Cornerstone Enhanced Planning
Cornerstone Enhanced Planning is an independent Local Fiduciary firm with offices in Oro Valley and Green Valley, Arizona. We are family owned and operated, and we care about serving our clients at the highest levels possible. By providing exceptional communication, guidance and resources to retirees and pre-retirees, we aim to make a difference and enhance their retirement future through an authentic relationship-based approach. We take the time to get to know you, your story and your dreams for the future. Based on this information and your personal wants and needs, Cornerstone Enhanced Planning will help create a unique and personalized foundation for the future for you and your loved ones. Our mission is to provide families with innovative financial strategies and planning that can lead to financial clarity and confidence.
About the Advisor
Ryan Jackson-
Investment Advisor Representative
Ryan Jackson is a Financial Professional with Cornerstone Enhanced Planning, LLC and operates as an Investment Advisor Representative through Gradient Advisors, LLC. He earned his Bachelor of Science in Marketing from Grand Canyon University, bringing a comprehensive understanding of client engagement to his role. Ryan’s early experiences in team sports, coupled with his time in wine and liquor sales and the restaurant industry, ingrained in him the “It Takes a Team” philosophy, which remains central to his professional approach.
Ryan was first introduced to the financial services industry by his mentor, Chris Cox, founder of Cornerstone Retirement Resources. Early in their relationship, Chris recognized Ryan’s strong focus on people, service, and building meaningful connections. As their friendship grew, so did their shared commitment to a client-first, relationship-based approach.
With Chris’s encouragement, Ryan obtained his Investment Advisor Representative registration allowing him to offer advisory services. Ryan then established Cornerstone Enhanced Planning, LLC, an independent firm that now operates alongside Cornerstone Retirement Resources in the same office space. While Cornerstone Enhanced Planning and Cornerstone Retirement Resources remain separate entities, both are grounded in the same core values of trust, authenticity, and exceptional service. Their strategic partnership is built on mutual respect, a shared vision, and a passion for serving clients with honesty and care.
Ryan strongly advocates for diversification and responsible money management, principles deeply rooted in the financial wisdom passed down by his grandfather, who worked in the banking industry. Ryan is committed to educating his clients, taking the time to explain their investment choices and assisting them with their current and future financial goals through strategic planning and partnership. Originally from Tucson, Arizona, Ryan is an avid outdoorsman and enjoys hunting. He cherishes his free time spent with his wife, Jazmin, and their daughter, Savannah.
Cornerstone’s Strategic Alliances
MICHAEL BINGER, CFA® -
PRESIDENT OF GRADIENT INVESTMENTS, LLC
As President, Michael is the leader of Gradient Investments and has been with the firm since 2012. He brings more than 30 years of industry experience including prior roles managing multi-billion dollar portfolios for an institutional asset manager. Michael is a CFA® charterholder and is a frequent contributor on CNBC, Fox Business, Barron’s, and the Wall Street Journal.
KEITH GANGL, CFA® -
Senior Portfolio Manager of Gradient Investments, LLC
Keith joined Gradient Investments in 2018 and has more than 25 years of industry experience. Prior roles include asset management for a multi-billion dollar portfolio with a large institutional asset management firm. Keith is a CFA® charterholder, managed a Lipper Award winning mutual fund, and has been featured in media outlets such as Investor’s Business Daily, Nasdaq, Reuters, and Bloomberg.
TYLER ELLEGARD, CFA® -
Portfolio Manager of Gradient Investments, LLC
Tyler joined Gradient Investments in 2018 after prior roles with a large retail wealth advisory firm. Tyler has developed experience with financial advice, asset allocation, and investment analysis across the asset spectrum. He is a CFA® charterholder and has been featured in media outlets including TD Ameritrade Network, Reuters and the Wall Street Journal.
*This endorsement of Gradient Investments, LLC is provided by an investment advisor who refers clients to Gradient Investments, LLC. A conflict of interest exists because this investment advisor receives a portion of the annual management fee charged by Gradient Investments, LLC, based on the assets under management of this investment advisor’s clients. This endorsement could assist in the investment advisor increasing the assets placed with Gradient Investments, LLC, and therefore their compensation. These investment advisors are not affiliated with or supervised by Gradient Investments, LLC. Endorsing investment advisor is also a client of Gradient Investments, LLC.
**Cornerstone Retirement Resources, LLC and Cornerstone Enhanced Planning, LLC are located in the same office space in Oro Valley and Green Valley, AZ and are associated and collaborate but are separate entities.