Cornerstone Financial Group |
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Contact Us10050 S 27th St Office: 414-817-5460 Take the first stepAre 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
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AssociatesAt Cornerstone Financial Group-Oak Creek, 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. Heather BahilloFinancial Representative
Heather is also the College Unit Director for the Cornerstone Financial Group - Oak Creek office; she mentors and develops college Financial Representatives as they grow their own businesses while working closely with her clients to build long-term relationships. Shawn CannonFinancial Representative
Through a business relationship with Northwestern Mutual, Shawn Cannon experienced the camaraderie and genuineness of Financial Representatives, and wanted to join with an organization that offers world-class products and services and supports its sales force at the same time. Shawn’s career with Cornerstone Financial Group gives him the opportunity to provide expert guidance and innovative solutions to help his clients identify and meet their financial goals at different stages in life. Aaron Daniel LuccasFinancial Representative
Aaron Luccas joined Cornerstone Financial Group – Oak Creek as a Financial Representative in 2009. He was introduced to Northwestern Mutual by a friend and was immediately attracted to the strength of Northwestern Mutual and the culture of Cornerstone Financial Group. Aaron Luccas has a passion to help others and applies that daily in his career as a Financial Representative. He enjoys sitting down with clients, listening to their goals, and becoming part of their future plans: “I help my cleints identify needs and help them fulfill those needs though risk management and wealth accumulation. With enthusiasm, honesty, and persistence, I plan to highlight opportunity and develop success.”
JoAnn MurthaFinancial Representative
With over 20 years of experience in the financial services industry, JoAnn can say with confidence that helping clients achieve their financial goals is her passion. JoAnn's practice has grown to encompass a diverse clientele in the Racine and Kenosha areas, surrounding her core clientele of women professionals and business owners. She enjoys leveraging Northwestern Mutual's network of specialists as resources for cases involving a high level of preparation, such as business owner needs and working with high net-worth individuals.
JoAnn is currently a member of the Racine Symphony Orchestra Board, the Racine Junior Achievement Board and the University of Wisconsin-Parkside Foundation Board. She is also a member of TEMPO and the Kenosha Women's Network. Racine is JoAnn's lifelong hometown and she lives here with her husband, Bob Murtha.
Darin Campagna, CLU®Financial Representative
Darin became a full time Financial Representative in 2002, working hard to establish his own client base with the goal of helping his clients to obtain their financial goals. Darin quickly grew his own business reaching the goals placed before him. Darin obtained the Pacesetter First 40, Pacesetter Second 60 and the company's Bronze and Silver awards, was awarded the agency New Financial Representative of the Year award for The Goris Group in 2003, and obtained his CLU designation by completing the examinations required.
Bob Heiderman, CLU®, ChFC®, CLTCFinancial Representative
Robert Heiderman’s mission is to establish relationships of trust with quality individuals, families, and businesses by assisting them in achieving confidence through realization of their financial needs, goals, objectives, and dreams. Bob has been in the financial services industry since 1970. He has attained his Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations from the American College and has also earned his Certification in Long-Term Care Planning.
James FilipekFinancial Advisor
Jim Filipek has been with the Northwestern Mutual Financial Network since the 1970s. Jim started his career as a Financial Representative through the Internship program, where he was in the Top 5 in the country. After graduating from UW-Parkside, he began his career full time and managed the Racine office from 1986-1999; he returned to private practice to focus on his clients and has recently transitioned from Financial Representative to Financial Advisor.
Brian SasakiFinancial Representative Intern |
Shawn Cannon joined Cornerstone Financial Group – Oak Creek in 2011; he left a successful career in mobile communications so that he could work with people in a more meaningful way, have a sense of accomplishment at the end of the day, and have the flexibility and freedom that owning his own business offered.
