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.