Contact Us

20300 Water Tower Blvd
Ste 200
Brookfield, WI 53045
Get a Map

Office:
Email This Office
Cornerstone Financial Group - Oak Creek

Take the first step

Are you ready for financial independence? Are you ready to be your own boss? Are you ready to make a positive impact on people's lives?

Take The First Step arrow

Associates

At Cornerstone Financial Group-Brookfield, we're proud of the success our Financial Representatives have found and know that we would not be successful without them. We share their enthusiasm and drive, and are proud to foster an environment that allows our associates the opportunity to continue to grow.

Meet some of our representatives. 

 

Patrick T Horne, CLU®, ChFC®

Financial Advisor

 Pat Horne began his career with Cornerstone Financial Group-Brookfield as a college intern in 1977. During his internship, Pat earned the Top 10 Intern achievement. He started his full-time career as a Financial Representative in 1980. Since then, Pat has transitioned his practice from Financial Representative to Financial Advisor. He has earned his CLU and ChFC designations, and is a lifetime Million Dollar Round Table member: 

 

 

Melissa M Burback, CLU®

Financial Representative

 

 Missy Burback, CLU, has been located in Brookfield, WI as a Financial Representative with the Cornerstone Financial Group of the Northwestern Mutual Financial Network since 2004.   She specializes in working with professional women with strong family values.   In following her hard-working and driven life values she received her designation of a Chartered Life Underwriter (CLU) in January 2008 to provide her clients even more knowledge and assistance to improve their financial goals and education.

 

 

Matthew Sonn

Financial Representative

 

 

 Matt Sonn joined Cornerstone Financial Group – Brookfield in 2006 after graduating from the University of Wisconsin – Whitewater with a degree in Finance. 

 

 

Steven Saber, CLU®

Financial Advisor

 

Steve Saber joined Cornerstone Financial Group right after graduating from UW-Whitewater. During college, Steve sold books door-to-door to make extra money; he realized he would rather make a real difference in people's lives, as opposed to making a quota. As a goal-oriented individual, a career as a financial representative gives Steve the opportunity to have an impact in his clients' lives while maintaining an entrepreneurial spirit.

As a financial representative, Steve Saber enjoys working with business owners, individuals, and families by analyzing the market, economy, and current financial environment. He applies this analysis to create solutions that are as unique as his clients. 

 

 

David P Cerny, CLU®, ChFC®

Wealth Management Advisor

 

Dave Cerny joined Cornerstone Financial Group-Brookfield right after graduating from University of Wisconsin-Madison. As a goal-oriented individual, a career as a Financial Representative gives Dave the opportunity to have an impact in his clients' lives while maintaining an entrepreneurial spirit.

Dave Cerny applies a holistic approach to ensuring his clients’ needs are taken care of and enjoys working with a diverse clientele. Through personal commitment, professional associations and continuing education, Dave has worked hard to establish a reputation as a respected professional and to gain the trust of clients. 

 

 

 

Jay Winslow, CLU®

Financial Advisor

 

Jay Winslow joined Cornerstone Financial Group-Brookfield in 2000. As a finance major, Jay wanted to use his knowledge to help families create a holistic approach to financial well-being; after graduating, he found that the strength, philosophy and reputation of Northwestern Mutual aligned with his ideas of sound financial planning.

Jay Winslow’s personal experience as a parent helped him determine to get involved in Northwestern Mutual’s Special Steps program: in 2006, his son Gavin was born with end-stage renal failure, giving him 10-15% function in one of his kidneys, and 0% function in the other. He received a kidney transplant from his mother, Jill, in 2008. Since then, Jay has been active with the Special Steps program and has helped many families with special needs children.

Jay transitioned his practice from Financial Representative to Financial Advisor in 2009. This shift allows him to provide more solutions for his clients. 

 

 

 

Mark Neumann, CLU®

Financial Representative

 

Mark Neumann has been a Financial Representative since 1988. He has earned the Chartered Life Underwriter (CLU) designation. Mark is also a member of NAIFA.