Our Team
joanne@cfsotx.com
I have been in the financial services industry since 1971 and have been with Cornerstone Financial Services of Texas since 2018. I am available to assist you with any questions you may have regarding the completion of paperwork. in-force policy illustrations, and a variety of transactions concerning your existing policies /accounts. I work closely with Alisha Ware in coordinating appointments (in-office, ZOOM, or teleconference) with your representative, Brad Dickson.
ext. 815
I joined Cornerstone Financial Services of Texas in October, 2021. I can assist you with in-force sales illustrations, quotes, the underwriting of new business, as well as questions you may have regarding the completion of paperwork. I will be coordinating in-office, Zoom, or teleconference appointments for you with your representative, Brad Dickson.