about cornerstone financial group
We provide peace of mind and improve the lives of our families, friends, and neighbors; by helping build and protect your wealth with guidance, education, creative ideas, and strategic solutions.
Fiduciary Standard; Education First; Honesty; Integrity; Empathy.
our five-step process
During this informal and no-pressure meeting, we introduce ourselves, outline our planning process, gain a general understanding of your financial situation, and discuss your personal objectives.
Prior to creating your financial plan, we have an in-depth conversation to gain a better understanding of your financial situation. We gather information on your income, expenses, assets, investments, and more. We also discuss your life goals, covering topics such as financial independence, legacy planning, charitable giving, and education.
During the third step of our process, we develop a financial plan that takes into account your current financial situation, life goals, risk tolerance, and more. The planning process culminates with a comprehensive walkthrough of your completed financial plan, including recommendations and suggested actions steps.
After gaining approval of the recommendations and actions steps in your financial plan, we set to work executing your financial strategy. This can include managing your investments, setting up accounts for retirement and educational savings, working with an attorney to develop a will or trust, and much more.
As we build your financial future, we continue analyzing your financial investments, reviewing your progress towards financial goals, answering your questions on financial planning topics, and making revisions to your plan in response to important life changes.
Our team of financial advisors is dedicated to #buildingfutures and providing our clients with customized strategies to achieve financial stability and success. Please continue reading to learn more about each member of our team.
Troy M. Leonard
Troy M. LeonardChief Executive
Troy joined the Cornerstone Financial Group in June of 2011, leaving behind a successful career working for Bergstrom Automotive, where he cultivated a value-based selling discipline to maintain a top spot in the ranks of his dealership. Troy’s prior experience includes U.S. Naval sea service, as well as several years of prior enlistment service in the U.S. Naval Sea Cadet Corps. This previous experience has helped Troy to be both detailed and client focused.
As a financial advisor, Troy works with executive teams at small and medium businesses in order to develop employee benefits and executive bonus programs, buy-sell agreements, informal business valuations, and exit strategies. He also enjoys providing investment advice to individuals and families, as well as working with them on estate planning, retirement planning, and risk assessment and risk-based planning. Troy’s aim is to show as much passion for his clients’ financial futures as they do for themselves.
Troy originally hails from a town outside of Detroit, MI, but now resides in Appleton, WI with his wonderful wife, Charity, who also helps keep the business running smoothly, and his four children, Gracie, Landyn, Fynnian, and Cullyn. His outside activities include spending time with family, attending Mason Street Church of Christ, enjoying classic cars, boating, fishing, and helping his fellow veterans return to civilian life.
Guy McCauleyExecutive VP
Guy has been in the financial industry since 2013, and he has 25 years experience in business management. He joined the Cornerstone team at the end of 2019. Guy offers a strong focus on financial planning, business planning, income distribution, long-term care, disability income insurance, life insurance, and legacy planning.
In his free time, you can find Guy spending time with his lovely family: Mary, Maximus, and Grace; and whenever possible, hunting and enjoying the outdoors.
Bolan MontgomeryInvestment Advisor
Bolan focuses on providing financial strategies to individuals and families who are going through transitional phases in life, such as getting married, having children, buying a home, changing jobs, going through a divorce, or preparing for retirement. He also develops comprehensive and innovative solutions for business owners in order to help them protect their business, their employees, and their personal lifestyle. Bo’s objective is to use financial strategies to help people build and safeguard their assets, so they can be confident knowing they have a plan to work towards reaching their financial goals.
Bolan earned his Finance Degree from the University of Wisconsin Oshkosh. He also has his FINRA series 7 and 66 securities registrations, as well as his Life and Health Insurance License. Bo has earned his blue cord as an Infantryman in the US Army, and he has a 3rd degree black belt in Karate.
Arnold EichhofInvestment Advisor
Arnold joined Cornerstone Financial Group in December 2021. Born and raised in Chicago by immigrant parents, Arnold learned early in life the value of hard work, perseverance, integrity, and continuous improvement. Before becoming a financial advisor, Arnold enjoyed a successful career in manufacturing, providing tooling and critical components to world-renowned OEMs. He eventually purchased a manufacturing company, and after several years of business ownership and success, decided to sell his business.
Over the years, Arnold has witnessed success. He has also seen the adverse impact of life events on individuals, families, employees, generations, and businesses that were beyond the control or influence of those affected. That’s why his current focus is on empowering his clients to build and protect their nest egg, protect those they care about, live and enjoy the life they dream about, and leave a legacy they can be proud of.
Arnold uses his hands-on experience in the small to medium business world to work with business owners and executive teams in a wide range of areas such as employee benefits, executive/key person strategies, buy-sell agreements, informal business valuations, and succession and exit planning. He also advises individuals and families on financial investments and helps them plan for key events and decisions in their lives, such as marriage and growing/blended families, relocation, education, illness, caring for elderly parents, tragedy, divorce, retirement, and the passing of inheritance to heirs through estate and legacy planning. At the end of the day, Arnold is passionate about helping his clients live a life that is well lived as they work towards their financial goals.
Arnold has the following licenses and certifications: 215 (life, health, annuity), Series 7, 6, 65, 63, SIE, CFP®, ChFC®, AIF®.
When he isn’t working, you’ll often find Arnold spending time with his family and two German Shepherds, watching or refereeing soccer, playing tennis or golf, exercising, dining, traveling, and more.
Charity LeonardChief Executive Assistant
Charity started working for her husband, Troy Leonard, in 2015, splitting her time between the office and their home. In the office, Charity manages the day-to-day operations and assists with any client-related services. When she’s at home, Charity takes care of their four kids and rescue dog.
Mary McCauleyExecutive Assistant
Mary started working for her husband, Guy McCauley, in 2015. She assists Guy in setting up client meetings, processing paperwork, organizing events, and helping with whatever else is needed in the office. When she’s not helping Guy in the office, May enjoys spending time with their two kids, traveling, volunteering at church, cooking/baking, and hanging out with friends.
Chelsy HeilmeierExecutive Assistant
Chelsy has been with Cornerstone Financial Group for a year, working part-time so that she can be home with her two daughters full-time. Prior to joining Cornerstone, she spent nine years working for an insurance company in the health and wellness department. At Cornerstone, Chelsy is leading an initiative to make the office completely paperless.
Tim HatlestadFront Desk Associate
Tim joined Cornerstone Financial Group in March 2021, after completing a 42-year career as an orthopedic physical therapist. He handles the front desk at the office, answering the phone, scheduling appointments, and assisting with paperwork. Tim lives in Appleton with his wife, Caroline, and their two rescue cats, Higgins and Grover.