Committed to Serving YouCornerstone Planning Team

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.

Mackenzie Parsons, CFP® 

Principal & Financial Planner 
Portland, ME 
 

 Christina Traurig, CFP®, MBA

 Principal & Financial Planner
 Portsmouth, NH

 

Barry Betters, CFP®, MBA 

 Financial Planner 
Portsmouth, NH & Portland, ME 

 Sara Casale, CFP®

 Financial Planner
 Portland, ME

 

Bethany Goodrich, CFP®, MBA 

Financial Planner  
Portsmouth, NH  

 Danielle Pensinger

 Paraplanner
 Portland, ME

 

Kristen Vernace 

Paraplanner 
Portsmouth, NH 

 

 Anna Traugh

 Office Manager
 Portland, ME

 

Becca Bahlert 

Client Service Manager 
Portsmouth, NH 

 

 Zooey

 Office Greeter
 Portland, ME