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Our Team

Nick Dionisos, CPA President

ndionisos@cornerstonewealthmgmt.com

Michael Kelley II, CFP® Vice President

mkelley@cornerstonewealthmgmt.com

Christina Kyrkos Fanourakis MBA, CFP® - Director of Financial Planning

ckyrkos@cornerstonewealthmgmt.com

Nicholas M. Kaplan, CPA, CFP® Director of Wealth Management

Megan Wells Rojka Investment Associate

Investment Associate
mwells@cornerstonewealthmgmt.com

Brandon Davidson Investment Advisor

Investment Advisor
bdavidson@cornerstonewealthmgmt.com

Kaye E. O'Boyle Chief Compliance Officer

Chief Compliance Officer
koboyle@cornerstonewealthmgmt.com

Ed Malone, MFA Chief Compliance Office

emalone@cornerstonewealthmgmt.com

Lauren Christie Portfolio Administrator

Portfolio Administrator
lchristie@cornerstonewealthmgmt.com

Office

27366 Center Ridge Rd
Westlake, OH 44145

Contact Info

Email
info@cornerstonewealthmgmt.com

Phone
440-899-4000

Toll Free
888-993-2727

Fax
440-899-9030

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Cornerstone Wealth Management (CWM) is a Security & Exchange Commission (SEC) registered investment advisor, doing business in Ohio.  Information relating to securities is intended for use by individuals residing in states in which the investment advisor representative has received licensure or is otherwise exempt from filing status.  This site does not constitute a complete description of our investment services and is for informational purposes only. 
 
Nothing on the CWM website should be construed as a solicitation, offer or recommendation, to acquire or dispose of any investment or to engage in any other transaction.  We do not render or offer to render personalized investment advice or financial planning advice through our website.  Advice can only be given after delivery of our Disclosure Document and execution of an investment advisory agreement by the client and CWM.
 
Information throughout this internet site, whether investment specific, charts, articles, or any other statements regarding market or other financial information, is obtained from sources which we, and our suppliers, believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information.  The information and opinions contained in this website are provided by CWM for personal use and informational purposes only and are subject to change without notice.  Nothing contained on this website constitutes investment, financial, legal, tax or other advice or is to be relied on in making an investment or other decision.  Nothing on this site should be interpreted to state or imply that past results are an indication of future performance.

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