Bill is a founding partner and financial consultant with the Cornerstone Financial Group. He spent 25 years in executive management positions with one of Cincinnati's Top 100 privately held businesses, where he gained significant experience in estate and business succession planning from "the other side of the table." Bill began his financial planning career with Lincoln Financial Advisors in 1998. He does comprehensive fee-based planning with business owners as an Investment Adviser Representative of Commonwealth Financial Network®. He also has extensive knowledge in retirement income strategies and counsels pre-retirees and retirees on their options. Bill's experience with qualified retirement plans has enabled him to design custom solutions for his business owner clients who want to offer high-quality retirement plans to their employees.
Bill holds his FINRA Series 63 and 7 securities registrations as well as his Life and Health Insurance licenses. He graduated with a degree in chemical engineering from the University of Cincinnati and enjoys golf and travel in his spare time. Bill and his wife, Susan, have been married for 35 years, and they have two daughters, Stacy and Blaire.
Stacy began her career in the financial services industry with Lincoln Financial Advisors in 2000 as a client relationship manager and has been with Cornerstone Financial Group since its inception in 2006. For 16 years she has learned the “process” and a serve first approach by supporting two successful financial advisors. Stacy transitioned to an Investment Advisor Representative of Commonwealth Financial Network® in 2016, offering comprehensive financial and estate planning services to her clients. She will be working closely with her father, Bill Worthington. Bill is a 20-year veteran in the industry and a founding partner of Cornerstone Financial Group.
Stacy is an Accredited Wealth Management AdvisorSM and holds her FINRA 6, 62, and 63 securities registrations through Commonwealth Financial Network, as well as her Life, Health and Disability Insurance license.
Stacy received her BA from The Ohio State University. She and her husband, Joe, live in Amberley Village with their two young daughters.