Broker Check

Marty Sergi, CFP®

CFP® Professional, Senior Tax Manager

(201) 401-7077

(843) 594-4085

marty.sergi@beestreetadvisors.com

Marty has 30-plus years of experience as CEO & CFO of privately & publicly owned businesses; involved in all stages of business development, capital funding & financial reporting. He approaches clients' relations with a fiduciary standard.

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Scott Wells, CFP®, CKA®

CFP® Professional, Financial Advisor

(843) 970-3297

(843) 594-4085

scott.wells@beestreetadvisors.com

Scott brings decades of experience as a CFP® practitioner and instructor. His roles include advising clients on financial planning, managing investment portfolios, insurance coverage, and supporting development of the Bee Street team. 

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Dave Armbruster, Financial Advisor

Financial Advisor

(843) 376-3350

(843) 594-4085

david.armbruster@beestreetadvisors.com

David Armbruster grew up in Atlanta, GA, and graduated from Clemson University in 2000.  He has been providing investment advice and service to clients since 2008. 

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Justin Kizer

Financial Planning Associate

(843) 592-7146

(843) 594-4085

justin.kizer@beestreetadvisors.com

Justin currently holds a series 65 investment adviser representative registration, and is licensed in South Carolina to provide and support Life, Accident, and Health insurance.


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Chaneal Harris

Tax and Accounting Associate

Chaneal works in the Accounting department of Bee Street Advisors. She provides tax returns and bookkeeping services to Individuals and Small Businesses.

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Geralyn Cheverie

Insurance Agent

(732) 236-2209

(843) 594-4085

geralynjones21@gmail.com

Geralyn uses her in-depth knowledge of health care issues faced by pre-retirees and retirees to serve the insurance needs of clients. She combines client medical needs and financial capacities to match current year health insurance plans.

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Cornerstone Wealth Advisory Group Provides Insurance Services

Cornerstone Wealth Advisory Group Provides Insurance Services

In 2007, Cornerstone Wealth Advisory Group was formed by a small set of determined individuals who came together with one big idea: To provide a “One Stop Shop” solution for Mature Americans seeking retirement resources. 

Marty Sergi founded Bee Street Advisory Group to expand services available to Cornerstone Wealth clients including comprehensive financial, tax, and investment planning.  Marty Sergi, Dave Armbruster, Geri Cheverie, and Justin Kizer offer health care insurance solutions through Cornerstone Wealth.

Bee Street and Cornerstone Wealth are not under common ownership and maintain separate records. Marty, Geri, and Justin do share office space with Cornerstone.