Craig A. Moddelmog

President

Craig A. Moddelmog Sr. is the financial quarterback for all Cornerstone Wealth Management clients, and executes a finely tuned process for creating a personalized strategy designed to integrate all of the pieces of your financial life. Craig’s commitment to taking the time to fully understand who you are and what matters most to you allows him to deliver strategies intended to move in lockstep with your investment needs.

Craig’s experience and expertise allow him to assist clients with wealth accumulation, wealth preservation, and wealth transfer strategies through a disciplined wealth management process. This process encompasses asset allocation, client portfolio management, retirement planning, liability management, tax minimization and asset protection.

Craig began his career in the financial services industry in 1993. Craig earned his B.S. from the University of Northern Colorado in 1991, and received a Masters of Arts from The University of Northern Colorado in 1992. Craig is a Registered Investment Advisor, holds several securities registrations through Private Client Services including the series 7, 63, 65, 24, 9 & 10, and is a Chartered Retirement Planning Consultant, CRPC®. He also holds a Colorado Insurance license.

Tonya A. Moddelmog

Chief Financial Officer

Tonya A. Moddelmog brings more than 20 years of experience in business and accounting to Cornerstone Wealth Management. As the Chief Financial Officer for Cornerstone Wealth Management, she is responsible for the day to day operations of the firm, client reporting, and directs all administrative and account management strategies.

Tonya brings a tremendous amount of energy and experience that will benefit both Cornerstone Wealth Management, and the clients that we serve. She will play an integral role with all clients, and is there to assist them with all of their service needs. Clients will find that Tonya provides a tremendous amount of expertise and care with everything she does.

Tonya graduated with a BA in Marketing from Fort Hayes State University in 1990, and earned an additional degree in Accounting from Metro State University in 1997. She is also Series 7 FINRA securities registered through Private Client Services.

Tonya and Craig have been married for 25 years, and have two wonderful children Craig Jr. (C.J.), and Elizabeth Ann.