Anna Traugh and Sara Casale are members of the Leadership Portland Class of 2026. The program brings together professionals from across Greater Portland to deepen their understanding of the community, strengthen leadership skills, and build meaningful connections. Their participation reflects Cornerstone's commitment to leadership, collaboration, and community involvement.
Barry K. Betters is a member of the Leadership Seacoast Class of 2026. Leadership Seacoast brings together professionals from across the New Hampshire and Southern Maine Seacoast region to strengthen leadership skills, build community connections, and foster civic engagement. Barry's participation reflects his commitment to making a positive impact both professionally and within the communities he serves.
Mackenzie Parsons graduated from Leadership Portland Class of 2024, a program dedicated to connecting and developing leaders committed to strengthening the Greater Portland community. Through the program, participants engage with local organizations, civic initiatives, and conversations shaping the future of the region.
Danielle Pensinger earned her CERTIFIED FINANCIAL PLANNER® certification after completing the rigorous education, examination, and experience requirements established by the CFP Board. This milestone reflects her dedication to providing thoughtful, client-centered financial guidance.
Cornerstone was recognized in the MaineBiz Book of Lists in both 2023 and 2024, reflecting the firm’s continued growth and long-standing presence within Maine’s financial planning community.
Anna Traugh was recognized by the Junior League of Portland for her leadership and involvement in the local community. Her commitment to service and relationship-building reflects the values that guide our team both inside and outside the office.
Christina Traurig was recognized by the National Association of Personal Financial Advisors (NAPFA) for her volunteer contributions and ongoing commitment to advancing the financial planning profession.
Mackenzie Parsons joined The Community Cast podcast by Chalmers Insurance Group to discuss empowering women through financial planning, Cornerstone’s B Corp journey, and how values shape the way the firm serves clients and builds culture.
Mackenzie Parsons was featured on Portland’s WGME CBS 13, sharing financial insights and commentary relevant to Maine households and current economic conditions.
Cornerstone owners joined the Oak Street Podcast for a conversation around entrepreneurship, financial planning, and building a values-driven business rooted in long-term relationships and community impact.
Cornerstone was featured in Down East Magazine in recognition of the firm’s community involvement and commitment to helping clients align financial decisions with the lives they want to build.
Cornerstone supported Maine Coast Heritage Trust through the Tides of Change event, helping raise awareness and support for land conservation efforts throughout Maine.
Our team regularly participates in volunteer and community initiatives throughout Maine and New Hampshire, dedicating time to organizations and projects that support local families, nonprofits, and environmental efforts.
