Finding a financial professional you can trust is key to achieving a successful retirement.
Certified Financial Fiduciaries® (CFF) are sworn to uphold the highest moral, ethical and fiduciary standards of service when providing advice to potential or existing clients. By choosing to work with a Certified Financial Fiduciary® you can be confident that your best interests will always come first!
Brad Bishop received his Bachelors of Science in Marketing from Messiah College. Brad holds his series 6, 63, and 65 license. In addition to being a Certified Financial Fiduciary he is also a Dave Ramsey SmartVestor and a Certified Bucket Plan Advisor. Before working at AZT Financial, he worked as a Brand Manager at Clemens Food Group and a Branch Manager at Univest Bank. Brad resides in Harleysville with his wife Elissa, and 3 children, Keira, Nolan, and Brynnlee. Brad attends church at LCBC and serves on the board of Ancora Spero and Indian Creek Foundation. He also enjoys hunting, trail racing, playing sports with friends, and rooting for the Eagles, Sixers and Phillies.
As a seasoned financial services advisor, Charles H. Wilson works diligently alongside his diverse array of clients to helpt them identify, progress toward, and achieve their most meaningful financial goals. Currently, Charles heads Ethonomic Solutions, in partneship with Davis & Davis Planning. His firm provides a wide range of personal financial services, including financial analysis, retirement planning, individual life and health insurance, estate planning, disability income protection, college funding, and assistance with estate planning and equity investments. For business clients, he offers a comprehensive and cost-effective selection of pension plans, retirement plans, and profit-sharing programs. He is licensed by the National Association of Securities Dealers and earned the distinction of being a Life Underwriters Training Council Fellow.
Prior to bringing his talents to the financial services industry, Charles had a distinguished career as an officer in the U.S. Air Force. Through drawing on his experiences in the armed forces, as well as his later professional experience as a cheif finance officer, personnel manager, training manager, vice chairman, of Cameron Station Credit Union, and entreprenuer, Charles leverages his unique abilities to connect clients' financial goals with strategies that will position them for success. For his professional achievements, since 1990, Charles has been listed in Who's Who In the Finance and Industry.
Charles' commitment and service to his community is also commendable. He has been a proud resident of Alexandria, Virginia for over 20 years and advocated on behalf of the city's children, teachers, and parents as a chairman of the Washington Area Boards of Educationand as an elected school board member. In the role of vice chairman of the Northern Virginia Hotline, now Crisis Hotline, he worked to strengthen the organization's ability to serve the region's most vulnerable residents. He is also an active member of Omega Psi Phi Fraternity, Inc. As a respected speaker, he has led workshops on numerous topics related to financial sercurity and career success.
Charles earned a bachelor's degree in business administration from the Univeristy of Maryland, and an MBA from Webster University. He is also a graduate of the Industrial College of the Armed Forces.
John T. Davis is a financial services professional who has helped countless Baby Boomers and retirees build a stress free, secure and happy retirement. John's passion since 1982, is to help you design a retirement goal focused strategy that coordinates all of your financial resources to secure your retirement
Ronald A. Bartlett & Associates, LTD. are Registered Investment Advisors and has been working with the Communication Workers of America since 2007.
We currently do business in District 1, 3, 4, 6 and will be expanding to other Districts. We have given financial planning where we indicated that we were going into the worst recession in the history of the country, which happened in August 2007.
Mr. Bartlett, the founder of Ronald A. Bartlett & Associates, LTD has been in business for 38 years. Due to Mr. Bartlett’s knowledge of the business cycle recommendation, the locals along with the local presidents decided that he should become one of the financial advisors for their locals. Now Ronald A. Bartlett & Associates, LTD are the financial advisors for seven different locals around the country.
Ronald A. Bartlett is an Enrolled Agent with the Internal Revenue Services (IRS). This means he is Federally Licensed with unlimited rights to represent taxpayers before the IRS. Enrolled Agent Status is the highest credential the IRS awards. Individuals who obtain this elite status must adhere to ethical standards and complete education courses every three years. Regardless of your tax needs, you can take comfort knowing Ronald A. Bartlett specializes in tax services and will always do what is best for you.
Ronald A. Bartlett & Associates, LTD has not only been a financial advisor for the locals but has been a contributor to the National CWA, the Minority Caucus of the CWA, a contributor to tutoring services and to other locals around the country. Above all, The Ronald A. Bartlett & Associates, LTD is committed to the union members and the union officers.
Ronald A. Bartlett has been a member of the Million Dollar Round Tablesince 1982. Since 1927, the Million Dollar Round Table (MDRT), has provided its members around the world with access to valuable resources and a vast network to help them achieve lifelong career success in the financial services profession. MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. MDRT membership is recognized internationally as the standard of excellence in the life insurance and financial services business.
Ronald A. Bartlett, CEO and President of Ronald A. Bartlett & Associates, LTD., has earned the Certified Financial Fiduciary® (CFF) designation. He joins a growing group of financial professionals who have earned the Certified Financial Fiduciary® designation and can immediately and clearly demonstrate how they practice a fundamental obligation to always put their client’s best interest first.
CFF is a professional designation for financial professionals, namely, those who have successfully completed a rigorous certification and training process established by NACFF and The American Financial Education Alliance (AFEA), and who agree to uphold the highest moral, ethical and fiduciary standards of service when providing advice to potential or existing clients
Gregg is the President and Founder of the WizdomOne Group Family of Companies. A group of companies built around his focus on the accumulation, preservation and transfer of wealth for entrepreneurs, business owners and executives. He is a Chartered Financial Consultant and a 15 year veteran of the industry.
He is a husband of his high school sweetheart and the mother of his three vegetable loving kids. (Not a typo) Gregg frequently speaks ( in two languages ) at industry events, sharing his passion for financial wellness for entrepreneurs, business owners and executives. When he isn't working with his clients or visualizing the next direction for the WizdomOne Group of Companies, he spends time with his family, hiking and passionately watching his Boston Bruins.
I have worked in the financial services industry for nearly nineteen years. Cornerstone and I welcome the chance to share our experience and our success, as well as a wide variety of proven products and services. We’re here to create value and offer a wide array of options to our clients. You can feel confident and secure that our professionals will design a customized solution that can fit your needs, meet your goals and get you on the road to financial health, debt freedom, and instill confidence.
This profile is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 844-553-7872.
Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Cornerstone Financial & Associates, Inc. is not affiliated with Kestra IS or Kestra AS.
Is it possible to update the bio within the CFF site as we seek to enhance this particular item? Please advise, thank you!
Joseph Voellm is a comprehensive financial advisor with a focus on retirement planning. Before entering the financial planning industry, he served 8 years on active duty in the United States Marine Corps. In that time, he deployed 4 times with 2 combat tours to Iraq, 1 pirate interdictory tour to East Africa, and 1 humanitarian relief tour to Haiti. While in the Marines, he successfully completed his undergraduate degree in finance. Post military service he received his first masters degree from Florida International University in Business Administration and his second masters from Texas Tech University in Personal Financial Planning. Additionally, he has a graduate certificate in Charitable Financial Planning. He is fully licensed and holds a Chartered Financial Consultant designation from the American College. When not helping his clients, he likes to give back and provide help to the disabled veteran community. His hobbies include golfing, skiing, and being on the lake.
.jpg)
.jpeg)
.jpg)
 (002).jpeg)
.jpg)
.jpg)
.jpg)
