Advanced Design Team
Donna M. Wanamaker, CLU, ChFC
Director, Insurance Services and Plan Design
24 years with Cornerstone
28 years of industry experience
Donna leads the insurance division by focusing on needs analysis and product design.
Her interaction with the advanced marketing departments of over 20 insurance providers
affords optimum competitive solutions for solving complex insurance and estate planning
needs. Donna currently holds her Chartered Life Underwriter (CLU) and Chartered
Financial Consultant (ChFC) designations, is a Series 6 and 63 FINRA Registered Representative
and is a member of Cornerstone’s Systems Team.
Kathleen M. Keller
Director, Estate Planning
B.S. Cabrini University
16 years at Cornerstone
26 years of industry experience
As the Director of Estate Planning, Kate interacts with both clients and their advisors
to provide for the design and implementation of an effective business and estate
plan. Her superior skills in the analysis and presentation of data translate into
viable action plans for our clients. Kate’s responsibilities include valuations
of companies, estate “walk-throughs”, and designing estate transfer plans that maximize
our client’s wealth. She is a Series 6 and 63 FINRA Registered Representative.
Saida Martinez
Strategic Assistant
A.S. Northampton County Community College
2 years with Cornerstone
27 years industry experience
As Strategic Assistant to Jack Yaissle, Managing Director of Cornerstone Advisors,
Saida's duties include calendar management, dictaphone transcription, and typing
business correspondence. She is also responsible for the maintenance of client and
prospects database, making travel arrangements, coordination of events, preparation
of marketing materials, internet research and filing. Saida is also a member of
our Advanced Design Team and assists the team in preparing for meetings.
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