Committed to Serving You
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.
Susan Veligor, CFP®
Susan graduated from the University of Massachusetts, Magna Cum Laude, with a BA in English. She has worked in financial services since 1994. Prior to founding Cornerstone Financial Planning, LLC with Jill, Susan worked at Mackensen & Co., Financial Guidance Associates, & US Boston Capital Corp.
A Massachusetts native, Susan spent summers in Maine. The ocean, the people and the way of life in the state drew her back to establish a business in Portland, where she lives with her husband, Vincent, and Lola, the "Little River Duck Dog." They have two grown children. In her free time, Susan enjoys the outdoors, spending time with friends and family, and activities at the First Parish Unitarian Universalist Church in Portland, where she is a member.
Susan has appeared on local television and radio programs, and has addressed both high school and college classes as well as offering financial planning seminars for women.
CERTIFIED FINANCIAL PLANNER™ Certificant 2000
NAPFA Registered Financial Advisor 2000
Jill Boynton, CFP®
Jill graduated from Tufts University, Magna Cum Laude, with a BA in Economics. She worked in the brokerage industry for many years, at Paine Webber, Morgan Stanley Dean Witter, and Morgan Keegan. Prior to establishing Cornerstone Financial Planning, LLC with Susan Veligor, Jill was employed at Mackensen & Co.
Jill is a CERTIFIED FINANCIAL PLANNER™ practitioner and also a Certified Divorce Financial Analyst.
Jill offers workshops for women and local companies interested in improving their financial expertise. She has been quoted in Money Magazine, Investors Business Daily, Ticker Magazine, and MorningstarAdvisor.com. Jill has also appeared locally on NH Outlook.
Jill lives in Newington with her husband and two sons.
Professional licenses and memberships:
CERTIFIED FINANCIAL PLANNER™ Certificant 1999
NAPFA Registered Financial Advisor 1999
Certified Divorce Financial Analyst 2004
Member of Association of Divorce Financial Professionals
Board Member of the Collaborative Law Alliance of NH
Member of the International Academy of Collaborative Professionals
Mackenzie Arsenault, CFP®
Mackenzie graduated from Roger Williams University in Bristol, Rhode Island with a Bachelor of Science, Magna Cum Laude in Financial Services, and she later completed her Certified Financial Planner™ coursework at Boston University.
Prior to joining Cornerstone Financial Planning, Mackenzie worked at UBS Wealth Management Americas in Boston, Massachusetts, where she provided client services. Prior to that, she worked as assistant portfolio manager at SMI Management and Research, LLC in Damariscotta, Maine. Mackenzie is based in our Portland, Maine office, and provides financial planning services to our clients.
Mackenzie has a large family throughout Maine and Massachusetts. After spending time working in Boston, she moved back to Maine in April 2014 and resides on Portland’s Eastern Promenade. She is a passionate sailor and skier in her spare time, and participates in sailing races in the summer.
Professional licenses and memberships:
CERTIFIED FINANCIAL PLANNER™ Certificant 2013
NAPFA Registered Financial Advisor 2014
First Vice Chair of the Maine Women's Network - Portland Chapter
Maine Estate Planning Council
Junior League of Portland, Maine
100 Women Who Care - Southern Maine
Portland Regional Chamber of Commerce - Propel
Carrie graduated from the University of Maine in Orono with a Bachelor of Science in Business Administration with concentrations in Finance and Management Information Systems. More recently, she earned her Master’s degree in Accounting from Southern New Hampshire University in Manchester, New Hampshire, where she was a member of the Sigma Alpha Pi honors society. Prior to joining Cornerstone Financial Planning, Carrie worked as a financial services associate at Peoples United Bank in Portland, Maine.
As Client Service Manager, Carrie is based in our Portland, Maine office, where she will be responsible for establishing and servicing client accounts, and handling client relations.
Carrie lives in Freeport, Maine with her husband, Jason and their dog. She loves to travel, especially to national parks, Disney World, and the Caribbean. Carrie is a senior ranked figure skater, and was previously a member of an adult synchronized skating team. In addition to skating and travel, she enjoys genealogy, hiking, cooking, and restoring antique houses with her husband.
Taylor brings a keen mind and focus on the details to her job as Office Manager of Cornerstone. Prior to joining Cornerstone Financial Planning, Taylor worked for almost ten years as the office manager for her family’s small business, Delta Air Conditioning Company, Inc. in Calabasas, California. Taylor graduated from Moorpark College in Moorpark, California with her Associate of Arts.
After visiting Maine several years ago, and admiring the stunning scenery, friendly people, and easygoing lifestyle of the East coast, she decided that this is truly, “The Way Life Should Be.” Taylor recently made the cross country drive to Maine with her partner, CJ, and their three dogs.