The way we see it

Every morning at 9:30am ET the New York Stock Exchange rings its bell, commencing trading and mayhem for the day. As tradition dictates, at the start of every boxing match a similar bell rings and a battle therein ensues. In both cases, preparation is paramount.

We’re in the business of preparation. We train, plan and strategize to bring our clientele financial success. And while we’re not in the business of fixing fights, we know how the market ticks. And while we don’t fancy ourselves fighters, we will go to war on your behalf

We believe that finance is a highly impersonal practice by its very nature and that success therein is not determined by emotion, goodwill or passion. Human nature is a failed investor. We believe finance is highly prescriptive, driven by formula and informed by the past. However, we also believe that the

intentions of those who you choose to entrust with your wealth and future couldn’t be more personal. Finding an ally who you can trust on your financial journey is essential: A team who’s willing to put in the time to understand you, your history and your goals. This is where success is born and victories are found.

Meet our Cornermen

Jay Howard, FSS, CLTC


View Bio

Logan W. Dietel, CFP®, CLTC, FSS

Vice President & CFO

View Bio

And we’d be nowhere at all without our Cornerwomen.

Loretta Moreno

Medicare Specialist & Office Manager

View Bio

Hilary Holmes

Administrative and Marketing Assistant

View Bio

Step into the ring

If you’re ready to take the next step in your financial journey, now is your moment. Reach out! Together we’ll take the title!

Contact Us

Cornermen Financial is independently owned & operated. Cornermen Financial is not a registered financial services company. Financial planning and investment advisory services offered through Sequent Planning, LLC, a Registered Investment Adviser (RIA). Advisors are registered with Sequent Planning as independent contractors and not employees of Sequent. Futurity First insurance Group (FFIG) and Sequent Planning are wholly owned subsidiaries of Senior Market Sales (SMS). Insurance products, Legal, Tax and Accounting advice are not offered through Sequent Planning. This site is published for residents of the United States only. Sequent Advisors may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every Advisor listed. For additional information please contact the Advisor(s) listed on the site. Additional information about Sequent Planning and our Advisors is also available online at or You can view our firm's information on these websites by searching for Sequent Planning or by our firm CRD number 160381