Jonathan Twidwell
Financial Advisor @Cornerstone Wealth Management - Overland Park, Ks
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WORK HISTORY
Financial Advisor @Cornerstone Wealth Management - Overland Park, Ks
Kansas City, MO, US
Cornerstone Wealth Management is a marketing name for securities and investment advisory services offered through Woodbury Financial Services, Inc, member FINRA/SIPC and a Registered Investment Advisor.
EDUCATION
Creighton University
BSBA, Accounting, Finance
Creighton University School of Law
J.D., Law
SKILLS
ABOUT JONATHAN TWIDWELL
Having a financial advisor who knows your overall business plan and has a big-picture view of your company makes a difference for our clients.” My experience includes working as a CPA and tax attorney, as well as developing a business region for a Fortune 500 financial services firm. This combined experience gives me the knowledge to counsel clients with the big picture in mind. I am an entrepreneur at heart and know what it takes to build a business.I lead the Cornerstone Wealth Management business and joined the Cornerstone Companies as partner in 2014. For corporate clients, I specialize in providing strategies for recruitment, retention, business succession, and tax mitigation through qualified and non-qualified plans. For personal clients, I focus on developing retirement income, estate plans and investment management strategies that are both cost and tax efficient.A native Nebraskan, I earned bachelor’s degrees in accounting and finance from Creighton University and a Juris Doctorate from Creighton University School of Law. I currently serve as president of the board for Inclusion Connections, an Olathe nonprofit working to improve the lives of individuals with disabilities. I live in Lenexa, Kansas, with my wife and four children.
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