Greg Shoemaker

Greg Shoemaker is a prominent figure in the financial advisory industry with extensive experience and leadership roles. He is the CEO and co-founder of Cornerstone Wealth Management LLC.12 With a career spanning over 15 years as a financial advisor, Greg has established himself as a seasoned professional in the field.2

Professional Background

Greg Shoemaker's professional journey in financial advisory began in 1994, giving him nearly three decades of experience in the industry.3 He currently holds multiple positions:

• CEO of Cornerstone Wealth Management LLC
• Financial Consultant at LPL Financial
• Principal & Co-Founder at Cornerstone Wealth Management

Roles and Responsibilities

As the CEO of Cornerstone, Greg's primary focus is on building strong relationships with clients. He dedicates his time and energy to understanding their needs, goals, and wishes, ensuring personalized financial guidance.1 In his role as a Principal at Cornerstone Wealth Management, he is involved in:

• Coaching and educating advisors
• Implementing procedures within the organization4

Additionally, Greg serves on Cornerstone's compliance team, demonstrating his commitment to maintaining regulatory standards and ethical practices in financial advisory.6

Professional Affiliations

Greg Shoemaker's services are offered through LPL Financial, a registered investment advisor.56 This affiliation allows him to provide securities and advisory services to his clients, leveraging the resources and support of a larger financial institution.

Greg Shoemaker's LinkedIn profile can be found under the username greg-shoemaker-8b698066, which aligns with the information provided in the query.