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 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 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 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.