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 Arsenault, CFP® 

Principal & Financial Planner 
Portland, ME 
 

Barry Betters, CFP®, MBA 

 Financial Planner 
Portsmouth, NH & Portland, ME 

Bethany Goodrich, CFP® 

Financial Planner 
Portsmouth, NH 
 

Kendal Lariviere 

Client Service Manager 
Portsmouth, NH 

Whitney Burbank 

Client Service Associate 
Portsmouth, NH 

 

Christina Traurig, CFP®, MBA

 Principal & Financial Planner
 Portsmouth, NH

 

 Sara Casale, CFP®

 Financial Planner
 Portland, ME

 

 Danielle Pensinger

 Paraplanner
 Portland, ME

 

 Anna Traugh

 Office Manager
 Portland, ME

 

 Zooey

 Office Greeter
 Portland, ME