Our Team

We are experienced professionals committed to delivering superior service and guidance. We look forward to earning your confidence.

   

 

 

 

Christie Jackson, Personal Assistant
 
Phone: (254) 526-7032 ext. 15
Fax: (254) 526-8025
E-mail: christie@cfsotx.com

I have been in the financial services industry since 1998, and have been with Cornerstone Financial Services since 2000.  I am available to assist you with any questions you may have regarding the completion of paperwork, in-force sales illustrations, quotes and the underwriting process of new business.  I can assist in coordinating appointments (in-office or teleconference) with your representative, Brad Dickson, and can help you with a variety of transactions concerning your existing policies/accounts.

 

 

 

 

Michelle Zuspan, Personal Assistant
 
Phone:  (254) 526-7032 ext. 10
Fax:  (254) 526-8025

I have been with Cornerstone Financial Services since 2012.  I am available to assist you with any questions you may have regarding the completion of paperwork and in-force sales illustrations.  I can also assist you with a variety of transactions concerning your existing policies/accounts (i.e. bank draft changes, beneficiary changes, address changes, policy loans or withdrawals, etc.).  I can provide you with current policy values and account status, as well as with new business processing.

 

 

Securities and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC.

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