Mackenzie is a CERTIFIED FINANCIAL PLANNER™ practitioner and co-owner of Cornerstone, where she thrives on transforming complex financial puzzles into clear, actionable plans. Mentored by Cornerstone founders Susan Veligor and Jill Boynton before becoming co-owner in 2022, she is committed to carrying their vision forward. She expertly combines her love for organization, order, and detail to craft personalized financial plans tailored to each client.
A Magna Cum Laude graduate of Roger Williams University with a Bachelor of Science in Financial Services, Mackenzie completed her Financial Planning coursework at Boston University. She is an alumna of the Leadership Portland class of 2024 and a sustaining member of The Junior League of Portland, ME. She has also served as State Board Chair for the Maine Women’s Network and its Portland Chapter, and she champions women in finance through the CFP® Board’s Women’s Initiative.
Outside of work, Mackenzie treasures time with her daughter, Millie – carving turns at Sugarloaf in the winter and cruising along the Maine coast in the summer. She finds joy on the water, whether sailing her cherished 1940s wooden John Alden Explorer or supporting her husband’s restaurant, Shuck Station, and their oyster farm on the Damariscotta River. She also has a creative side, especially when it comes to crafting intricate gingerbread houses from scratch.
Christina is a CERTIFIED FINANCIAL PLANNER™ practitioner who is passionate about creating meaningful, positive impacts in her clients’ lives. She stepped into ownership in 2022 after years of mentorship under Cornerstone founders Susan Veligor and Jill Boynton, and she is proud to carry their vision forward while helping shape the firm’s future. With a Master of Business Administration from the University of Louisville and a Summa Cum Laude Bachelor’s in Finance from Northern Kentucky University, she combines her strong academic background with a passion for helping clients achieve their financial goals.
For Christina, the most rewarding part of her work is knowing her guidance has made a lasting difference in her clients’ lives and financial futures. She values how naturally Cornerstone’s culture reflects her own priorities – trust, integrity, passion, community, and collaboration. Those shared values give her the foundation to build authentic client relationships grounded in honesty and mutual respect.
Beyond her work, Christina’s curiosity and love of discovery have taken her across more than 30 countries. Travel continues to fuel her perspective, offering new ways of seeing the world and deepening the care she brings to her clients’ planning.
Sara is a CERTIFIED FINANCIAL PLANNER™ practitioner who helps make financial planning feel straightforward and accessible. She graduated from the State University of New York at Geneseo with a Bachelor of Arts in Political Science and a minor in Philosophy. She enjoys helping clients feel at ease, organized, and confident when navigating decisions that can otherwise feel daunting.
What Sara appreciates most about Cornerstone is the focus on the intersection of financial and life planning. With regular check-ins and thoughtful adjustments as life evolves, she values being able to coordinate each aspect of a client’s financial life with what matters most to them. Sara enjoys connecting with clients on a deeper level, understanding their core values, and creating financial strategies that align.
Outside of work, Sara loves reading and being outdoors with her senior dog, Zooey – who also serves as Cornerstone’s beloved office dog and mascot. She is always learning something new, from knitting and studying Italian to experimenting with pottery. Food is another passion—her happy place is cooking and gathering around food with family and friends. Portland’s vibrant restaurant scene was one of the things that drew her to move from Upstate New York.
Barry is a CERTIFIED FINANCIAL PLANNER™ practitioner who finds joy in helping clients navigate tough life decisions. He earned a Bachelor of Science in Accounting from the University of New Hampshire. He also holds an MBA focused on finance from Southern New Hampshire University. His approach emphasizes deep understanding – taking time to learn each client’s preferences, goals, and challenges so he can guide them with clarity and confidence.
At Cornerstone, Barry is empowered by the team’s shared values of serving clients, colleagues, and the broader community. He views financial planning as a means to foster long-lasting relationships, supported by both trust and the right tools.
Away from work, Barry feels happiest when he is on an adventure with his daughter Olive. This is almost always somewhere outdoors, in the mountains, on the beach, or just in the back yard. For him, nature is both restorative and endlessly inspiring.
Bethany is a CERTIFIED FINANCIAL PLANNER™ practitioner whose work is guided by helping clients live the lives they’ve always envisioned. She believes that true connection is at the heart of financial planning and strives to make every client feel understood and supported. She earned her MBA from the Isenberg School of Management at UMass Amherst. She also holds a BA in Organization Studies from the University of Michigan.
