Our Team

 

Paul S. Bolen, CFP(R)

Paul believes in developing long term relationships with his clients and that careful planning can help them achieve their financial goals and objectives.  He specializes in financial planning for retirement, investments and insurance for individuals, families and small businesses.

Paul is active in the Greater Summerville Dorchester County Chamber of Commerce.  Paul is a member of the National Association of Christian Financial Consultants, currently serving on the Board of Directors.  Paul is a member of The Gideons International - Summerville Camp.  He is also on the Board of Visitors for Charleston Southern University.

Paul served 30 years in the United States Air Force, retiring as Colonel. Paul holds a Bachelor of Science Degree in Business and a Masters Degree in Public Administration.  He has been certified by the College of Financial Planning as a Certified Financial Planner Practitioner.  Paul is a Registered Principal with Intervest International Equities Corp. and is the Branch Manager for the Summerville Office.

Paul and his wife, Donna, reside in Summerville and attend Grace Lutheran Church. 

Paul can be reached at paul@theonlycornerstone.com or paul.bolen@intervestintl.com

 

      Travis M. Moore, MBA, CFP(R), AAMS(R)   

PROFESSIONAL BACKGROUND

Travis' client base stretches across the country, with a healthy concentration of clients in South Carolina.  A specialist in goals-based investment planning, individual retirement accounts, and asset protection, Travis prides himself on delivering a highly personalized investor experience. He also prides himself on the relationships he has built with his clients, many of whom have referred him to their friends, children, and other family members. He is adept at leveraging significant resources, and often works with his clients' attorneys, accountants, estate and tax professionals, and others on their behalf.  Travis is endorsed by Dave Ramsey as an Endorsed Local Provider for investments. 

He has successfully passed the FINRA Series 7, 63, and 66 securities exams.  He has also successfully completed the life, accident, and health insurance exam for the state of South Carolina. 

Before joining Cornerstone in 2010, Travis was a Financial Advisor with Edward Jones for nearly six years.  He has also worked for Eli Lilly & Co. and the Boy Scouts of America. 

EDUCATIONAL BACKGROUND

Master of Business Administration, MBA, Charleston Southern University                                              Bachelor of Business Administration (Cum Laude), BBA, Marshall University                                                          Certified Financial Planner Education Program, College of Charleston

PROFESSIONAL MARKS

CERTIFIED FINANCIAL PLANNER™, CFP®                                                                                                   ACCREDITED ASSET MANAGEMENT SPECIALIST™, AAMS®

PERSONAL & COMMUNITY

Outside of the office, Travis enjoys spending time with his family. He is married to Melissa Burton Moore of Radford, Virginia and they have two children.  Travis and his family attend Summerville Baptist Church where he has served as a Sunday school teacher, Bible study leader, Deacon, softball coach, and member of various committees.  He is a member of the Charleston Southern University Board of Visitors, Gideons International, Greater Summerville/Dorchester Chamber of Commerce, Marshall University Alumni Association, and the Charleston Southern University Alumni Association.

 

Professional Background

Travis' client base stretches across the country, with a healthy concentration in South Carolina. A specialist in goals-based investment planning, individual retirement accounts, and asset protection, Travis prides himself on delivering a highly personalized investor experience. He also prides himself on the relationships he has built with his clients, many of whom have referred him to their friends, children, and other family members. He is adept at leveraging significant resources and often works with his clients' attorneys, accountants, estate and tax professionals, and others on their behalf.

He has successfully passed the FINRA series 7, 24, 63 and 66 securities exams. He has also successfully completed the life, accident, and health insurance exam for the state of South Carolina.

Before joining Cornerstone in 2010, Travis was a Financial Advisor with Edward Jones for nearly 6 years. He also worked for Eli Lilly & Co and the Boy Scouts of America.

Educational Background

Master of Business Administration, MBA, Charleston Southern University 

Bachelor of Business Administration (Cum Laude), BBA, Marshall University    

Certified Financial Planner Education Program, College of Charleston

Professional Marks

CERTIFIED FINANCIAL PLANNER™, CFP®                                                         

ACCREDITED ASSET MANAGEMENT SPECIALIST™, AAMS®

Personal & Community

Outside of the office, Travis enjoys spending time with his family. He is married to Melissa Burton Moore of Radford, Virginia and they have two children. Travis and his family attend Summerville Baptist Church.

You may reach Travis at travis@theonlycornerstone.com

 

Lisa Smith, Executive Assistant

Professional & Educational Background

Lisa is usually the first point of contact in our office. She truly cares about our clients and is eager to be of service. She has excellent organizational skills and a special talent to get things done. She performs various administrative functions for clients as needed.

Prior to joining Cornerstone Financial Strategies in 2014, Lisa worked in the transportation industry for over 15 years. She has owned a logistics business in addition to holding positions in payroll, accounting, recruiting and office administration for 2 other transportation companies. Her education includes an Associates Degree in Business Management from Faulkner University.

Personal

When she isn't at work, Lisa enjoys traveling, crocheting, crafting, cheering on her beloved Tennessee Volunteer football team & Lady Vols basketball team, and spending time with her family here and in Tennessee. Lisa is originally from Florence, AL and is married to Arthur Smith. She has 2 daughters, 4 beautiful granddaughters and 2 beloved Chihuahuas! Lisa and Arthur are active members of Summerville Baptist Church.

You may reach Lisa at lisa@theonlycornerstone.com