1001 Government Street,
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.
LPL Licensed Assistant
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...
LPL Financial Advisor
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...
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...
Originally from Tennessee, she moved to Ocean Springs in 2008. Laura handles numerous responsibilities at the Cornerstone Group including greeting clients, client...
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...
Originally from Tupelo, Mark earned a Bachelor of Science and a Master of Business Administration from Mississippi State University. He met his wife there and moved to the beautiful Mississippi Gulf Coast after graduating. He has two...
LPL Financial Advisor/Managing Partner
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...