Meet the Team
Meet the people who would go to bat for you
Our team is built around one belief: every family deserves an advocate. We are not just advisors, we are partners committed to understanding your life, your goals, and the future you are working toward.
Our Team
Julie Bird
Advisor & Financial Planner, CEPA, CexP, CFBS, CPFAWith a distinguished career spanning more than 33 years in the financial services industry, Julie Bird earned a reputation as being a trusted leader and advocate dedicated to empowering clients with the tools to achieve financial security and the peace of mind of knowing that they are prepared for their financial future.
Anthony Bird
CPA* Anthony is a CPA with more than 35 years of experience working with business owners and high-net-worth families on complex financial, tax, and wealth planning matters.
Mike Anderson
Relationship ManagerMike Anderson brings a unique blend of dedication, experience, and client-focused passion to his role as a relationship manager and advocate at Cornerstone.
Judith Stoddard Sherman (Judy)
Advisor & Financial Planner, CEPA, CFBSJudy established a financial planning and services practice in 2003 after a successful career with companies such as AT&T, Unisys and Microsoft. Today she works with business executives, families and individuals to prepare for life’s inevitable financial changes.
JD Diamondoplous
Financial Services ProfessionalJD Diamantopoulos is a financial services professional with Cornerstone Wealth Strategies, serving clients in the Dallas–Fort Worth area. He specializes in helping individuals and families pursue their financial goals through personalized and disciplined financial strategies.
Amanda Laney
Financial AdvisorAmanda Laney is a financial advisor and business owner dedicated to helping other business owners, professionals, and families make informed financial decisions.
Kyleigh Prather
Operations Specialist Kyleigh Prather is a dedicated Operations Specialist at our Southlake, Texas-based firm, residing in nearby Bedford. With three years of experience in bookkeeping, Kyleigh brings a meticulous attention to detail and a deep understanding of clients’ needs and concerns to her role.
Stephanie Knapp
Financial AdministratorStephanie Knapp is a dedicated Financial Administrator with over 13 years of experience in the financial services industry with Cornerstone Wealth Strategies, specializing in client service.
Michael Rodgers
Executive Assistant and New Business Coordinator Michael Rodgers is a dedicated Executive Assistant and New Business Coordinator at Cornerstone Wealth Strategies in Southlake, Texas, with 14 years of experience in the financial services industry.
Michelle Pultorak
Director of Client Experience Michelle Pultorak is a dedicated Client Experience Coordinator with over 15 years of experience in general office duties, data entry, and delivering impactful group presentations.
Mari Jo Paret
ConciergeMari Jo “MJ” Paret brings five years of dedicated experience supporting a financial services team, now serving as our esteemed Concierge.
Kristin Lea
Virtual AssistantKristin Lea is a dedicated Virtual Assistant at our financial services company. She brings a fresh perspective to the industry with her exceptional organizational skills and detail-oriented approach.
Meet Bluecrest Financial Alliances
Through our partnership with Bluecrest Financial Alliances, we have access to their resources and specialists including the following:
Cody Cabler
Director of Financial Planning
Mike Cogliano
Compliance Officer
Robin Skillingberg
Vice President of Advisor Experience