Team
We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s the best approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
Kenn Anne Kane’s focus is on greeting our clients and meeting their general needs, as well as scheduling appointments and assisting our advisors and team members to help Cornerstone be productive and well-organized. Kenn Anne...
Caitlin attends Connecticut College majoring in Asian History, double minoring in Chinese and Economics. At school Caitlin has participated in Varsity Women's Rowing, Investment Club, Language Fellows, and is a Career Office Fellow....
Carla is a Licensed Admin and enjoys working with clients, knowing them on a deeper level. Before joining Cornerstone Financial she worked at M&T as a manager for seven years. She works diligently to assist client needs and assure that...