Kip Reiss became a financial planner because he enjoyed the investment process and building investment portfolios. However, since starting in the industry in 1996, he’s found that the most rewarding part of his work is the relationships he develops with clients as he helps them identify and work toward their financial goals.
As a wealth advisor, Kip works with individuals and families to develop a plan to help them find confidence in their financial futures. Whether their goal is to retire comfortably, send a child or grandchild to college, or leave a legacy to future generations, Kip helps clients plot a course to pursue those important ambitions, so they feel confident they’re on the right path.
Kip holds the Chartered Retirement Planning CounselorSM designation from the College of Financial Planning, which is designed to prepare advisors to define a roadmap to retirement, focusing on clients’ pre-and post-retirement needs, as well as issues related to asset management and estate planning. Before joining Cornerstone Wealth Management in 2016 as an independent advisor, Kip worked as a financial advisor at local institution. He holds a bachelor’s degree in finance with a minor in economics from Eastern Illinois University.
Kip lives in Rochester, Illinois, with his wife, Kristen, and their three sons. He is involved with his boys' sports activities, coaching their basketball and baseball teams, and cheering them on in other sports. Kip also enjoys golf traveling, fitness, hunting and fishing. Giving back to the community where he lives and works is important to Kip, and over the years he has served as a member of several boards for local organizations.