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, Hawaii, Idaho, Illinois, Kansas, Maryland, Massachussets, Missouri, Montana, Nevada, New Jersey, North Carolina, Oregon, South Carolina, Texas, Utah, Washington.    

Chet Koehler offers products and services using the following business names:

Cornerstone Financial Partners, LTD. - insurance and financial services |
Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC -securities and investments.

AIC is not affiliated with Cornerstone Financial Partners, LTD.

David E. 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.   

Brett Koehler | Financial Services Specialist

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 Financial Services Specialist.  Brett understands, firsthand, how to address the insurance 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

Justin Condemi | Insurance Broker

Hello, my name is Justin and I was born and raised in Las Vegas. I graduated college at UNLV with a BSBA degree in Finance. I worked for a CPA where I was designated as accounts payable, handling company money and responsibilities. For the last 4 years I have been working with Cornerstone Financial Partners and I believe that paying close attention to clients personal stories, and listening closely to their wants and needs is an integral part of my job. I understand that personal finance is an essential part of our livelihood, and I want to share my knowledge and experience with you.

My hobbies include playing soccer and listening to music with my friends. I also enjoy shooting photography, capturing unique moments through my lens and sharing those images with the world. I love the outdoors, hiking or bike riding, getting outside offers me great exercise while actively refreshing my perspective!

EDUCATION:

  • Bachelor of Science Degree, Business Administration in Entrepreneurship - University of Nevada, Las Vegas, NV

LICENSES AND CREDENTIALS:

  • Life and Health License

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:

  • Securities Registration Series 7, Series 66
  • Life & Health Insurance Licensed 

David H. McClure | Financial Services Specialist

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.

LICENSES AND CREDENTIALS:

  • Life & Health Insurance Licensed 

 

Mike Canfield | Financial Representative

Michael Canfield has been working in banking and retirement planning for over 14 years. He attended Cowley College and Friends University, and his passion lies in educating people to help them pursue their financial goals. Mike and his wife Jaymie enjoy being youth leaders in their church, working to help middle and high schoolers reach their potential.

LICENSES AND CREDENTIALS:

  • Securities Registration Series 6, Series 7, Series 66
  • Life & Health Insurance Licensed 

Paul Urbano | Financial Representative

Securities registered representative service since 1987.
 
Industry Awards:
  • Million Dollar Round Table Life Member
  • Million Dollar Round Table National Quality Award Recipient
 
Licenses & Credentials:
  • Securities Registration Series 6, Series 63
  • Life & Health Insurance Licensed
  • Property & Casualty Insurance Licensed
  • CA License # 0G41555

Chrisz Sena | Client Relations/Licensed Agent

Hello my name is Chrisz and I joined the CFP team in 2019. I moved to Las Vegas in 1988 and owned a successful business in the beauty industry from 1988-2019. Upon retiring from the beauty industry I joined the CFP team, where I am proud to play an important part in our team's continued dedication to our clients that we have served over the last few decades.  
 
In my free time I enjoy spending quality time with family & friends, traveling with my husband Joe and our 2 dogs Austyn & Greysin. We also enjoy attending sporting events, farmers markets, and community based events where we can give back to this wonderful city! 
 
As some of us approach retirement, we may experience anxiety or stress, but I feel that making the transition easier using knowledge based facts is key to providing a great financial planning experience. A great man once told me that, “What we do matters”. These are words that I adhere to and practice daily as we always have and will continue to put our clients' needs first!

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 cfpservice@cfppartners.com.

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