Broker Check

Team

For more than 19 years The Cornerstone Group, LLC has been helping families work toward their pre-retirement and retirement needs.  At The Cornerstone Group we offer professional advice and personalized service.  Every family has its own unique circumstances and we will work with you to design a plan that fits your needs.  Our goal is to help protect and manage your assets and preparing you for life’s unexpected occurrences.  Our personalized approach will help you prepare to live the life you choose throughout your retirement years.

Our approach has a comprehensive wealth management focus with an emphasis on retirement planning, investments, risk management, estate planning and even college planning for your children or grandchildren.

As we work with you to build your unique plan, we learn about your goals, your dreams, your investment history and your risk tolerance.  After we have established your game plan, we can implement your strategy and make adjustments as needed when the financial landscape changes or your goals and priorities change.

We are powered by the resources of LPL Financial, the nation’s largest independent broker/dealer.*  Our relationship with LPL provides us with up‐to‐date research, and a wide range of tools, and resources toward meeting your financial goals. LPL Financial has no proprietary products, which enables us to provide you with objective financial guidance.

Our goal is a life‐long relationship with each of our clients.  The foundation of that relationship is open, honest communication, and an ongoing commitment working towards your financial success.

*As reported by Financial Planning magazine, 1996­‐2017, based on total revenue.

 

Martin R. Wagoner

LPL Financial Advisor/Managing Partner

228-875-2001

martin.wagoner@lpl.com

Marty is a founding member and managing partner of The Cornerstone Group, LLC, founded in 1998. The mission of the firm is providing their clients with a higher level of service and personal attention. The firm remains independent in...
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Lisa C. Wagoner, CFP®, CPA

LPL Financial Advisor

228-875-2001

lisa.wagoner@lpl.com

With over 30 years of experience in the financial industry and a founding member of The Cornerstone Group, LLC, Lisa is compassionate and is driven to educate people to make informed decisions in their financial lives. She is a...

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Charles “Spence” Boyd, CFP®

LPL Financial Advisor

228-875-2001

charles.boyd@lpl.com

After several years of working in the financial industry, Spence with his partners founded The Cornerstone Group, LLC in order to provide their clients with a higher level of service and personal attention. The firm’s...

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Nishia Dobbs

LPL Licensed Assistant

228-875-2001

inishia.dobbs@lpl.com

In every successful financial office there is often one lead person who patiently and diligently serves the firm’s operational needs on behalf of the clients and knows (or finds) the answers to many questions. Nishia is that...

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Beverly Akins

LPL Licensed Assistant

228-875-2001

beverly.akins@lpl.com

Beverly joined The Cornerstone Group, LLC in 1998 when the firm was established and continues to be a key member of our team. She holds FINRA series 6 and 63 registrations through LPL Financial. Her main responsibilities at The...

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Kristi Conner

Marketing Associate

(228) 875-2001

kristi.conner@lpl.com

Kristi joined our firm the week before Hurricane Katrina and jumped right in to assist our office during a critical time. She holds a Bachelor of Science Human Environment Services degree from the University of Alabama. Kristi handles...

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Dawn Dodge

Administrative Assistant

228-875-2001

dawn.dodge@lpl.com

The newest member of our team, Dawn is a great addition with her extensive accounting and customer service background. Her duties with the Cornerstone Group include all accounting duties such as accounts payable and payroll as well as...
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Laura May

Administrative Assistant/Receptionist

228-875-2001

laura.may@lpl.com

Originally from Tennessee, she moved to Ocean Springs in 2008. Laura handles numerous responsibilities at the Cornerstone Group including greeting clients, client...

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