We like to be up-front with everyone we talk to that this is a family-run business and a family oriented business – we serve generations of families.
We work collaboratively with all of our clients – there’s no assigning clients to one advisor or the other. We lean on each other’s strengths and knowledge to bring a well-rounded approach to working with our clients while delivering an exceptional client experience.
Cornerstone Wealth Advisors, LLC
David L. Imhoff, CPA/PFS
Principal and Wealth Strategist
Specialties: Wealth Strategy, Investment Management, Taxation, Financial Planning, Risk Management, over 40 years as a Financial Advisor
David is the Founder and a Principal of Cornerstone Wealth Advisors, LLC. He received his Bachelor of Science in Agricultural Economics and his Master of Science in Accountancy degrees from the University of Missouri. David joined the accounting firm of Arthur Young & Company, where he worked for over nine years of progressively responsible service in audit and tax departments. He subsequently joined the accounting firm of Deloitte, Haskins & Sells as the manager in charge of the tax department.
In July 1985, David started the predecessor to Cornerstone CPA Group, LLC and has provided services to closely-held businesses and their owners, not-for-profit entities, business executives, and to owners of properties, investment portfolios and other income producing activities. In 2002, David started Cornerstone Wealth Advisors, LLC to provide holistic wealth strategy services to his CPA firm clients.
David is a licensed CPA in Kansas and is a member of the American Institute of Certified Public Accountants. David is an accredited Personal Financial Specialist (PFS) awarded by the American Institute of Certified Public Accountants, as well as a registered Investment Advisor Representative in the states of Kansas, Missouri, and Texas.
David and his wife, Nancy, have two children and seven grandchildren. They enjoy travel, music, theater, and attending their grandchildren’s activities.
Brian R. Brush, MBA, CFP®
Principal and Wealth Strategist
Specialties: Wealth Strategy, Investment Management, Financial Planning
Brian received his Bachelor of Arts in Economics from Hamilton College and his MBA in Strategy and Marketing from Washington University in St. Louis. Prior to joining Cornerstone Wealth Advisors, Brian worked at H&R Block for six years, leaving as the Director of Tax Products and Services. Brian also has four years of experience as an Operations and Strategy Consultant with RSM McGladrey (now called McGladrey) as well as two years with Janus Mutual Funds in Denver, CO. Brian is a Registered Investment Advisor Representative in the states of Kansas, Missouri and Texas. Brian is also a Principal of Cornerstone Wealth Advisors, LLC.
Brian is a native of the Kansas City area and currently lives in Leawood. Brian and his wife Christine have three children. They have an active life raising their family. Brian enjoys watching college basketball, attempting to perfect smoked pulled pork on his patio, and being involved with his community – especially being a coach for his son’s soccer team.
Michael P. Bunn
Client Services Coordinator
Michael grew up in Overland Park and has a BA in Psychology from the University of Kansas. He has proudly worked for Cornerstone Wealth Advisors, LLC since December 2005. As Client Services Coordinator, Michael handles day-to-day client requests and account administration, as well as managing Cornerstone360’s information technology infrastructure.
Our Cornerstone360 Alliance Partner
Cornerstone CPA Group, LLC
Jennifer Magyar, CPA
Jennifer joined Cornerstone in 2009 and is the overall practice leader for Cornerstone CPA Group, LLC. She received her Bachelor of Arts degree and her Master of Science in Accountancy degree from the University of Missouri-Kansas City and worked for KPMG, LLP for over 10 years prior to joining Cornerstone. Jennifer has extensive experience in the areas of corporate and individual taxation, not-for-profit audits and taxation, expatriate and foreign taxation, corporate financial accounting reviews, and business strategy.
Kelly Holloway, CPA
Kelly joined Cornerstone in 2013 after several years with two Big Four accounting firms, Coopers and Lybrand, LLP (now PriceWaterhouse Coopers, LLP) and KPMG, LLP. Kelly received his Bachelor of Science in Business Administration degree and his Masters of Accountancy degree from Kansas State University. Kelly has extensive experience serving accounting and tax clients in a multitude of areas including multistate taxation, partnership composite state filings, property taxation in multi-jurisdictional entities, cost segregation studies, small business filings and Oil and gas taxation.