Tim Flick, CFP®
Founder, Investment Advisor, Certified Financial Planner™ Professional
Tim has had the opportunity to work for some of the world’s largest financial institutions. He elected to use his experience and knowledge to better serve his clients by founding Cornerstone Financial Advisory, LLC, a smaller client focused firm. “I wanted to feel that I was working for the client, as opposed to the corporation”, Tim said. He believes that building a financial plan or investment portfolio begins with listening to the client. He starts with finding their values, life’s station, risk tolerance, and goals to craft a solution based upon their specific situation. Being an independent financial advisor puts Tim in a position to operate on the premise that unbiased opinions and a wide variety of nonproprietary solutions are in the best interest of the client. Tim said, “This allows me to really work at my passion of helping people reach their goals and even consider how their values can be at the foundation of their plans.”
He is a regular contributor to articles, blog posts, and a frequent public speaker on different topics related to financial planning.
Tim enjoys spending time with his wife and four children. They have two boys and two girls who, according to Tim, “all have extraordinary talent”.
Tim currently serves as an Elder in their local church and, although challenging, finds it rewarding to see other’s spiritual growth. He has enjoyed, at different times of the last several years, coaching his children’s basketball, baseball, or soccer teams. Tim loves the beauty of the Caribbean and has found an opportunity to serve a community in the Dominican Republic by visiting and supporting a pastor, who is a D.R. national. This pastor and his family feed seventy kids a day from their home.
The mission of our company is to be an engine of blessing to our clients, families, and community. Our method of accomplishing our mission is by practicing servant leadership.
We will serve and create compelling value for our clients by leading and inspiring clients to reach their goals. With their permission, we will hold clients accountable on keeping their best intentions. We, in turn, translate our client’s needs, goals, and values into a strategy, helping align their actions with their values.
Duane "Duke" Haley
Duke joined Cornerstone Financial Advisory, LLC in 2016 as Financial advisor. Duke has been a financial advisor for almost a decade and brings his knowledge and experience to each interaction. He is dedicated to developing long-term relationships with my clients and maintaining the highest level of integrity and professionalism. Duke is proud to offer financial guidance in plain English – no technical jargon. He specializes in financial planning, investment management, estate planning, and financial education.
Whether you’re a current client or interested in becoming one, please feel free to contact him at 317-810-1080 or by email at firstname.lastname@example.org. Duke looks forward to hearing from you and working with you to attain your financial goals.
Duke follows a disciplined four-step wealth management process. He first listens to his clients to learn about their past experiences, current situation, and aspirations. Using the information gleaned from his clients, he then develops ways to help them achieve their financial objectives. Duke explains his findings, recommendations, and advice in plain English. Once a plan is in place, he continually monitors and evaluates the plan, making adjustments as needed.
Duke brings his education, advanced training, and a commitment to ongoing professional development to each client relationship. He has access to independent broker-dealer Cambridge Investment Research, Inc.’s extensive resources as well as fellow specialists to help him meet clients’ wealth management needs.
Duke is a graduate of Central Connecticut State University with a degree in marketing. Duke and his family moved to Indianapolis in the early 1990s to partner with SCM Real Estate Development, the developer of high profile neighborhoods on the north side of Indianapolis. Duke has been active in the local community for nearly 25 years and is currently a board member of the Heroes Club of Carmel.
In his spare time, Duke enjoys golf and fitness. Duke and his wife, Kathryn, live in Carmel with their five children, Mackenzie, Tom, Sam, Maryann, and Tony.
Financial Planning Process:
Duke is a believer in the “four cornerstones of wealth,” which include investments, liability management, risk management, and lastly, trust, estate, and fiduciary services.
He follows a disciplined four-step wealth management process. He first listens to his clients to learn about their past experiences, current situation, and aspirations. Using the information gleaned from his clients, he then develops ways to help them achieve their financial objectives. Duke explains his findings, recommendations, and advice in plain English. Once a plan is in place, he continually monitors and evaluates the plan, making adjustments as needed.
Duke brings integrity, commitment, flexibility, and kindness to each relationship, with a focus on a common priority: the client.
Integrity: Honesty, fairness, and ethics are the foundation of our culture.
Commitment: We make a difference to our community through quality, excellence, and service.
Flexibility: We offer solutions based on being open-minded, resourceful, and committed to mutual win-win.
Kindness: In all things, consideration and compassion with a human touch guide our decisions.
Erin graduated from Indiana University, Bloomington with a Bachelor of Science in human development and family studies. She enjoys spending time with her family and is active with Fortville Christian Church.
You may reach Erin at our office number (317) 947-7047 or by email at email@example.com.
Supervisor, Cambridge Source-Office Assistant
Jamie Roth joined Cambridge in 2012 and has nearly 10 years of experience in the financial services industry. In her current role, Jamie assists financial professionals with administrative responsibilities including account management, reporting and planning, communication, and client management. Jamie earned a Bachelor of Arts degree in business teaching from the University of Northern Iowa. She holds the FINRA Series 99 license and is a Certified Administrative Professional. Additionally, she is a graduate of Cambridge’s Aspiring Leaders Program and Cambridge’s Continuous Improvement Embedded Leaders program. Jamie currently lives in Wayland, Iowa, and enjoys the outdoors, traveling, and spending time with her husband and two sons.