Cornerstone Financial Partners is a privately held, independent financial planning practice. We have absolutely no proprietary products and are not restricted to the use of any specific investment vehicles. We have a fiduciary responsibility to place the interests and needs of the client ahead of our own. We provide our clients with tailored solutions with the most prudent advice possible given our expertise and experience.
Adam M. Sutton
Adam is a retirement planning professional and is the founder of Cornerstone Financial Partners. Adam is in his 10th year in the industry. He is a Series 66 licensed Investment Advisor Representative (IAR), is life, accident and health insurance licensed in Indiana and Michigan, while also being certified to address long-term care in Indiana.
Chad R. Patterson
Chad brings a wealth of sales knowledge and expertise to our firm. He is in his fourth year in the industry. Chad graduated from Tri-State University (now Trine University) with a Bachelor of Science degree in Engineering Administration. He has an extensive background in sales and project management, which are vital traits when addressing clients and the needs that they have. Chad is life insurance licensed in Indiana, Iowa and Missouri.