Stuart Honenberger, CFP®
Stuart Honenberger, originally from Orange, Virginia, has called Williamsburg home since 2002. He is a graduate of the College of William & Mary, where he majored in religious studies and minored in economics. Stuart began his career at Legg Mason in 2005. He spent four years with Legg Mason and Smith Barney before co-founding Compass Wealth Strategies in 2009. He established Cornerstone Wealth in January 2017.
As a CERTIFIED FINANCIAL PLANNER™ professional, Stuart has a deep knowledge of and admiration for the advisory approach to wealth management and is committed to serving as a fiduciary for every client.
He thoroughly enjoys being with his clients, building individualized wealth plans, structuring portfolios, and leading the tremendous team at Cornerstone.
Stuart; his wife, Elizabeth; and their three children, Alice Louise, Shirley, and Clark, love living close to his alma mater in the City of Williamsburg. He is active in his church and loves attending sporting and cultural events at William & Mary.
Stuart’s enthusiasm for his community is highlighted by his board involvement. He is a past president of the board for An Occasion for the Arts and has also served on the boards of the Williamsburg Symphony Orchestra and Order of the White Jacket (a W&M alumni scholarship organization).
After 11 years and 3 firms, Stuart decided to establish Cornerstone as a place that provides clients and team members with an atmosphere dedicated to excellence and accessibility. He believes that the financial services industry, and the investment community in particular, is often overconfident and prideful. As a result, it tends to look down upon those looking for help as less capable or unintelligent. This creates a power dynamic that does not foster a collaborative advisor client relationship. Stuart’s convictions lead him to serve his clients, not lord knowledge over them.
Stuart chose the name Cornerstone for the firm because it communicates the necessity of planning, as well as the humility of it. Cornerstone’s services are not meant to be flashy or dazzling; instead, they are intended to create significant impact and provide substantial value to clients. The goal of Cornerstone is to support the future its clients desire through proactive planning and communication. Stuart welcomes the opportunity to have a no-obligation discussion about a client’s needs and Cornerstone’s services.
Matthew Morgan, AIF®
Wealth Advisor, Richmond
Matt Morgan joined Cornerstone Wealth in 2019 as a Wealth Advisor. Originally from Moorestown, New Jersey, Matt graduated with a Bachelor of Arts degree from Wheaton College in Illinois where he studied business and interpersonal communication. After several years working in ministry, Matt began working as a financial planner Richmond, Virginia in 2014 at an independent advisory firm.
As a Wealth Advisor at Cornerstone, Matt’s primary focus is on serving clients in the Richmond area. As an ACCREDITED INVESTMENT FIDUCIARY® designee, Matt utilizes a detailed financial planning process. He loves to educate and engage with each client so that the “why” behind each decision is clear, thus instilling confidence. Matt uses his experience and knowledge to guide clients into and through life’s key financial stages. Matt enjoys building tactical charitable giving strategies. His specialization in retirement distribution, insurance, and estate planning makes him a valuable part of the Cornerstone Wealth team.
Matt and his wife, Teryn, are proud parents of their daughters, Anna, Nora Beth, and Jillian. Whether exploring the Richmond food scene, running, or simply connecting with friends, Matt is always up for an adventure. He loves the opportunity to talk about world travel and his love of coffee. Matt serves actively in his local church and is proud to be an engaged member of the growing Richmond community.
Wealth Advisor & Portfolio Specialist
Lee Lehmkuhler joined Cornerstone Wealth in September of 2021 as a Wealth Advisor and Portfolio Specialist. He earned a Bachelor of Science degree in Business Administration from Old Dominion University where he majored in Information Technology. Lee interned at a financial advisory firm in 2006 and then spent a year in the real estate industry. He joined Scottrade, Inc., in 2008, where he helped clients develop and improve their investment skills. In the decade he spent at Scottrade, he had increasing responsibility, ultimately managing an office in Newport News. After Scottrade was acquired by TD Ameritrade in late 2017, Lee moved to an independent advisory firm where he could continue to put clients’ interests first. He served as an advisor to the firm’s growing client base as well as oversaw their portfolio process. At the beginning of 2020, Lee had the opportunity to further his knowledge of finance by accepting a position at Newport News Shipbuilding as a financial analyst. In this role, his work shifted from personal finance to corporate finance. He was responsible for creating profit & loss statements and cost forecasts based on in-depth risk analysis.
