Each member of our staff is an experienced professional dedicated to getting to know you on a personal level and helping you achieve
your long-term financial goals.
For years, our investment management clients have relied on us for objective, independent financial advice and a wide range of problem-solving services. Our goal is to simplify your life through a responsive, integrated approach to the accumulation, protection and transition of your wealth.
We are honored to serve as your trusted advisor and build rewarding long-term relationships with you, your family and future generations.
“This quote reflects my personal philosophy in life. And I routinely ask myself questions like: can I be a better person; can I be more patient, empathetic and kind; can I improve my work, my competency and my interactions. In turn, these questions have spawned a lifelong interest in communication, particularly in the area of active listening. Someone once said: “we were born with two ears and one mouth; so we should listen twice as much as we speak!” It is this kind of listening that taught me if you just ask the right questions—and then listen—most people really do know what they need and where they want to end up. My job is to help them plan how to get there.Read More
“Before we founded Cornerstone, Susan and I worked together at another company, and she gave me a magnet with the above quote on it. I had thought for some time about going out on my own, and inspired by Thoreau’s words, started a business. Susan happily joined me and that’s how Cornerstone began.
For me, financial planning isn’t just about helping people reach their goals. It’s also about empowering them, especially women who think they don’t know anything about money. The truth is many people have more skills than they realize.Read More
“I realize that’s a rather intense quote, but it’s true. It appeals to me because I’m a planner by nature.
I look at our client’s financial life like it’s a giant puzzle with all these different pieces that need to come together to create the financial picture they want. There are so many different things you have to think about when you make a financial decision. It’s intricate, and the pieces have to fit well together. The best financial plan is the one that works for all the different pieces.Read More
Marie Curie was one of the most intelligent and hardworking people to have ever lived. Her entire life was spent learning about a field she was passionate about. Even when Marie was working a mundane job to save up money to continue her education, she spent her spare time reading, studying, and absorbing all of the scientific information that she could. Among her many admirable qualities, her constant pursuit of knowledge and understanding is most inspirational to me. This quote by Marie Curie speaks to me for that reason.Read More
“This quote reminds me of my grandmother, a pioneering lawyer and civic leader and one of the smartest people I ever met. She taught me from a young age that if you want something, don’t wait for it to happen, go for it and don’t let obstacles deter you from your goals. Her perception had a huge impact on my life and the person I became.
I am determined and a problem-solver by nature. I persevere—whether it’s passing my last skating test to be a senior-ranked figure skater (even though I’d been told a year before that I would never skate again) or finding a family member through my genealogical research that few relatives even knew existed. I appreciate the challenge of a mystery and the excitement, for me that follows.