he built his practice by working with physicians and resident physicians for the past 26 years. The relationship Mike establishes with his clients enables him to provide guidance to make the right choices. The experience Mike has with the disability income market and the relationships he’s built over the years makes him a valuable resource to both his clients and new Financial Representatives.
 
 
 
  
 
  
Eileen Gillespie began her career with Cornerstone Financial Group in 1999. Prior to joining Northwestern Mutual, she spent 28 years in the healthcare industry and gained a broad base of knowledge related to the healthcare industry. Eileen is passionate about her role as Long-Term Care Specialist: “My experience with multiple family members has allowed me to see the issue of long-term care from a personal viewpoint. Because of the long-term care needs of my mom, my dad, my mother-in-law, and my brother-in-law, I can talk about every aspect of long-term care services from a personal experience perspective.” Her personal and professional background gives Eileen the ability to focus on helping her clients and associates' clients design long-term care insurance plans to meet their personal and financial security goals.
 
  
 
John Barrett joined Cornerstone Financial Group in 2001 after spending six years as a Financial Advisor with Robert W. Baird. John’s knowledge and experience in the field of investment advising and trust management has made him a valuable member of the Group’s Specialist team. In addition to his own clientele, John serves as an investment resource for Financial Representatives with clients who have over one million dollars in investable assets.  He has also been on the “ground floor” consulting with the leaders of Northwestern Mutual Wealth Management Company during its creation.
  
 
   
Jerod began his career with Cornerstone Financial Group in 2003 after working in the banking industry facilitating the trading of equities and mutual funds for personal and business clients. Jerod was attracted to Cornerstone Financial’s spirit of nurturing individuals who wanted to pursue an entrepreneurial career and unlimited growth potential. The opportunity as Investment Specialist gives Jerod the ability to apply a holistic planning approach to his clients and to also share his expertise with other Financial Representatives.
 
 
 
  
 
David joined Cornerstone Financial Group in 1993; he started a broad-based practice but wanted to develop a business focused on corporate markets. David combined the contacts he developed through his personal practice with the exposure he received from doing joint work with experienced financial representatives in the corporate marketplace. As a result, David Fritz has become a leader in the Network Office and has placed in the Company’s Top 20 in the last four years. He attributes his success to taking measured risks, developing his skills, and trusting the system.
  
 
 
  
Lynn Steinle has been part of Cornerstone Financial Group for 18 years; prior to joining the Group, Lynn was an officer at Northwestern Mutual. She holds a Bachelor of Science from Marquette University and a Master of Science from Boston University. Lynn works with Financial Representatives and their business clients as the Group Disability Insurance Specialist. She takes time to design and implement programs to protect an individual’s most valuable asset, their income.  Lynn is a creative problem solver and enjoys challenges. With her clients, she simplifies complexity, gives advice with confidence, has an optimistic outlook and has superior communication skills.
 
Christy joined Cornerstone Financial Group in 1997; she has spent her entire career in the insurance industry. Christy holds a Bachelor of Science from UW-Oshkosh. Armed with passion and positive energy, Christy works with Cornerstone’s Financial Representatives to build lasting relationships with their business clients. As a trusted business advocate and expert, she delivers cost-conscious and innovative solutions for companies and their valued employees. Christy is known for her follow-through; going the extra mile comes naturally.
 
  
 
  
 
 
 
Pat Marget began his career with Cornerstone Financial Group in 2000; he left a successful practice as an attorney in a large Milwaukee law firm with a desire to build his own business, and the Financial Representative role offered him the opportunity to do so. Pat was attracted to the relationship nature of the business, the opportunity to have a favorable impact on people’s lives, and to be fully involved in building his own successful practice. Pat’s niche has been primarily business owners and attorneys.

 

 

Areas of Expertise

Long-Term Care Insurance
After a lifetime of work and proper preparation, a secure retirement can be your reward. That security will only be as strong as your ability to stay healthy. Most people would agree that their most important asset is their health. That is why it’s important to ensure that if you are ever faced with an extended illness, you will receive the kind of care you need. Our specialist will assist you in determining your long-term care needs and design solutions tailored to your unique situation.

Employee and Executive Benefit Services
Employee benefits are an important part of the growth of your business. Benefits such as health insurance, pension plans, group life and disability income plans make up the compensation package that helps ensure continued employee satisfaction and well-being within your company. Designing an employee benefit approach can be a complicated, technical and time-consuming matter. Working with a specialist from our Network affiliate, Strategic Employee Benefit Services, a nationwide program providing employee benefit services, we can help you create a solution designed around the unique needs of your company.

Disability Income Insurance
Disability income insurance protects one of your most valuable assets--your ability to earn an income. A long-term disability could suspend or terminate your income for an extended period of time. Your Financial Representative can offer you expertise on disability insurance products from Northwestern Mutual to help ensure a source of income in the event of a disability.

Business Needs Analysis
Many business owners start out with an approach designed for growth and success. Now that you’ve made something of your business, can you protect your success? Our estate and business planning specialists can prepare a business needs analysis for you to evaluate your risk management, business continuation and employee benefit needs. They will work in cooperation with experienced specialists from the Northwestern Mutual Financial Network and your own advisors to help develop effective solutions that will accomplish your specific financial objectives.

Advanced Planning
Our estate and business planning specialists can assist you in the areas of estate analysis, business insurance, retirement solutions and charitable giving. They can help you customize your path to financial success, developing advanced strategies to meet your financial objectives, provide for those you care about and endow your favorite charities. Their expertise can help you take care of your family or business now and into the future.

Investment Services
Without a coordinated investment strategy, it can be difficult to build an effective investment portfolio that helps meet your financial needs. A Financial Representative, who is a Registered Representative of Northwestern Mutual Investment Services, LLC (NMIS) can offer you access to a wide range of investment products and services to develop investment solutions aimed at meeting your financial objectives.

Estate Analysis
You’ve worked hard to build your estate over your lifetime. Probably the last thing you want upon your death is your heirs being forced to sell a portion of your estate to pay taxes or debts. Our estate and business planning specialists can assist you with estate, business and executive benefit solutions to protect your assets and help ensure your estate is settled the way you desire.

Personal Needs Analysis
Are you where you want to be financially? Are you prepared to fund your children’s education in the years to come? Are you on the right path to a comfortable retirement? Your Financial Representative can provide you with a personal needs analysis to help you identify your financial needs and goals to provide you with solutions that are right for you. By keeping in touch with you, your representative can determine whether your needs have changed and keep you aware of the resources available to you.