Sid is a Certified Financial Planner professional. Prior to joining Cornerstone Planning, LLC, he was employed by TIAA as a wealth management consultant on the client engagement and outreach team. He has over 20 years of investment industry experience in the areas of financial planning, brokerage, and education planning. Sid graduated from the University of North Carolina at Charlotte with a Bachelor of Science in Business Administration. Sid is a member of Christ Covenant Church in Matthews, NC. He and his wife Melissa have two sons, Ryan, and Christian. They enjoy outdoor activities, such as snowboarding and skiing.