CRA Digital Meet Our Team

Meet Gary Mitchell

As the CEO of Cornerstone Retirement Advisors, I am dedicated to helping clients invest and plan for their finances. My community involvement includes serving as a board member on MSU’s Foundation Board and being an active member of the Cincinnati Estate Planning Council, Society of Financial Service Professionals, and Limestone Economic Development Council (President). My past roles include Chairman of the Board for Comprehend, Inc., executive board member of the Maysville-Mason County Chamber of Commerce, Treasurer of various organizations, and active member of several local service clubs and charities including the Lions Club, Rotary Club, and the American Cancer Society

Meet Mackenzie Bennett

Making a professional decision nearly 5 years ago to join the financial advisors at Cornerstone Retirement Advisors, Inc., I use my logistics experience in financial and business planning to seek to optimize long term gains in performance, revenues, and profitability in helping CRA clients reach their financial goals. My background in the United States Navy - maintaining an operational budget on multi-million dollar accounts, conducting quarterly audits, working with thousands of liabilities & expenditures while working on cost reductions across four commands - helps me assist our clients with budgeting, cash flow, emergency funds and asset preservation strategies as we, CRA advisors, bring our conservative approach to helping our clients increase INCOME.

Meet Jacob Haywood

With nearly 5 years of experience analyzing & implementing investment strategies, I began my professional career with Cornerstone Retirement Advisor’s (CRA) in 2023. Joining CRA’s investment committee, conducting investment research, and implementing & perfecting their proprietary investment management screening process, helps build customized investment portfolios tailored to Cornerstone Retirement Advisor’s (CRA) clients’ objectives. Uncovering and researching these investment opportunities may enhance potential returns and increase Income while helping to ensure appropriate levels of risk. Working in conjunction with my colleagues at CRA, we use forward-looking capital markets assumptions in selecting securities we believe offer attractive risk-return characteristics over the long-term to help our clients envision their future and design a plan in helping them increase their Income, grow assets for their Lifestyle, and conserve those assets for the Legacy they have built. Life Balanced. Invested.

Meet Winfield Geiger

Originally from Virginia, I earned a BS in Finance from Virginia Tech University, Blacksburg, VA. Beginning my investment career with Deutsche Bank Securities in Baltimore, MD, I took an opportunity to grow my skills and moved within the company to Chicago, IL. where Raymond James bought it and merged it into Alex Brown, known for being a steward for private & institutional financial wealth & Legacy planning. Here I gained valuable experience in private wealth management, private bank lending, and institutional retirement planning. I then earned the Certified Plan Fiduciary Advisor (CPFA^®) and Accredited Investment Fiduciary (AIF^®) credentials, by which I help CRA institutional & family wealth planning clients tailor financial advice in helping CRA clients envision their future and design a financial plan for increase their Income, grow assets for their Lifestyle and conserve those assets for the Legacy they have built. Life Balanced. Invested.