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.