Our Mission

Our Vision

The Cornerstone Family is a caring, Customer-centric, diversified, and high-performing financial services company built to provide stability through any economic cycle for generations to come. We operate from a place of peace with discipline. We succeed by earning the trust of Customers, exceeding their expectations, and earning referrals to serve even more Customers.

We are growers who create a fulfilling workplace that attracts, develops, and retains the highest quality talent. Our entrepreneurial spirit, refreshing culture, efficient processes, total Team Member engagement, and outstanding leadership teams propel Cornerstone’s sustained success and profitable growth. We support our Team Members’ professional and personal growth through training, consistent communication, empowerment, and guidance. We help our Team Members build individual legacies of service and kindness that will have a lifelong impact on millions of people.

Together, our Team Members strive to build a remarkable company with a reputation that inspires prospective Team Members and Customers to seek us out to become their preferred workplace and financial services provider. With hard work, a caring heart for service, continuous improvement, and a passionate commitment to excellence, our Team Members collectively focus every day on achieving something extraordinary: the joy and excitement of building the industry’s best company in terms of Customer satisfaction, Team Member satisfaction, regulatory excellence, reputation among our peers, and performance.

Our Convictions

We Live and Lead with Honesty and Integrity

• We honor our commitments.
• We do what’s ethically and morally right.
• We take responsibility and make it right.
• We make our services available on a fair basis to members of the communities we serve.

We Respect and Care for Our People

• We lead by serving.
• We invest in the growth of our Team Members to empower them to build lasting legacies.
• We encourage input and ideas from our Team Members.
• We stand by our Team Members in times of need.
• We create a Happy Workplace and have FUN together!

We Go All‐Out Because We Are All‐In

• We embrace and foster an entrepreneurial spirit.
• We bring our best every day because mediocrity is not an option.
• We meet or exceed our Customers’ expectations and deadlines.
• We take ground and don’t build fences.
• Everything we do increases the value and attractiveness of our brand.

We Are Wise Stewards

• We make strategically sound business decisions.
• We consistently focus on profitable and sustainable growth.
• We develop processes and technology that make work easier.
• We don’t waste time. It’s a precious resource.
• We push to increase our generosity as our business grows.