Team

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 inance. 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.

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.

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.