Financial Planning in Cincinnati by Cornerstone Financial Group - Our Team

Bob Sponseller, ChFC
Bob@cfgconnect.com

Bob is a partner and financial consultant with the Cornerstone Financial Group. As an Investment Advisor Representative of Commonwealth Financial Network, he assists his clients in creating and implementing comprehensive financial plans that address the following coordinated areas: Investment Management, Retirement Income Strategies, Wealth Transfer Strategies, Life and LTC Insurance Planning, and Charitable Giving Solutions. Bob takes an active role in the investment management process and is keenly aware of his clients' desire for effective risk management as well as ongoing communication and education regarding their investments.

Bob joined Cornerstone in 2012 after launching his individual practice with CIGNA Financial Advisors in 1991 and, most recently, founding Sponseller Wealth Management in 2003. Since 2008, Bob has been recognized by Cincinnati Magazine as a “Five-Star Wealth Manager.” This award is given to the top 7% of all advisors in the Greater Cincinnati Area and is based solely on third-party client evaluations. (Survey recipients were asked to select only wealth managers whom they knew through personal experience, and to evaluate them based upon nine criteria: customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, post-sale-service, quality of recommendations and overall satisfaction. No fee is paid to be included in the research or on the final list. The overall evaluation score reflects an average of all respondents and may not be representative of any one client's evaluation. The award is not indicative of the wealth manager's future performance.)

Bob is a 1987 graduate of Miami University (Ohio), receiving a Bachelor of Science degree in Business with a major in Finance. In recent years, Bob has been a guest lecturer at the Miami University Farmer School of Business. Prior to beginning his career as a financial advisor, Bob was a Sales Representative with General Mills as well as a Financial Analyst with General Electric Co. He holds the Chartered Financial Consultant designation from The American College as well as his FINRA Series 7, 24 and 63 securities registrations (through Commonwealth Finanical Network) and his Life and Health Insurance licenses.

Bob and his wife Carrie, also a Miami graduate, have been married since 1991 and reside in Mason, OH.They have three sons, Lee, Ty, and J.P. and are active in Crossroads Church. For over 25 years, Bob has volunteered as a youth baseball coach and currently coaches one of his son's teams. He also serves on the Board of Trustees of the Christian Leadership Institute in Colorado Springs, CO as well as the Mason Baseball Softball Association in Mason, OH.

Stacy Naberhaus
Stacy@cfgconnect.com

Stacy is a Registered Sales Assistant and an executive assistant to Shawn Hill, Bill Worthington and Bob Sponseller. She has been supporting Shawn and Bill's planning practices since December of 2000 and joined Bob in December of 2011. Stacy's role is that of client relationship manager. She is the primary contact for service or questions on existing accounts. Stacy takes pride in making sure that the client's needs are met in a timely and professional manner. Her role is critical to Shawn, Bill and Bob in that it guarantees their ability to deliver the highest level of service to clients. In addition, Stacy is responsible for processing all paperwork associated with new investment accounts and life insurance policies.

Stacy is a graduate of the Ohio State University (and a big OSU football fan). She is an avid volleyball player, enjoys cooking, live music, and being with family and friends.