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
“First impressions are a huge part of our everyday life as human beings. As a result, we have the opportunity to make or break others’ experiences – whether it be a new client at your workplace or meeting a friend of a friend for the first time. I love providing a positive client experience, which is one of the many reasons why my Office Manager position is a perfect fit for me. I am so pleased to have joined the Cornerstone team.
I have been coaching cheerleading since 2011 and have coached all ages -- from elementary school to high school varsity. Seeing the confidence in young athletes grow as a result of their participation in cheerleading is one of the many reasons why I continue to do what I do. Being a part of the future generation is very important to me. The reward that I get from coaching is something that money could never buy. I currently coach the middle school team at South Portland Youth Cheering and love every second of it!
“My mother was an elementary school librarian and this quote is from one of her favorite books, Miss Rumphius. Making the world more beautiful is the final task, out of three, that young Alice is taught to do in her life (the first two being: travel to faraway places and come home to live by the sea). The arc of my life has always reflected these ideas, maybe as a natural progression of life as a Mainer and a child of world travelers, but I’ve always felt a strong link between my life’s path and these three goals. While I’ve always loved gaining the visceral knowledge you get from visiting “faraway places” (experiencing the foods and textures and smells and feelings of those places), I’ve always needed to keep coming home to live by the sea, especially smelling the salt air and seeing the shimmering water among the islands of Casco Bay.
Now, while I still continue to enjoy the ocean and travels, my daily life is very focused on this third task of making the world more beautiful, and I know it will occupy me for the rest of my life. I’m now raising kids who I hope, too, will feel a link to this book’s message: that we must leave the world better than how we found it. I personally work to make the world more beautiful through literal means via attending beach cleanups or doing DIY home renovations, in financially supporting my town library or my church, or in raising and educating healthy children. But I also interpret “beautiful” in many intangible ways…. Anything that helps increase harmony among people or between humans and the rest of the planet is related to this inner calling. So, whether it’s working on social justice issues, advocating for cycling infrastructure and alternative energy, or giving my attention to others in all my various roles as mother, group leader, activist, or financial planner, each effort contributes to my mission of leaving the world a better place.