Aaron Joel Salter,

CPA, CFP®

Senior Wealth Advisor

Joel is a Certified Public Accountant (CPA) and a CFP® professional. Before joining Cornerstone Planning, LLC, he held accounting roles in both public accounting practice and corporate accounting. He has experience with individual, corporate and trust tax returns.

Joel graduated from Lenoir-Rhyne University with a Bachelor of Science in mathematics in 2003. He received his Master of Accountancy from UNC-Charlotte. Joel is a member of the North Carolina Association of CPAs (NCACPA) and the American Institute of CPAs (AICPA).

Joel is a member of Christ Covenant Church in Matthews, North Carolina, and serves on the Board of Directors for Campus Outreach. He and his wife, Laura, have two daughters, Gianna and Maya, and a son, Keaton.

Your Best Life Starts on a Solid Cornerstone

A solid plan serves as the true foundation for a life well-lived. Our experienced team can help you create a plan that allows you to focus on what matters most to you and your family.