Here's our story. We're looking forward to hearing yours.

At Cornerstone Financial Partners, we hold informational seminars and insurance sales presentations for our clients and the greater community that feature information on specific topics regarding your financial future. Often, our seminars include guest speakers and special activities as wells as take-home materials. We strive to keep you up-to-date on issues that matter to you, your family and your financial well-being. Feel free to schedule a one-on-one, no-obligation meeting whenever you attend a seminar or insurance sales presentation.

Complimentary Guide

"10 Things to Know About Retirement Income"

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Discover the 10 things you’ll need to consider in creating your retirement strategy.

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Chet Koehler | Founder and President

Chet Koehler, a resident of Las Vegas since 1978, has been a leader in the financial services industry since 1985 dedicating his time to both his clients and to the operation of his firm.  Chet has experienced real life market upswings and downturns of prior decades and is prepared to provide you a custom tailored plan for realizing your financial goals.  Chet has created life-long partnerships with his strong commitment to meeting clients' needs in areas such as creditor protection of assets, business planning, special needs planning, and retirement.  Chet remains focused in helping clients achieve a peace of mind as he guides in wealth management planning to last a lifetime.

INDUSTRY AWARDS:

  • Million Dollar Round Table (MDRT) - Top of the Table Qualifier

COMMITMENTS AND VALUES:

  • Family comes first.
  • Maintaining a well-balanced life.
  • Always give to and help others first.
  • Guide those around you to the next level.
  • Leaving a legacy to those you love.
  • The son of a Drill Sergeant, Chet leads by example and continues to live by the phrase his father shared: "A true leader is the first on the front line and the last in the chow line."

Chet's decades of experience and long term devotion to this community, to his family, and to this business are testament that he is committed to YOU, his client.  Chet is able to help you with strategies for income planning - planning for guaranteed income you cannot outlive.

As the owner and President of Cornerstone Financial Partners, Ltd., he is committed personally to each of his clients as well as offering leadership and guidance to the associates on his team.  The Las Vegas office offers the products, services, support and value platforms necessary in today's ever changing market.

LICENSES AND CREDENTIALS:

  • Registered Principal, Series 24, Series 26
  • Securities Registration Series 6, Series 63, Series 7
  • Life & Health Insurance Licensed
  • Property & Casualty Insurance Licensed
  • Agency Management Training Courses Graduate

MEMBERSHIPS:

  • Supporter of National Association of Insurance and Financial Advisors (NAIFA)
  • Million Dollar Round Table Lifetime & Qualifying Member
  • Member Million Dollar Round Table (MDRT)- Court of the Table

Approved to conduct business in the following states:  Arizona, California, Colorado, Florida, Georgia, Hawaii, Illinois, Kansas, Massachussets, Montana, Nevada, North Carolina, Oregon, South Carolina, Texas, Utah, Washington.

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Brett Koehler | Brokerage Manager

Brett was born and raised in Las Vegas, NV. He earned his Bachelor of Science degree in interpersonal and rhetorical communication studies from UNLV. Following an internship at Cornerstone Financial Partners, Brett was offered a permanent position.  Brett has become a valuable asset to our team as our Brokerage Manager.  Brett understands, firsthand, how to address the insurance and financial needs of young professionals in today's economic environment.

Brett enjoys spending time in the outdoors - mountain hiking, camping at the sand dunes, and riding ATV's with his family and friends. Brett also enjoys travelling overseas, exploring other cultures of the world, and documenting his travels using photography. One of his favorite team sports activities is playing doubles tennis on a competitive tennis league.  

EDUCATION:

  • Associate of Arts Degree - College of Southern Nevada, Las Vegas, NV
  • Bachelor of Science Degree in Communication - University of Nevada, Las Vegas, NV

LICENSES AND CREDENTIALS:

  • Life and Health License
  • Property & Casualty License
  • Notary Public State of Nevada
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David McClure | Financial Representative

Good people work hard and save money so that they and those they care about may be benefitted and have their lives blessed.  A quote attributed to Winston Churchiill sums it up this way:  We make a living by what we earn.  We make a life by what we give.

Born and raised in Southern California, David and his family moved to Las Vegas in late 2000, the hometown of his wife Sandy.  After beginning his management career in the healthcare industry, David determined that his skill set was better suited to help individuals rather than manage larger organizations.  This led him to begin his financial services practice, at the start of the new century.

David is an active listener and is very skilled at helping others design plans for the money they have worked so hard to save.  In his practice, David works with individuals, families, business owners, and other professionals.  He has been associated with the team at Cornerstone Financial Partners since early 2001 and enjoys the collective wisdom and experience found throughout the office.

