7. Naomi Thompson

7. Naomi Thompson

Administrative Assistant

Naomi has worked with CWM for 3 years. She uses her organizational and detail-oriented skills to develop and update CWM's office policies, procedures, and systems.

Naomi constantly learns in her role, which keeps her curious about financial planning and the necessary support systems. While Cornerstone clients have different circumstances regarding their accounts, they all have a similar desire for information. Naomi enjoys working directly with CWM's clients to ensure they feel comfortable the team can handle their requests.

Naomi is married to Erik. Their daughter, Kenzie, is a sophomore at Berry College. They all enjoy many animals such as chickens, ducks, a greyhound, a cockatiel and parakeet, and occasionally, beehives. While animals are a huge hobby, she also enjoys reading, traveling, and outdoor activities. 

*Not Registered with LPL Financial