The Cornerstone Group, based in Chapel Hill, North Carolina, is a team of professionals who provide investment advisory and wealth management services to retirement plans, private clients, corporations, and institutions. Operating under the umbrella of UBS Financial Services Inc., The Cornerstone Group has focused on retirement plans since 1993. In today’s environment of market uncertainties and increasing fiduciary risk, The Cornerstone Group is positioned to advise clients at a local level, and have access to the global resources and research of one of the world’s leading financial firms.
Timothy L. Rauwald, CRPS®
Tim is a founding Partner of the Cornerstone Group at UBS Financial Services Inc. He’s a twenty-four year veteran of the financial services industry specializing in retirement plan consulting and investment advisory services for qualified retirement plans. Originally from Green Bay, Wisconsin, (yes he is an avid Packer fan), Tim holds a Bachelor of Business Administration degree in Accounting from the Stephen M. Ross School of Business at the University of Michigan. After service as an Officer in the US Army’s 82nd Airborne, he began his career with Cooper’s & Lybrand, now Price Waterhouse Coopers before joining Smith Barney as a Financial Advisor. Tim’s earned the Chartered Retirement Plan Specialist (CRPS®) designation and the Accredited Investment Fiduciary (AIF®) designation through the Center for Fiduciary Studies. In 2010, he was named to 401kwire.com’s inaugural listing of the “300 Most Influential Advisors in Defined Contribution”. More recently, the Financial Times listed him among its selection of the “Top 401(k) Advisors” in America. A recognized industry leader, he's frequently asked to speak at various events, providing his unique perspective on how individuals can create a fulfilling roadmap for their financial future. A former board member of the Busy Street Children’s Museum, Tim now spends time as treasurer of the non-profit organization Farmer FoodShare that seeks to connect local farmers with the food insecure population in central North Carolina. He lives in Durham, NC with his wife and their two daughters, Marisa and Alexandra.
AL, CA, CO, CT, DE, FL, GA, IL, IN, KS, KY, MA, MD, ME, MI, MO, MS, NC, NE, NJ, NM, NV, NY, OH, PA, SC, TN, TX, VA, WA, WI, WV
Jennifer L. Hoselton, CFP®
Jenn brings over fifteen years of financial services experience to the team. A native New Yorker, Jenn earned her Bachelor of Science degree from Ithaca College and her Master's from Springfield College. She received her Executive Certificate in Certified Financial Planning through the course of study at Duke University, passing the comprehensive exam and obtaining her Certified Financial Planner® designation. Jenn holds Series 7, 63, and 65 securities, life insurance, and long-term care insurance Licenses. When not helping her clients plan their retirement, Jenn enjoys spending time with her two young sons who’ve followed in her wake as budding athletes. Jenn has always enjoyed water sports and competitive sports, particularly baseball, from her beginnings on the t-ball field to her playing days on the Ithaca College Softball team. Jenn also volunteers actively across her community, having served two terms as a member of the board of The Volunteer Center of Durham, and three years on the board of directors of The YMCA of the Triangle. She is married and has two young boys, Levi and Ace.
AL, CA, CO, CT, DE, FL, GA, IL, IN, KS, KY, MA, MD, ME, MI, MO, MS, NC, NE, NJ, NM, NV, NY, OH, PA, SC, TN, TX, VA, VT, WA, WI
Stephen Reed, CRPC®
Steve brought 14 years of experience to the Cornerstone Group in 2015. He began his financial services career in 2001 as a licensed banker with First Union in the Triangle Market, and through corporate mergers, became a Financial Advisor with Wachovia Securities, later Wells Fargo Advisors, in 2009. Steve received his Chartered Retirement Plan Counselor (CRPC) designation in 2009, exhibiting his abilities and expertise in retirement planning.
A native of Canton, Il., Steve graduated from Bradley University in Peoria, Il., with a Bachelor's degree in History. Steve and his wife, Shelby, moved to Durham in late 2000 when Shelby accepted a position in the Duke University School of Medicine, a position which she still holds. Steve and Shelby are busy with the sporting activities of their 2 kids, Olivia and Nicklaus, who are both in middle school.
AL, CA, CO, CT, DE, FL, GA, IL, IN, KS, KY, MA, MD, ME, MO, MS, NC, NE, NJ, NM, NV, NY, OH, OR, PA, SC, TN, VA, WA, WI
Heather Nicole Green
Client Service Associate
Heather joined UBS in 2018 and has been in the financial services industry for 4 years. She has continued to expand her knowledge base and has accomplished getting various licenses. Heather holds Series 7 and 63, life insurance, long-term care insurance licenses, and is a NC Notary Public. She manages all aspects of the teams operations and works directly with clients handling all of their administrative needs. When not at the office, Heather enjoys spending time with her husband Chris and son Asher.
FL, NC, VA, WI