PRACTICE PHILISOSPHY/ THE THREE P's

  • Provide - Each person feels a responsibility to provide for their loved ones.  This feeling persists throughout our lifetimes no matter how short or long we may live.
  • Preserve - Each person desires to preserve their independence and dignity.  Saving and wisely investing money affords us this reality.  
  • Protect - Each person desires to protect themselves and their loved ones, to the greatest extent possible, from the inevitable storms and vicissitudes of life.  

LICENSES and EDUCATION:

  • Securities Registration Series 6, Series 63
  • Life & Health Insurance Licensed
  • Master of Health Services Administration, Arizona State University
  • Bachelor of Arts, Brigham Young University

MEMBERSHIPS:

  • Fellow, Life Underwriter Training Council Fellow (LUTCF)
  • Qualifying Member, Million Dollar Round Table (MDRT) 

David and Sandy have three children and three grandchildren. He enjoys watching BYU athletics, playing tennis, teaching, interacting with youth and reaching out to assist and help others.  David is fluent in Spanish, having spent two years living in Mexico.  He will always maintain a tremendous affection towards the good people of that beautiful country.   

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Helen McDonnell | Financial Representative

Helen offers a straightforward, client-centered approach to financial services. She helps individuals, and small business owners, work towards making educated financial decisions based on their unique goals and needs. Helen believes in providing long-term financial security to her clients and her community.

Helen offers the following products and services:

  • Fixed and Variable Annuities, Tax Sheltered Annuities, 403(b)
  • Health Insurance, Group Health Insurance, Long-Term Care Insurance
  • Group Life, Dental & Disability Income Insurance
  • Charitable Giving Strategies
  • Estate Conservation Strategies
  • Education Funding Strategies
  • IRA Consolidation/401k Rollovers
  • Mortgage Protection (through life insurance and disability income insurance)
  • Retirement Planning, Income Protection
  • Wealth Accumulation Strategies
  • Medicare Supplement Coverage
  • Pension Payout Alternatives, Pension Transfer/Rollovers
  • Mutual Funds
  • Term Life Insurance, Universal Life Insurance, Variable Life Insurance, Whole Life Insurance
  • Complimentary Workplace Financial Analysis for Employees
  • Group V oluntary Benefits, Group Retirement Benefits
  • Corporate Benefit Options
  • Corporate Owned Life Insurance
  • Nonqualified Executive Benefit Plans
  • Business Succession Strategies, Buy/Sell and Key-Man Strategies
  • Split Dollar and Executive Bonus, Salary Continuation Programs
  • Business Overhead Expense

As a Montana Native, Helen attended Montana State University where she studied Communications. She continued her education in Paralegal Studies at UNLV in Las Vegas. Helen has been a Las Vegas resident since 1996. Her coursework in Communications led her to develop a passion for helping people in communicating the value of financial advice to her community.

Helen is involved in the Nevada Childhood Cancer Foundations, Shade Tree, and the Las Vegas Philharmonic. She also enjoys hiking, camping, boating, water sports and photography.

LICENSES and EDUCATION:

  • Securities Registration Series 6, Series 63
  • Life & Health Insurance Licensed

MEMBERSHIPS:

  • National Association of Insurance and Financial Advisors (NAIFA)
  • Nevada Broadcasters Association
  • Sons of Norway

Securities offered through First Heartland Capital, Inc. Member FINRA/SIPC
Cornerstone Financial Partners, Ltd. is not affiliated with First Heartland Capital, Inc.
Approved to conduct business in the following states: Arizona, California, Florida, Missouri, Montana, Nevada, North Dakota, Utah

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Steven Roach | Financial Representative

Steve has been a resident of Wichita, Kansas since 1980.  For nearly 35 years Steve held a leadership role with a successful management team of a large firm through various transitions in the aviation industry.  Steve understands planning from both a technical and financial viewpoint and brings with him real life corporate experience.  Steve joins Cornerstone Financial Partners, LTD as a member of our proven team with vast industry knowledge of over 200 years of combined financial industry experience.

Steve and his wife, Peggy, have two children and five grandchildren. He is actively involved in his community and church. Steve has interest in studying the past and thrives on keeping up with current laws and innovative products affecting our financial world. He enjoys spending his free time reading, traveling and visiting historical sites and museums.
 

EDUCATION:

  • Masters Management Information Systems
  • Bachelors of Business Administration – Finance

LICENSES AND CREDENTIALS:

  • Life and Health
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Steven Roach | Financial Representative

Steve has been a resident of Wichita, Kansas since 1980.  For nearly 35 years Steve held a leadership role with a successful management team of a large firm through various transitions in the aviation industry.  Steve understands planning from both a technical and financial viewpoint and brings with him real life corporate experience.  Steve joins Cornerstone Financial Partners, LTD as a member of our proven team with vast industry knowledge of over 200 years of combined financial industry experience.

