MEET THE TEAM
Click below to check the background of this investment professional
This is your Team section. Briefly introduce the team then add their bios below. Click here to edit.
Kevin C. Wilson
Financial Planner
Kevin C. Wilson brings over 30 years of risk management experience to his concierge financial planning practice, Cornerstone Financial Strategies Group. In addition to risk management, Kevin specializes in generational wealth planning. Kevin held a seat on the Chicago Board of Trade and, in addition to trading, also taught Options Theory. Kevin has also been a small business owner, custom fitting high end bicycles for serious road and mountain bike racers. Always a believer in education, Kevin served as a tutor at his son’s school, teaching ESL for several years. He also volunteers with Autism TN, fundraises for cancer research, and serves on the board of Walk On Arts Foundation. He is an ardent cyclist and loves sponsoring the annual Gravel Revival bike race in TN. Kevin holds a BA in Economics and Art History from Northwestern University.
Email: Kevin.Wilson@prudential.com
Mobile: 1-920-559-7660
Rebecca Cardozo - Pfeiffer
Financial Planner
Rebecca Cardozo-Pfeiffer brings a wealth of wisdom and experience to her concierge Financial Planning practice, Cornerstone Financial Strategies Group (CFSG), where her focus is on supporting women and caregivers on their path to financial independence. Prior to creating CFSG with her Partner, Kevin C. Wilson, she also has worked as a policy specialist in Washington DC, as a Pilates and Mindfulness coach, and has been a small business owner, traveling the world to teach her trademarked Poolates program before selling the business to focus on motherhood. Rebecca is a homeschool mom to two competitive figure skaters and a couple of rescue dogs. A true member of the Sandwich Generation, she also is blessed to live with her octogenarian father, who is a composer. Rebecca participates regularly in environment clean ups, is on the board of a non-profit aimed at bringing arts to disadvantaged children, volunteers with Autism TN, and is an ardent fundraiser for cancer research. She holds degrees in law and public health from the George Washington University and a BA in anthropology from the University of Minnesota, and is a Rule 31 listed mediator. She enjoys hiking, kayaking, and writing poetry.
Email: Rebecca.Pfeiffer@prudential.com
Mobile: 1-920-559-1019
1066399-00003-00
Our Team
Brings together years of unique and diverse education, experience, perspective and resources. Our concierge practice offers unparalleled service, because we know life does not only happen during regular business hours, so we are always available to our clients on your schedule to answer your questions and meet your needs.
Rebecca Cardozo-Pfeiffer and Kevin C. Wilson are Financial Planners with, and offer securities and investment advisory services through, LPL Enterprise (LPLE), a Registered Investment Advisor, Member FINRA/SIPC and affiliates of LPL Financial. LPLE AND LPL are not affiliated with Cornerstone Financial Strategies Group.
