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!
This quote inspires me to take chances on the things I wish for in life. Moving up to Maine from Florida was a big change for me—but a change that I truly wanted to make that felt right. I also took a chance on changing fields from client service in veterinary medicine to client service in financial planning with Cornerstone. I’m excited for these new opportunities in my life, and intend on applying this quote’s philosophy to future dreams as well.
I’ve been involved in client service since I was fresh out of college and love to help people. I enjoy providing support and keeping everything running smoothly, so clients’ minds are at ease. This makes being the Client Service Manager a perfect fit for me here at Cornerstone!
Lao Tzu was a Taoist philosopher who lived in China between the 6th and 4th century BC. His quote can be applied to many of the challenges encountered in life. Whether training for a marathon or saving for retirement it pays to start early. Though neither is easy at any point, the longer you wait the harder you’ll have to work to accomplish your goal.
I was drawn to the financial planning profession because I want to help reduce the uncertainty and stress that surrounds the financial lives of so many. I believe a little planning goes a long way whether you’re working toward specific goals or simply want to ensure you’re on track for retirement. As a paraplanner I assist the advisors throughout the planning process. I love creating projections and exploring the various ways clients can make their dreams become reality.