What Bethany values most about Cornerstone is its strong vision and client-focused process. By uncovering all areas of someone’s financial picture, she helps ensure there are no surprises – giving clients comfort and confidence as they move forward. She especially treasures the trust clients place in her during moments of big decision-making.
Bethany and her husband are raising two teenage boys, and she loves spending time with family at Moosehead Lake in Maine, where they enjoy the outdoors together.
Danielle Pensinger is a Paraplanner and CERTIFIED FINANCIAL PLANNER™ practitioner who loves digging into the details of financial plans. She has a Cum Laude degree in English and a minor in Classical Studies from the University of Florida. For her, the most rewarding part of her work is fitting together the pieces in a way that gives clients peace of mind.
She values Cornerstone’s supportive culture and the team’s willingness to collaborate. Danielle sees the firm’s environment as positive, healthy, and encouraging – one where growth and professional development are always supported. Acting as a fiduciary is particularly important to her, as it ensures clients can trust that every recommendation is made with their best interests in mind.
In her personal life, Danielle is an avid reader who gravitates toward fantasy and science fiction, though she explores other genres too. Her love of books has expanded beyond her shelves – after overflowing her old bookcase, she recently added a new one and dreams of one day creating her own mini-library.
Jillian is a Paraplanner working towards obtaining her CERTIFIED FINANCIAL PLANNER™ designation. Jillian has a Bachelor of Science in Environmental Sustainability Studies from Northern Arizona University in her hometown of Flagstaff, AZ. Her passion for environmentalism enriches her interest in supporting clients with Socially Responsible Investing.
At Cornerstone, Jillian is inspired by the passion and dedication that lay the foundation for our services. The collaborative and transparent nature of Cornerstone fosters a sense of community that ensures we can deliver support that our clients can trust.
In her free time, Jillian enjoys spending time in nature, diving into meditation practices, and spending time with loved ones all over the country. She is new to the New England area and looks forward to sightseeing and exploring what the East Coast has to offer!
Siobhan is a Client Service Associate whose dedicated focus lies in helping clients achieve their financial goals. She is especially drawn to supporting charitable giving and looks forward to ensuring smooth, meaningful donations for clients who want to make a difference.
As one of Cornerstone’s newest team members, Siobhan has enjoyed getting to know the people she works with – professional, down-to-earth colleagues who truly care about those they work with. She values the time Cornerstone dedicates to building strong relationships during onboarding and client reviews, ensuring connections are genuine and lasting.
Beyond the office, Siobhan spends much of her free time exploring museums, especially those focused on art and history. She’s always eager for new recommendations in the New England area to add to her list.
She is currently pursuing a Master of Liberal Arts in Museum Studies with a Certificate in Nonprofit Management at Harvard University Extension School. She earned her Bachelor of Arts and Science in English Literature from McGill University in Montréal, Canada.
As a Client Service Manager, Anna feels her best when she’s helping others. Supporting clients and assisting the planners fills her cup, and she is proud to know her work directly impacts people’s success, well-being, and overall peace of mind. Anna graduated Magna Cum Laude from the University of Maine Farmington with a Bachelor of Science in Education.
Cornerstone’s supportive culture has played a key role in Anna’s professional journey. Over the years, she has been given opportunities to expand her skills, deepen her knowledge, and grow along her career path. What she values most in client relationships is trust – earned through consistency, proactive service, and transparency.
A true Mainer, Anna embraces every season. In the summer, she can often be found by the water with family and friends, while in the colder months, she enjoys curling up with a good book, tending to her numerous plants, or trying out new recipes – like her recent butternut squash stuffed shells.
As Office Manager, Abbi prioritizes supporting her colleagues and helping each day run more smoothly. She takes pride in doing whatever she can to make the team’s work lighter and more efficient. Abbi graduated from Lasell University with a Bachelor of Science in Athletic Training.
Abbi is drawn to Cornerstone’s commitment to giving back to the community through volunteering, sponsorship, and donations. She also enjoys connecting with clients personally, learning about their interests, and using those values to build a more meaningful relationship.
In her free time, Abbi gravitates toward the water – whether on it, in it, or near it. She also loves food and the experiences that surround it, from discovering new restaurants to enjoying meals with friends and family.
Zooey is the Portland office’s greeter. She takes her role very seriously and will be sure to welcome you with a big smile (and a howl, if you’re lucky!).
Outside of the office, she enjoys napping outside, recycling, and playing in the snow.
