Broker Check

Meet Our Team

We want to be your trusted advisor and work to make a positive financial difference in our clients’ lives. Our team is dedicated to open and honest relationships, exceptional client service and clear communication. We've been in Streator for nearly 30 years, helping our neighbors plan for and enjoy comfortable retirements.

Joe Lodes

LPL Financial Advisor

(815) 672-5850

(815) 672-4973

joe.lodes@lpl.com

As a dedicated financial advisor, Joe Lodes enjoys helping clients understand investing and organizing their complete financial picture. His collaborative approach focuses on equipping clients with the knowledge and tools they need to pursue their financial goals and build confidence along the way. With a BS in Finance from Saint Louis University and Series 7 and 66 licenses through LPL Financial, Joe brings a wealth of expertise to his role. Previously, he worked within the healthcare industry, helping people navigate their Medicare options.

Outside of the office, Joe enjoys spending time with his wife, Karin, and their five children—Noah, Luke, Henry, Ethan, and Nora. They share a love for attending music and sporting events. Additionally, Joe and Karin are actively involved in their community, serving as house group leaders at their church and contributing to the board of directors for Young Life, a Christian outreach program for high school students.

Patrick Lodes

LPL Financial Advisor

(314) 394-1670

(314) 394-1671

patrick.lodes@lpl.com

Patrick Lodes has been a financial advisor in the St. Louis area since 2003. Helping clients work towards their financial goals is his main focus. His entire career was spent with Edward Jones before joining Cornerstone in August of 2012. Patrick currently holds the Series 7, 63, and 66 registrations through LPL Financial.

Patrick graduated from Saint Louis University in 2003, majoring in finance. In his free time, Patrick and his wife Joanna enjoy traveling and spending time with their four daughters Maggie, Kara, Sophie, and Molly. 

Stacey Soulsby

Office Administrator

815-672-5850

815-672-4973

stacey.soulsby@lpl.com

Stacey Soulsby has been serving Cornerstone Wealth Services clients for nearly 10 years, working to deliver highly personalized service. She is the main contact for clients, ensuring that their needs are cared for with an attention to detail that ensures she is finding solutions and attending to all the behind-the-scenes requirements.

Stacey is committed to accuracy, clarity, and efficiency, which helps the office run smoothly and the client experience remain seamless. Before joining Cornerstone Wealth Services, Stacey was in another financial services role for 10 years at a bank, where she honed her client service skills.

Sarah Mattingly

Licensed Administrative Assistant

(314) 394-1670

(314) 394-1671

sarah.mattingly@lpl.com

Sarah Mattingly brings over 20 years of experience in the financial services industry, having previously worked at Edward Jones and other brokerage firms within St. Louis. She believes in building strong relationships with clients to provide exceptional service and support throughout their financial lives.

Sarah resides in St. Louis Hills with her husband and three children. In her free time, she enjoys traveling, watching her children’s sporting events, and volunteering on various committees at her children’s school.

John H. Anderson, AAMS

LPL Wealth Manager

815-672-5850

john.h.anderson@lpl.com

With over 35 years of experience in financial services, John Anderson is dedicated to helping individuals address their financial needs by developing investment plans around their long-term goals and risk tolerance. His extensive experience, which has included major shifts in the markets, allows John to help clients structure balanced portfolios to address their specific financial goals.

John offers independent, objective financial advice to help individuals and families pursue financial goals with confidence. John is supported by the robust support, wide array of investment options and technology resources of LPL Financial. John began his financial services career with Edward Jones and moved to Wells Fargo Advisors in 2006.

John has called Streator home for more than 30 years and enjoys being part of the community. Outside the office, he enjoys playing golf, traveling, outdoor activities, cheering on the St. Louis Cardinals, and spending time with his wife, Sondra, and their three sons, as well doting on his new grandson.

David Rashid

LPL Financial Advisor

815-672-5850

815-672-4973

dave.rashid@lpl.com

Since 1997, David Rashid has been dedicated to helping individuals, families and small businesses with their financial, investment and insurance needs by providing trusted advice and developing plans tailored to their long-term goals and dreams. With his clients’ best interest as his focus, David draws from his decades of investment, business and personal experience to create clear and comprehensive solutions.

David emphasizes a holistic and personal approach, offering independent, objective financial advice, yet customized investment plans, paying close attention to various risk factors. With an emphasis in retirement investment planning, David also assists clients with education savings, life insurance and long-term care insurance solutions, wealth transfer/estate planning, and tax-efficient investing.

David is a lifelong resident of Streator, Illinois, where he has enjoyed raising his family of four children, while remaining involved over the years in this wonderful community and his church. In addition to thoroughly enjoying his professional work, David loves spending time with his daughter, three sons and six siblings, playing tennis and basketball, watching his kids playing sports and visiting his kids’ college campuses, which includes an occasional Notre Dame or Butler football game. David has a business degree from Bradley University.

We are supported by a robust operational team through an association with Cornerstone Wealth Services, a nationwide community of independent advisors whose collective mission is to guide successful families to financial confidence using comprehensive wealth strategies. Through Cornerstone, our advisors benefit from shared ideas, best practices and operational resources, which gives us more time to spend with clients.