Advanced Design Team
Donna M. Wanamaker, CLU, ChFC
Director, Insurance Services and Plan Design
26 years with Cornerstone
31 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
18 years at Cornerstone
29 years of industry experience
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.
Paul T. Fabiano, JD, LLM
Tax Counsel
University of Delaware, BSBA Finance
Villanova University School of Law, Juris Doctorate
Villanova University School of Law, Master of Laws in Tax
3 years at Cornerstone
14 years of industry experience
Paul has 14 years of experience in tax,
estate and business succession matters. After completing his law degree, Paul worked
in the accounting industry, with a boutique law firm specializing in tax and estates,
and for the last eight years, financial consulting companies who focus on planning for
owners of closely held businesses.
His primary responsibilities at Cornerstone are the review, design and implementation
of tax, estate planning, business succession and insurance strategies for our clients.
He is a licensed attorney in Pennsylvania and a member of the Lehigh County and
Pennsylvania Bar Associations.
He regularly attends national tax and estate planning conferences and has commentated
on tax and legal developments for widely distributed industry information services.
Paul is also active in charitable and nonprofit organizations, including his role
on the Board of the Civic Theatre in Allentown.
Saida Martinez
Strategic Assistant
A.S. Northampton County Community College
5 years with Cornerstone
30 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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