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Our Team

Troy M. Leonard

Chief Executive - Cornerstone Financial Group



Troy joined the Cornerstone Financial Group team in June of 2011. He leaves behind a successful career in the automotive business working for Bergstrom Automotive, where he maintained a value-based selling discipline to maintain a top...

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Guy McCauley

Financial Representative



Guy has been in the financial industry for 5 years and has 25 years experience in business management. He joined the Cornerstone team at the end of 2019. Guy offers a strong focus on financial planning, business planning, income...

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Carl G. Knox, CLU® , ChFC®, LUTCF, AEP

Partner Emeritus - Cornerstone Financial Group

Carl started his financial services business in 1978 after earning his BBA degree from the University of Wisconsin at Oshkosh. He has continued his education in industry-specific qualification work, earning the designations of Life...

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Warren C. Clark, MBA

Partner Emeritus - Cornerstone Financial Group LLC

Warren began his current career in 1992 after a long career in the banking industry. He received his BS in Economics and Mathematics from the University of Wisconsin at Eau Claire and his MBA from the University of Wisconsin at Oshkosh...

Charity Leonard

Chief Executive Assistant

(920) 253-2425

(920) 832-3851

Charity started working for her husband, Troy Leonard, in 2015. She splits her time between the office and home where she takes care of their four kids and rescue dog.

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Lindsey Gibbons

Executive Assistant

(920) 253-2422

(920) 832-3821

Lindsey joined Troy's team as an executive assistant in January of 2019. She lives in Appleton with her husband of 11 years and their rescue dog, Thor, a Great Dane.

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Bo Montgomery

Financial Professional



Bolan focuses on offering financial strategies to individuals and families who are going through transitional phases in life such as getting married, having children, buying a home, changing jobs, going through divorce, or preparing...

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Mary McCauley

Executive Assistant


Mary started working for her husband, Guy McCauley, in 2015. When she’s not helping Guy in the office, she enjoys spending time with their two kids, traveling, volunteering at church, cooking/baking, & enjoying time with friends....
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