A Solid Foundation for your significant financial objectives

REINSURANCE Professionals

Investment management and regulatory guidance for extended service contract funds

COMPANY Retirement Plans

Investment and operational guidance for plan sponsors and participants

INDIVIDUAL Clients

Wealth management for business owners, medical professionals and retirees

Your goals deserve the strength and support of an experienced financial team – planners and advisors with advanced degrees and professional designations who hold themselves to the highest standard when managing the investments of the institutions and individuals they serve. Welcome to Cornerstone Financial Consulting of Raymond James, where every action is weighed with your best interest in mind.

Our Team

Robert Burghart
Robert W. Burghart, MBA, CIMA® AIF®
Senior Vice President, Investments Complex Manager
Joshua Aylesworth
Joshua Aylesworth, CFP®, CEPA, CWS®
First Vice President, Investments
Kristin Seed
Kristin Seed
Complex Administrative Manager
Tyler Wieczorek Bio Image
Tyler Wieczorek, AAMS®
Financial Advisor
Stephanie Jean Leonard
Stephanie Leonard
Branch/Complex Business Coordinator
Alex Petrowski
Alex Petrowski
Client Service Associate

Information & insight

Turning feedback into action will increase loyalty.
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Business Ownership
Technology and trends have made individual investors an important part of the private market.
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Markets & Investing
The 90-day reduction on tariffs between the US and China is a positive development, but some questions remain.
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Markets & Investing
Keeping your financial plan aligned with your goals, risk tolerance and time horizon.
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Markets & Investing
Chief Investment Officer Larry Adam provides timely market and economic commentary and analysis.
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Markets & Investing
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
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Markets and Investing

Investment strategies this complex
call for those who truly know them CALL ON US FIRST

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.


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