We are honored that you are considering our team to help you build your financial future and work through life’s transitions. Our principals bring 20 or more years of experience and expertise to the relationship with a goal of helping you live stress-free.
Access to your planner is key and something we take seriously. Please meet our team and know that we have a strong track record of being there for our clients through the ups and the downs.
Susan graduated from the University of Massachusetts and earned a BA in English, Magna Cum Laude. 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 her summers in Maine. The ocean, the people and the way of life in the state drew her back to establish a business in Portland.
Susan lives in Portland with her husband, Vincent, and their two dogs. They have two grown children. In her free time, Susan enjoys the outdoors, friends, family, and her church community. She is a member at First Parish Unitarian Universalist Church in Portland.
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.
Professional licenses and memberships:
Jill graduated from Tufts University with a BA in Economics, Magna Cum Laude. 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. She also has appeared locally on NH Outlook.
Jill lives in Newington with her husband and two sons.
Professional licenses and memberships:
As the Office Manager for Cornerstone Financial Planning, Raylene brings an intuitive knack for numbers and natural attention to detail to our company operations. She has over ten years of experience in bookkeeping, specializing in small business operations and is enthusiastic about tackling any tasks that are part and parcel to the work of keeping our business in order. Passionate about family and friends, Raylene is always cheerful and has a terrific sense of humor. She resides with her husband and two children in Gorham.
Collaboration and communication is vital in helping you build a realistic picture of your financial future. We have a strong network of experts in various areas to meet your needs: