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 focused on religious studies and economics.
He began his career at Legg Mason in 2005. Stuart 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™, 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 two daughters, Alice Louise and Shirley, live 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 the president of the board for An Occasion for the Arts and also serves on the boards of the Williamsburg Symphony Orchestra and Order of the White Jacket (a W&M alumni scholarship organization).
Matthew Morgan, AIF®
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 Fray and Nora Beth. 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.
Shelly Braden, CFP®
Financial Planning Services Coordinator, Associate Wealth Advisor
Shelly Braden joined Cornerstone Wealth in October of 2018 as the Financial Planning Services Coordinator. Originally from Huntersville, North Carolina, she received her undergraduate degree in Business Management from Belmont Abbey College. She began her career in personal financial planning in Los Angeles, CA working for KLS Professional Advisors Group, an independent registered investment advisor with over $4 billion in assets under management, rising to the rank of Senior Associate. She found a passion for the field and has since earned her CERTIFIED FINANCIAL PLANNER™ certification as well as a Master's degree in Financial Planning and Taxation with a Concentration in Estate Planning from Golden Gate University.
As the Financial Planning Services Coordinator at Cornerstone Wealth, Shelly uses her extensive planning experience to build and maintain financial plans for clients. Shelly works closely with Stuart to ensure plans are detailed and personal. The application of her knowledge in estate planning and taxation enhances the impact of Cornerstone Wealth’s financial plans. She systematically reviews strategies and approaches to all aspects of financial planning in order to bring helpful tactics to our clients.
She relocated to Williamsburg in 2017 in order to be closer to family and was most recently a Wealth Advisor at PBMares Wealth Management in Newport News. In her free time, Shelly may be found cheering on the William and Mary cross country and track teams for which her husband Forest is the distance coach.
Director of Operations
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.
At Cornerstone, Cheryl focuses on client service and communication; she leads our efforts to make every client’s experience exceptional. 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 where they are avid cyclists. They have completed the MS150 Ride to benefit Multiple Sclerosis several times. She volunteers at Dream Catchers for their annual fund-raiser, Bridles and Bow Ties. Cheryl currently teaches group exercise classes at R. F Wilkinson Family YMCA in Williamsburg, and loves baking 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 was the online graphic editor and assistant to the publisher with a local publishing company. She has also served as independent consultant and district manager for Arbonne International, focused on sales and marketing, and worked at Williamsburg Christian Academy.
Dianne is known for outstanding client service in a number of administrative roles. She brings her acquired skills to support and enhance the mission of Cornerstone Wealth and wants to develop lasting and meaningful relationships with our clients.
She grew up in Newport News, married her husband, Billy, and raised four children in Williamsburg. She enjoys spending time with her three wonderful grandchildren.
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
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 two 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.