Steve and his wife, Peggy, have two children and five grandchildren. He is actively involved in his community and church. Steve has interest in studying the past and thrives on keeping up with current laws and innovative products affecting our financial world. He enjoys spending his free time reading, traveling and visiting historical sites and museums.
 

EDUCATION:

  • Masters Management Information Systems
  • Bachelors of Business Administration – Finance

LICENSES AND CREDENTIALS:

  • Life and Health
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David H. McClure | Financial Agent

David joined Cornerstone Financial Partners in the summer of 2016. He joins a team of financial professionals with more than 100 years of collective experience helping individuals and families organize and execute their financial strategies.

David grew up in Las Vegas. He was active in sports, excelling on the baseball diamond throughout high school and into college. He earned his Eagle Scout award as a youth being mentored by some of the finest adult leaders in the valley.

Following his first year of college, David spent two years serving an LDS Church Mission in the greater San Antonio, Texas, area. There, he learned Spanish and performed many hours of service, growing to love the great people of Texas. He met his wife in there and, after his mission, returned to marry and continue his university studies.

He and his wife are the proud parents of three children. It is his sincere desire to help people, having observed his father throughout the years as he helped others prepare for life’s uncertainties and retirement’s necessities. He has seen the benefits of proper planning in a person’s life and is excited to dedicate his working life to helping others.

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Ana Orellana | Representative

Ana C. Orellana has been licensed in the life and health insurance industry for the past 30 years and has lived in Las Vegas, Nev., for the last 15 years. She currently holds Life and Health licenses in Nev.  She also serves as an authorized professional in a related financial market and in various public service sectors as a volunteer.

Ana has received numerous acknowledgement awards for her extraordinary achievements, particularly due to her extensive background and experience within the Hispanic business community.

She is an appointed affiliate of Cornerstone Financial Partners, serving as an estate and retirement planning specialist.

After working successfully with Sierra Health/HPN, handling VIP customers and some of the major brokers in town, Ana remains appointed in good standing with them and various other insurance carriers for group health insurance.

Among the certificates of recognition for achievements issued to Ana are those from:

  • United States Senators Harry Reid and John Ensign, Congresswoman Shelley Berkley, former Las Vegas Mayor, Oscar Goodman and former Nevada Governor Kenny Guinn
  • Renowned major insurance carriers, as “Top Producer”
  • Non-profit organizations (e.g., the Las Vegas Latin Chamber of Commerce as their highest amount fund raiser for their building name dedication in the amount of $750,000)

She is also a member in good standing of:

  • NAIFA - National Association of Insurance & Financial Professionals
  • ALPFA - Latino Professionals in Finance & Accounting
  • Estate Planning Council of Nevada

Ana has a magnetic personality and is fluently bilingual in English and Spanish. She enjoys and is well versed in art, cultural events, theater and philanthropic endeavors.

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Gary Nelson | Representative

EDUCATION

  • Bachelor of Science  in Finance from University of Nevada, Las Vegas

LICENSES AND CREDENTIALS

  • Life and Health
  • Property and Casualty

MEMBERSHIPS

  • National Association of Insurance and Financial Advisors
  • Life Underwriting Training Council Fellowship (LUTCF)
  • Corporation for Long-Term Care Certification (CLTC)

PERSONAL:
Gary has lived in Las Vegas for 26 years and has been in the financial service business for 22 years. He is married to Tamako and has one daughter, Kristyna. In his spare time, Gary enjoys fly fishing, dirt motorcycles and golfing.

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Gary Wolf | Representative

Gary has been in the Las Vegas community since 1969 and in the financial services field since 1970. He assists clients in all areas of financial planning which includes, Life, health, annuities, disability and employee benefits. Gary is married to Kathleen for 45 years and is an avid Bishop Gorman and UNLV sports fan. He enjoys traveling, golf and competitive tennis.

LICENSES AND CREDENTIALS

  • Life and Health
  • Member of National Association of Insurance and Financial Advisors serving as Past President and other positions within the organization both Local Chapter and State Chapter
  • Won the Paul Hammel award for NAIFA for outstanding service
  • Lifetime qualifying member of MDRT
  • Member of Local Kiwanis and Toastmasters organization

Strategies for Financial Independence

It is important to feel you have control over your future. At Cornerstone Financial Partners, we offer our experience and knowledge to help you design your own strategy for financial independence.

Contact us today to schedule a complimentary introductory meeting! Call us at Office: 702.982.8200 or connect with us online at customerservice@cfppartners.com.

By providing your contact information, you may be offered information regarding the purchase of insurance and investment products.