Contact Us

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®

Take the first step

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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Training

At Cornerstone Financial Group, we are committed to providing our Financial Representatives with excellent training and development programs that will equip them for success. Our programs include:

  • Business consulting by highly-qualified professionals that supports achieving personal, professional and financial goals. 
  • Initial sales training that builds a solid foundation in Northwestern Mutual's sales process and product knowledge. 
  • Ongoing development for educational and personal growth that consists of one on one mentoring sessions and peer study groups.
  • Ongoing group and individual training on the systems and programs used on a daily basis.
  • Access to knowledgeable specialists, support staff and state of the art technology.

 

Cassandra Kadlec, Technology Coach
Cassie joined Cornerstone Financial Group in 2008; her role as Technology Coach helps new Financial Representatives learn how to effectively leverage Northwestern Mutual’s technology resources to increase efficiency in the day-to-day operations of running a business, marketing efforts, and client management.  Cassie has over 10 years of experience in coaching financial services professionals; she left a property and casualty insurer to begin a new role at Cornerstone because of its culture: “The hand’s-on experience, mentoring, and attention that Cornerstone provides for new Financial Representatives agrees with my personal passion for helping others succeed. I truly enjoy working with professionals from all backgrounds and watching them develop into successful business people, and take great personal satisfaction in knowing that I am part of their success.” In addition, Cassie works with existing Financial Representatives and Associates to help them master technology resources to ensure that they can be as effective and efficient as possible.