Broker Check

Our Team

Founder & Wealth Advisor

Robert Lo, CFA

Robert Lo, CFA

Robert Lo entered the financial industry over 10 years ago with one goal: Help people understand the world of personal finance and make better financial decisions. With a vision to build his firm based on trust and respect, Robert has far exceeded that objective.

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Operations

Laura Hansen

Laura Hansen

Client Services Representative

(206) 866-6778

(206) 274-9188

Cornerstone Wealth Management Compliance Team

Gregory Shoemaker

Gregory Shoemaker

Chief Compliance Officer

Kim Nellesen

Kim Nellesen

Compliance Specialist

Dave Kaplan

Dave Kaplan

Compliance Analyst

Thomas Gooden

Thomas Gooden

Compliance Analyst