To established business owners and their families, Cornerstone Financial is a guide with a road map that leads to financial abundance because entrepreneurs deserve time and money freedom and independence.
Your Financial Team
“We work together to empower business owners within their relationships and finances.”
Chris Clayton, President & Advisor
Over the last 25 years, Chris has provided holistic, customized financial planning that results in greater peace of mind and less risk for his clients. His approach focuses on prevention and synergy to create more growth and fulfillment for clients in their businesses and families.
Married to Duffy for 34 years
Life Insurance License & Series 65 License
Get in touch: chris@cornerstonefinco.com
Rebecca Teal, Client Service Coordinator
With 11 years of administrative experience, Rebecca works closely with Chris, our clients, and our suppliers to process your paperwork so that everything is done smoothly and efficiently. She coordinates financial reviews and updates to your account.
Originally from New Jersey
Married to David and has 4 children
Loves the outdoors and movies
Get in touch: rteal@cornerstonefinco.com
Katy Clayton, Client Relations
Katy is responsible for marketing, referrals, networking, keeping in touch with clients, event planning, and managing Chris’ calendar. She uses her marketing education and administrative experience to empower clients with resources and tools.
Born and raised in Louisiana
Studied Marketing at SLU
Enjoys travelling with friends
Get in touch: katy@cornerstonefinco.com
Duffy Clayton, Bookkeeping & Special Projects
Duffy is behind the scenes making sure that our entire business runs smoothly. In addition to bookkeeping, payroll, and other financial transactions, Duffy works closely with the team to assist them with projects and day to day functions in the office.
Get in touch: duffyclayton@charter.net
Has worked in the business since 1995
Married to Chris for 34 years
Loves spending time with her 3 children, son-in-law & granddaughter
Rebekah Clayton, Marketing & Research and Development
Rebekah worked in the office for 5 years before branching out as entrepreneur and starting her company in 2019. She’s still working closely with Chris and team as a consultant and freelancer on growing the business and empowering our clients.
Get in touch: rebekah@atyourbestonline.com
Owner of At Your Best where she offers consulting and photography
Lives in New Orleans and loves traveling for work
Completed the Shark Fest swim from Alcatraz with Chris in 2012
Paul Giambrone III, Client Support
Paul’s championship mindset helps him prepare analysis and communicate with clients to help them reach their projected financial independence date. He helps coordinate all of the moving parts within your portfolio for higher gains and less waste.
24 time world-champion skeet shooter & instructor
Married to Suzanne and has 4 kiddos including twins
Get in touch: paul@cornerstonefinco.com
Caroline Langdon, Billing & Securities Compliance
With her attention to detail plus years of experience in the financial services and banking industries, Caroline keeps everything orderly and efficient for compliance and billing.
Get in touch: crlangdon1@hotmail.com
Previously Chris’ executive assistant
Married to Dylan and has two sons
Loves travelling and embroidery
Feeling stuck managing
Your money
?
we’re here to help.
“Our team creates customized, holistic plans for entrepreneurs, built on better efficiency and integration so that you have an organized, strategic blueprint for abundance and prosperity. ”
Shining the light of integrity into an industry that’s been cloudy with confusion and deception.
Are you ready for something different?