As a Wealth Advisor and Portfolio Specialist at Cornerstone, Lee focuses on improving the services delivered to clients. As a Wealth Advisor, he engages with clients to understand their goals, create customized plans, develop portfolios, and meet regularly. Through his planning and portfolio advice, he continues the dedicated and responsive service that exists at Cornerstone Wealth. In his role as a Portfolio Specialist, he oversees the portfolio management process. He is an active member of the investment committee, where he is an integral part of building, maintaining, and implementing the firm’s portfolio process. He serves as a key liaison between Cornerstone and the wider Commonwealth Financial Network’s Investment Management and Research team.
Lee moved to Hampton Roads in 1996 from Dalton, Georgia and currently resides in Newport News with his wife, daughter, and 6-pound Yorkie. When not at work, you can find Lee spending time with friends and family, listening to an audiobook/podcast, or researching for the next fun family adventure. Both he and his wife are into running and his wife is a co-owner of Point 2 Running Company, a run specialty retailer in Newport News and Chesapeake. That has helped fuel his hobby and you can often find Lee running his standard 4-mile route around his neighborhood near CNU or training for his next race. He has completed 1 marathon, 19 half-marathons, 3 obstacle course races, and countless 5Ks and 10Ks and hopes to eventually run a race in all 50 states!
Director of Operations
Kimberly Newton joined Cornerstone Wealth in June 2018. She is a graduate of the University of Virginia with a bachelor of science degree in commerce and has spent most of her career in the financial services industry. Previously, she was with a financial services firm in Richmond for 13 years, where she served as the chief of staff for the organization. In that capacity, she was a part of the management team, directed the onboarding of advisors to the branch, and oversaw the support of more than 200 advisors nationally.
As the Director of Operations, Kimberly serves our clients by leveraging her extensive experience to enhance our existing processes in our ever-present effort to improve. She focuses on maximizing efficiency and effectiveness for each individual and the team as a whole. Whether serving a client directly or supporting a member of the team, Kimberly has a positive impact on every service we provide to our clients.
Kimberly grew up in Williamsburg and is thankful to be back in her hometown. She loves boating, photography, being outdoors, traveling adventures, and spending time with her family (preferably on the James River!). Kimberly is active in her church and has gone on mission trips to Kenya, Ghana, and Thailand.
Senior Client Service Associate
Cheryl Warren, a native of the San Francisco Bay Area, was a part of the Cornerstone team when it launched in January 2017. She began working with Stuart in 2010. Before her move to Williamsburg, she was the executive assistant for 12 years to the CEO of a prominent asset management firm in Greenwich, Connecticut, and oversaw office operations for three U.S. offices and four international offices.
As a Senior Client Service Associate, Cheryl leads our efforts to make every client’s experience exceptional. She is in communication with our clients regularly to handle requests ranging from establishing accounts to coordinating charitable gifts. She especially enjoys tasks involving money movement, stock certificates, and cost basis research. Cheryl’s experience in operational and administrative tasks allows our wealth advisors to spend more time helping you.
Cheryl and her husband, Brad, live in Williamsburg. She loves cycling, running, knitting, baking, the San Francisco Giants, and spending time with her husband and little beagle, Juju.
Client Service Associate
Dianne McDonald has been a part of Cornerstone since its founding in January 2017. Before helping launch Cornerstone, she worked with Stuart and Cheryl at Compass Wealth Strategies from May 2013 to January 2017. Prior to her work in the financial services industry, she held administrative and leadership positions with Arbonne International, Williamsburg Christian Academy, and a local publishing company.
