Cornerstone Financial Group |
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Contact Us731 N Jackson St Ste 100 Office: 414-224-5000 Take the first stepAre 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? Take The First Step
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Management TeamThe success of Cornerstone Financial Group can be directly attributed to the high quality of leadership and the strength of our management team. Our goal is to ensure the continued success of our financial representatives by providing the proper guidance and support to help them experience both personal and professional growth.  Tom Goris Jr, CLU®, ChFC®Managing Partner Tom Goris, Managing Partner
As Managing Partner of Cornerstone Financial Group, Tom Goris Jr., leads a business that has developed a vast Network of Specialists in addition to the more "general practitioner" based financial representatives who are dedicated to the financial success of their clients. Professional Accomplishments
Tom Goris joined Northwestern Mutual as a Financial Representative in June of 1988. Previously, he spent two years working for a venture capital firm after graduating from Indiana University with a major in business in 1986. Tom became a Field Director in October 1992 and became Managing Partner of Cornerstone Financial Group in May 1999. Tom has earned numerous industry awards, participates in a number of industry organizations, and is active in many Milwaukee charitable and civic organizations, including the Boys & Girls Club of Greater Milwaukee and Lifesong for Orphans.
 Mark Neumann, CLU®Managing Director Mark Neumann has been a Financial Representative with Cornerstone Financial Group-Brookfield since 1988. He has earned the Chartered Life Underwriter (CLU) designation. Mark Neumann is a 2007 National Quality Awards qualifier, and has earned this award every year since 1991. Mark is also a 2007 qualifying/life member of the Million Dollar Round Table. Mark has been married for more than 20 years and has five daughters. He enjoys the outdoors and fishes and hunts. He is dedicated to community service including participation in the Safari Club International, inner city youth (Partners with Youth), Men's Ministry Leadership Board, and the Board of Directors of FCA.  Mike Formella, CLU®, ChFC®Managing Director Mike Formella has been a Financial Representative since 1987. He has earned the Chartered Life Underwriter (CLU) and the Chartered Financial Consultant (ChFC) designations. Mike uses a personal planning analysis to deliver a comprehensive plan that integrates a wide spectrum of survivor income, retirement, and asset allocation needs.  Melinda Wilke, CLU®, CLTCManaging Director Mindy started working with the Northwestern Mutual Financial Network in 2002 as a Financial Representative Intern. Upon her graduation from Marquette University, Mindy began her full-time career as a Financial Representative. She has earned the Chartered Life Underwriter (CLU) designation. Mindy now manages Cornerstone Financial Group-Oak Creek and an internship program named "America's Top 10 Internship" (Vault Guide to Top Internships, 2009).  Melissa Burback, CLU®Recruiting Field Director Missy Burback, CLU, has been located in Brookfield, WI as a Financial Representative with Cornerstone Financial Group since 2004. She specializes in working with professional women with strong family values. In following her hard-working and driven life values she received her designation of a Chartered Life Underwriter (CLU) in January 2008 to provide her clients even more knowledge and assistance to improve their financial goals and education. Missy dedicates her life to the pursuit of excellence in leadership.
 Hans Myklebust, CLU®Estate & Business Planning Specialist Hans Myklebust has been located in Mequon WI as a Financial Representative with Cornerstone Financial Group since 2004; he left the role of business management executive to help individuals achieve greatness, rather than simply helping “big business” to achieve success. Hans is vigilant about applying all Northwestern Mutual product lines, from life insurance to disability to investments, to help ensure his clients reach their goals. As Field Director, Hans shares his talent, knowledge, and insight with new Financial Representatives who want to learn more about the financial solution approaches for their clients.
 Maria Nicholas-GrovesFinancial Representative Maria Nicholas-Groves, Financial Representative Maria Nicholas-Groves has been with Cornerstone Financial Group since 2007; she transitioned from Director of Recruitment and Selection to the Financial Representative in January, 2009. Maria graduated from UW-Milwaukee with Bachelor of Arts degrees in Human Resource Management and Marketing in 2003, and has experience in professional recruiting and the financial services industries.
Maria explains what she enjoys most about the financial representative role: “The opportunities are limitless, which is what intrigued and attracted me most to the Financial Representative career. I know that if I do a good job and follow the system I could have this career produce what I want out of life. In addition, I love the opportunity I have to develop as a leader with great mentors and with an awesome culture.” Jennie PucciDirector of Operations Jennie Pucci brings over 25 years of Northwestern Mutual experience to Cornerstone Financial Group. She has been the Director of Operations for 13 years, and previously worked at the corporate office in Milwaukee in the Field Supervision Division of Agency Development. In the role of Director of Network Operations, Jennie oversees all aspects of agency operation to achieve the highest levels of productivity and profitability. As part of the Network Office leadership team, Jennie anticipates the needs of the office, creates and implements plans for its development, recommends necessary changes, and takes independent action within her areas of authority. |
