Meet Our Team

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Nolan Goslee

Owner, Partner, Financial Advisor

Nolan consults with clients on a daily basis performing portfolio reviews and preparing income plans. Nolan emphasizes continual due diligence within all areas of retirement planning, especially the need for a retirement plan to be adaptable to changing rules and regulations. Nolan believes all clients should be treated with integrity, honesty, and respect when handling their financial future.

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Nancy Courser CLTC, CSFP®

Partner, Health Insurance Advisor

Nancy is an independent life and health insurance professional. She has 16 years of experience in Medicare, Long Term Care, Dental, Vision, Hearing, Hospital Indemnity, and Critical Illness. Nancy teaches community education classes titled "Medicare Made Simple." When you put together your retirement plan, it is important to consider how your healthcare needs and expenses will change as you grow older.

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Robert Courser, CFP ®

Partner, Financial Advisor

Ron has 27 years of experience in the financial services and insurance industry. He is responsible for the investment choices and developing investment and retirement income plans that appropriately meet your needs. As a member of the Ed Slott Elite Advisory Group and the HS Dent Advisors Network, Ron believes strongly in continuing professional education.

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Lindsey Seitz

Client Services Manager, Wealth Management

Lindsey serves as our client's main contact for financial service-related requests, ensuring efficient and effective results. She works closely with our advisors, Ron and Nolan, to direct all service-related aspects of the client relationship, including transfers, distributions, account paperwork, and special requests. Lindsey has over 15 years of experience in the industry.

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Taylor DeWitt

Administrative Assistant

As an administrative assistant, Taylor works side by side with Ron and Nolan scheduling and organizing their schedules and appointments. In addition, she oversees event planning, digital marketing, and maintains our client database.

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Kristin Rocheleau

Associate, Health Insurance Advisor

Kristin works as an independent agent with clients educating them on Medicare choices. Working along side Nancy she will be doing the same role. Working with Medicare, Medigap, Medicare Advantage, Part D plans, Individual Health Plans, Life Insurance and Final Expense Insurance. She will also be hosting seminars and webinars to educate on a variety of insurance topics.

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Amy Orr

Client Services Director, Health Insurance

Amy supports the Health Insurance team and provides an excellent customer service experience.  This includes managing Nancy’s appointment calendar, appointment preparation and follow-up, responding to client and prospect inquires, and new business/marketing development.

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Cherie Veen

Administrative Assistant

Cherie supports our office operations. She inputs and manages client data, assembles seminar folders, and sends out mailings and greeting cards. 

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Lauren Kent

 Health Insurance Associate

Lauren works with Nancy to ensure an excellent experience for their clients. In addition to scheduling Nancy's appointments, she organizes educational seminars, assists with insurance accounts, and oversees Nancy’s website. She is licensed in Medicare, Medigap, Medicare Advantage plans, and other ancillary health-related products. 

Contact Us: 
Phone: (616) 301-2581 Fax: (616) 301-2593
2900 Charlevoix Dr. SE, Suite 310, Grand Rapids, MI 49546

Ed Slott’s Elite IRA Advisor Group™ is solely an indication that the financial advisor has attended training provided by Ed Slott and Company, passed bi-annual examinations on material covered at conferences and in webinars, and met other membership requirements and does not constitute an endorsement of any kind.  Ed Slott’s Elite IRA Advisor Group™ members pay a fee for the educational programs that allow them to be included in the Ed Slott’s Elite IRA Advisor Group™. Membership does not guarantee investment success.

Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor.  BCM and Cornerstone Retirement Partners are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents.

Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interest if any exist. Please refer to our firm brochure, the ADV 2A page 4, for additional information

The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.

 

Fiduciary duty extends solely to investment advisory advice and does not extend to other activities such as insurance or broker-dealer services.  Advisory clients are charged a monthly fee for assets under management while insurance products pay a commission, which may result in a conflict of interest regarding compensation. 

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