Dianne brings her love of people and acquired skills to support and enhance the mission of Cornerstone Wealth. She is known for outstanding client service in a number of administrative roles. Whether assisting an advisor, team member, client, or guest, Dianne carries out her role professionally and with care. Over the years, she has been grateful to develop many meaningful relationships with our team and clients.
Dianne is from Newport News where she married her high school sweetheart, Billy. Prior to her working career, she was devoted to raising their four children and serving in church youth work. She has also had opportunities of volunteering to support Billy’s work with Bible translation. Traveling coast to coast and internationally has been a part of her family and ministry experience. She enjoys bike rides, playing tennis, and walks with Billy. She is blessed to have living parents and three beautiful grandchildren, with whom she enjoys playing games, sharing meals, and snuggling.
Client Service Associate
Blaire Ruch joined Cornerstone Wealth in April of 2019 as a Client Service Associate. She graduated from the University of Virginia, where she earned her Bachelor of Arts degree in Sociology. She has worked in administrative and customer service roles throughout her career, highlighted by being on a two-person team that supplied military bases being established or enlarged in the Middle East following September 11th. For 14 years, she served as an “investment manager” in the health and well-being of her husband and their four lively children.
She is passionate about serving with excellence. As a Client Service Associate, she applies that passion to responding to client needs and requests. Cornerstone Wealth helps their clients organize and operate their financial plan. Blaire’s attention to detail and care for others makes her key to our efforts.
Blaire grew up in Mechanicsville, Virginia, and remembers visiting Williamsburg often as a child, mainly to shop! After living in Dallas, Texas and Topeka, Kansas for 14 years, she is thrilled to call Virginia home. Blaire is married to her college sweetheart, Hunter, who is an associate pastor at the Williamsburg Community Chapel. Blaire loves running, and she checked off a bucket list item by finishing the Richmond marathon in 2017.
Client Service Associate, Richmond
Michelle Alder, a native of Salt Lake City, Utah, joined Cornerstone Wealth in June of 2019 as a Client Service Associate. She graduated from the University of Utah with a bachelor’s degree in Business Management. Previously, she served as a Client Specialist for four years at a financial services firm in Salt Lake City that was also a part of Commonwealth Financial Network.
Michelle’s knowledge of the processes and paperwork of our broker dealer makes her a valuable resource to our advisors and clients. As a Client Service Associate, among other duties she assists clients with new account setup, account transfers, and money movement. She enjoys a collaborative environment and works well with the team to ensure client needs are met both timely and completely. She believes strongly in the importance of estate planning and enjoys helping clients with the titling of accounts and beneficiary listings.
Michelle and her husband, Dave, relocated to Virginia in 2017. They live in Richmond with their three sons and have enjoyed exploring the East Coast. She frequently has a camera in her hands and loves to capture photographs of her family and surroundings. Michelle loves golfing, reading, traveling, and skiing in the winters.
Client Service Associate, Richmond
Susan joined Cornerstone as a Client Service Associate in 2021. She graduated from the University of West Georgia with a Bachelor of Business Administration degree in Marketing. Previously, she served as a Client Service Specialist with a financial services firm in Midlothian, VA. Prior to her career in financial services, she held management positions in the airline industry and served as a travel agent.
As a Client Service Associate, Susan ensures that each task and client need is addressed with both care and attention to detail. Her responsibilities include scheduling and preparing for client meetings, money movement, and establishing new accounts. In her prior role, Susan served as the team lead in estate settlements, where she assisted families walking through difficult transitions with care and professionalism. Throughout her career in service, and specifically in the finance industry, she has enjoyed working in a collaborative environment and developing relationships with each client.
Originally from the Atlanta metro area, she moved frequently early in her career. In 2005, Susan arrived in Richmond and met her husband, Jeff. She is passionate about travel and loves to explore new places as often as she can. Whether at home or traveling, Susan loves being in nature and especially enjoys hiking. She stays busy with reading, photography, and learning about health and nutrition.