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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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.
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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!
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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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.
Jaime Valentini | Financial Representative
Jaime Valentini, a seasoned benefits analyst and focused financial representative has been assisting employers, families, and individuals with risk management and financial protection for over 18 years. She offers clients both investment and insurance options that help them achieve sound financial plans and benefits packages. Using consistent planning and logical philosophy, Jaime builds relationships with her clients, and the clients’ outside trusted advisors to help achieve the client’s goals.
Jaime has partnered with Cornerstone Financial Partners, Ltd to offer her clients many financial options. She joins a team of financial professionals with more than 100 years collective experience helping employers, families, and individuals plan and protect the lives and the wealth that her clients have worked hard to achieve. Below is a list of some of the products and strategies used to help clients achieve sound financial plans and benefits packages.
- IRAs/401k Rollovers
- Group Benefits (Health, Life, Dental, Vision, Disability, & Voluntary)
- Pension Payout Alternatives, Pension Transfer/Rollovers
- Fixed and Variable Annuities, Tax Sheltered Annuities
- Mutual Funds, Stocks, ETFs
- Individual Health Insurance (Subsidy assistance available)
- Long-Term Care Insurance
- Medicare Supplement /Medicare Advantage/Medicare Prescription
- Life Insurance (Term, Universal, Variable, & Whole Life)
- 401k and 403(b) for employers
- Business Succession Strategies, Buy/Sell and Key-Man Strategies
- Split Dollar and Executive Bonus, Salary Continuation Programs
- Property, casualty, liability, surety
LICENSES AND CREDENTIALS:
- Securities Registration Series 7, Series 63
- Life & Health/Disability Insurance Licensed
- Property & Casualty & Surety Insurance Licensed
- EDUCATION:
- Associate of Applied Science in Computer Science, Montana Tech
- Bachelor of Applied Science in Computer Science, Montana Tech
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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.
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Paul Urbano | Financial Representative
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Chrisz Sena | Client Relations/Licensed Agent
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.