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
These words from Nelson Mandela serve as a reminder to not to give up in the face of adversity. Instead, we can begin with a mindset of possibility. How can we know what is truly possible until we try?
When I entered the finance industry with a background in politics, I was worried I’d made a mistake. Luckily, I had wonderful mentors in the industry who encouraged me in those early days to look beyond my background and to use the skills I did have to adapt and learn. This experience brought invaluable “a-ha” moments that not only empowered me to make smarter financial decisions in my own life but inspired me to share this knowledge with others. It’s been my mission since then to breakdown all the financial jargon and help others understand how to apply financial planning to achieve their life goals.Read More
Einstein’s quote serves as a constant reminder of what is most important. Striving to be of value is at the core of how I live my life. This drives me to set and accomplish goals, constantly learn, and cultivate deep and long-lasting relationships. To me, being of value is exemplified by aligning the use of your time and capital with your values, while supporting others in the pursuit of the same. Therefore, I believe the primary role of a financial planner is to empower clients so they may set and meet financial goals that align with their values. I do this by getting to know my clients well, so I truly know what matters most to them. This way I can help them harness the power of their resources and navigate the web of decisions needed to accomplish their unique goals.Read More
I love this quote because it reminds us to always question where we are, and where we are going. I believe it’s so important to be intentional about the life we wish to live and to always remember that nothing is set in stone. This critical thinking is important for our financial life too. To plan well, we must be clear on our goals and dreams!
I enjoy learning about what brings people joy and what drives them. As a financial planner, I am excited to help clients build a financial picture based on their unique values and principals. I love that we meet with clients often and explore all aspects of their financial picture. As things change, we can adapt the plan. By developing a vision for the future and revisiting it often, we can slowly create the life we wish to live. Mollie Marti said it well when she said, “Our power lies in our small daily choices, one after another, to create eternal ripples of a life well-lived."Read More
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.Read More
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!Read More
Your intentions and choices are important. Everything you do impacts your life and the experiences of people around you, even if you may not always think so. I try to live a life based on the idea that you can make a positive impact by simply being mindful of your actions. When so many aspects of the modern world feel out of our control, it’s comforting to remember that change often begins with small efforts.
I’ve been working in client-facing roles for nearly ten years, and what I enjoy most are the opportunities to foster genuine connections with others. I’m so excited to have joined the Cornerstone team and look forward to creating positive experiences for our clients!Read More
This quote resonates with me as I strongly believe that there is always more to understand. As the world is growing and changing, we must adapt as well.
I strive to expand my knowledge with the hopes that I can share what I have learned with others and support them however I can. I find myself feeling most fulfilled when I am able to help others, and I am excited to be doing just that as the Office Manager at Cornerstone.Read More
The teachings of Audre Lorde have been crucial in developing an understanding of myself, the importance of community, and my place in said community. Community can be born out of geography, history, interests, empathy – the latter enabling us to expand our circles beyond the bounds of our wildest expectations. And while part of building community is making connections, it’s also about having difficult conversations.
Growing personal wealth creates stability, and when people feel more stable and less stressed, they can be involved in their community in an enduring and substantial way. I’m thrilled to join Cornerstone and help facilitate wealth on both an individual and community level.Read More