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Business Planning Team


Mark Pulaski, CPA, CFP
Certified Financial Planner

MSFS Bucknell University
7 Years with Cornerstone
32 years industry experience

Since joining Cornerstone Companies in 2001, Mark has focused on business and estate planning for family-owned businesses. He is a graduate of Bucknell University and also holds a MSFS (Masters of Science in Financial Services) degree from American College. In addition, Mark has completed several executive programs at Stanford University. Prior to a 17-year career in banking, Mark worked for 8 years as an auditor and consultant for several national public accounting firms. In his career in banking, Mark held several executive positions including Treasurer and Chief Financial Officer, Chief Operating Officer, and President of the Wealth Management.
 


Debbie Kleckner
Strategic Assistant/Receptionist

23 years with Cornerstone

Debbie’s role at Cornerstone consists of the Allentown office receptionist. She is also a Strategic Assistant for Mark Pulaski and several members of the Advanced Design Team. Her duties include Dictaphone transcription, typing correspondence, billing, filing, preparation of schematic charts using a Visio program and other administrative duties. She is also responsible for travel planning and event coordination in the Allentown office.

 

Read our Business Planning outline