Thomas H. Cates | President
Tom Cates is a financial services industry veteran with over 35 years experience. After spending seventeen years as an investment representative with Mass Mutual, Tom determined he could help his clients better their life circumstances as an independent advisor. He founded Cornerstone Financial Advisors in 2001, offering families objective advice through a proactive and highly responsive approach. He has built the practice through trusted relationships for over two decades; the firm serving as a testament to his professional assets, extensive experience, and industry insights.
As the president of the firm, Tom remains hands-on in all operations, taking the time to build personal relationships with each of his clients and truly, truly understanding their unique goals and circumstances.
In addition to his role as a Registered Representative with Kestra Investment Services, LLC and an Investment Advisor Representative with Kestra Advisory Services, LLC, Tom is also a member of the Society of Financial Professionals. He spends a great deal of time mentoring others, sharing the wisdom and knowledge he has gained throughout his career.
Outside of the office you’ll find Tom spending time with his wife Lisa of more than 30 years, his adult children, and grandchildren. He and his family are deeply involved in their church where they serve. Tom is currently serving as an Elder and in the past served on the church’s board as both a member and president for eight years.
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TJ Weir | Financial Advisor
TJ Weir is a financial advisor dedicated to helping individuals, families, and businesses reach their financial goals. He works to build lasting relationships with clients while creating comprehensive financial plans specific to their individual needs and objectives. TJ is involved in all phases of the investment advisory business including research, investment selection, asset allocation, client service, and financial planning.
TJ is a 2014 graduate of Ball State University where he received a degree in Financial Planning and Investments. He was a member of the Ball State Baseball team from 2010 – 2014. TJ was drafted in the 2014 Major League Baseball Draft by the San Diego Padres. He played 6 years of professional baseball.
Following his professional baseball career, TJ worked as a data analyst before entering the financial services industry. As an advisor, TJ is committed to providing thoughtful, professional advice specific to the individual needs of each client. Outside of the office TJ and his wife, Kati, love an active lifestyle with their two sons, Jordan and Clayton. TJ and Kati both enjoy coaching youth sports and traveling with family.
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Monique E. Myers | Administrative Assistant
Monique is a valuable member of the Cornerstone Financial team, keeping the office organized and running smoothly. An adept communicator with more than 25 years of experience, Monique embodies the firm’s values of trust and integrity throughout each client interaction, answering questions, efficiently managing requests, and routing various client needs to both Tom and Blake. Monique is held in high esteem as one of the area’s most competent assistants.
As a Scottish born immigrant to the United States, few can relate to the diversities that life can bring as well as Monique. She transitioned from AUL Case Administrator to Administrative Support for Tom Cates over twenty years ago.
Monique enjoys reading, crafting, and spending time with her husband of more than 25 years and her two adult children.
P | 317-805-2345