^{About Us}
A Team Defined by Discipline and Purpose

Bryan and Adam are members of the Million Dollar Round Table, a worldwide association of insurance and financial professionals. In addition, they are CERTIFIED FINANCIAL PLANNERS ^®. Other memberships and associations represented are The Financial Planning Association, the Society of Financial Services Professionals, the National Association of Insurance and Financial Advisors, the Hampton Roads Estate Planning Council and Hampton Roads Gift Planning Council as well as the Financial Services Institute.

The Rex family strives to offer meticulous research and ultra-personal customer service because we are a small company and want to know you by name. Cornerstone Financial partners with a vast range of clientele from business owners, professionals, retirees, widows, and others seeking asset accumulation. Once we take the time to understand your objectives and needs, we will search diligently for financial tools that best fit your purpose and budget. 

Honorees of  Million Dollar Round Table (2010-2019) must achieve a sales goal predetermined by the MDRT organization and maintain this level throughout the course of one year.  Qualified individuals must pay a membership fee in order to participate.  Sales amounts are independently verified by the MDRT organization through certifying letters.  Qualification for recognition is based on the amount of premium/commission dollars produced over the previous year.  MDRT's Life Membership (2020-2026) is awarded to members with 10 years of qualifying member and may attest to their production or apply without production under the waiver provision with payment of the required dues. MDRT's Court of the Table members (2019-2022) have distringuished themselves by producing at a level three times that of MDRT membership requirements. Million Dollar Round Table's Top of the Table (2019 & 2022) is an exclusive forum for the world's most successful life insurance and financial services professionals.  These MDRT members are committed to providing exemplary client service while displaying the highest standards of ethics and professional knowledge. Top of the Table members exchange advanced sales and productivity ideas and develop interpersonal relationships among an international network of leading insurance and investment financial services producers/advisors. All are members of MDRT, The Premier Association of Financial Professionals, and have distinguished themselves by producing at a level six times that of MDRT membership requirements. This recognition is not representative of any investment performance or returns.