Meet The Team
Keith Wicklund
Keith is the owner and principal retirement consultant for the clients at Cornerstone Financial Planning. His time is spent in meetings with clients and creating their retirement plans. He also manages and monitors their portfolios and researches investments.
Keith has been a retirement consultant since 2008 and has practiced in the financial industry for over two decades, including several years as a practicing CPA. He holds a Series 7 and Series 66 securities registration through Harbour Investments. In addition, he holds the AAMS (Accredited Asset Management Specialist) designation from the College of Financial Planning.
Keith’s love for life is rooted in his strong family values which include his wife Chris, his daughter Leah, and son Matthew. He is very active in community groups and his church. He enjoys travel, skiing, and spending time in northern Wisconsin with family and friends.
“The trust my clients place in me is the most important part of my business. It’s something I never take for granted.”
Dedee Mascharka
As the Client Services Manager, Dedee is an integral part of the Cornerstone Financial Planning. She handles all the client service needs, such as opening of new accounts, processing of payments to clients, and appointment scheduling. She executes and monitors all 401(k) and pension rollover paperwork and assists in ensuring that all compliance, regulatory and office procedures are met. She also records and maintains all transactions in the Customer Relationship Management System (CRM). In addition, she prepares and maintains ongoing reports for periodic client portfolio reviews. If a client needs anything, she is the primary point of contact and be rest assured, she can handle it.
In her spare time, she enjoys spending time with her family, traveling, and reading.
“What I love most about my job is working and helping our clients.”