Cornerstone Advisors - Ensure You'll Endure™

Happy Labor Day from Cornerstone Advisors. We hope you take time to relax and enjoy spending time with family, catching up on some much-needed rest, or embarking on a new adventure.

We are happy to congratulate Joe Palma, CEPA® on his Five-year #workiversary at Cornerstone Advisors! Joe has been a prominent part of the Cornerstone team adding value and building relationships with our clients and within the Cornerstone Team. His insights and strategic thinking have helped shape the success of numerous solutions. Joe's ability to foster strong relationships and his unwavering professionalism have earned him the respect and admiration of both colleagues and clients alike. As we celebrate this milestone, we look forward to many more years of collaboration and continued success together. Here's to Joe and all that he has accomplished—congratulations once again! Fun Fact: I have coached a Youth Flag Football Team to a Championship.

𝗖𝗲𝗹𝗲𝗯𝗿𝗮𝘁𝗶𝗻𝗴 𝟰𝟬 𝗬𝗲𝗮𝗿𝘀 𝗼𝗳 𝗘𝘅𝗰𝗲𝗹𝗹𝗲𝗻𝗰𝗲 𝘄𝗶𝘁𝗵 Donna Wanamaker! We are thrilled to honor Donna Wanamaker, who has dedicated an incredible 40 years to Cornerstone Advisors. Donna's journey with us has been marked by her unwavering commitment, exceptional expertise, and passion for adding value to our clients. From the very beginning, Donna has been a driving force behind our success. Her innovative, client-focused solutions and ability to build lasting relationships with clients have made a profound impact on our company. Donna has set a standard of excellence that inspires us all. Donna’s positive impact goes beyond her professional achievements. She currently is on the Visual Arts Board of ArtsQuest and is committed to giving back to the community and making a difference. Her willingness to go the extra mile shines through. 𝗔 𝗦𝗽𝗲𝗰𝗶𝗮𝗹 𝗠𝗲𝘀𝘀𝗮𝗴𝗲 𝗳𝗿𝗼𝗺 𝗢𝘂𝗿 𝗖𝗘𝗢, Rachel Lower, CLU, ChFC: "Donna, your 40 years of service are a testament to your incredible dedication and hard work. You have been a pillar of our company, consistently demonstrating the highest level of care for our clients. Your commitment to excellence has played a crucial role in shaping Cornerstone Advisors into the company it is today. On behalf of the entire team, thank you for your outstanding contributions and for being such an integral part of our family. Congratulations on this remarkable milestone!" Please join us in celebrating Donna Wanamaker for her four decades of remarkable service and her invaluable contributions to Cornerstone Advisors. 🎉 🎈 🎉 #Workiversary

We would like to thank our interns Elsa and Zoe for all of their hard work and dedication to Cornerstone Advisors. Their contributions have been invaluable, and their positive attitudes and eagerness to learn have made a significant impact on our team. We are excited to see where their careers take them and are confident that they will achieve great success. Once again, thank you, Elsa and Zoe, for your outstanding efforts and for being such an integral part of our journey.

As a Member Firm of M Financial, we are excited to announce that M Financial has been honored with the prestigious Ward’s 50 award for 2024. This accolade reaffirms their standing as one of the top life insurance companies in the nation. Ward, a business unit of Aon, selects 50 U.S.-based life and health insurance companies each year based on their exceptional financial performance, stability, and consistency over a five-year period. With nearly 700 companies evaluated annually, this recognition highlights our commitment to excellence in the industry. Visit https://lnkd.in/gkvgbBjZ for more information about the award.

Congratulations to Rachel Lower for being named one of Forbes’ Top Financial Security Professionals for 2024.  This acknowledgment highlights Cornerstone’s passion and commitment to adding value and building long-term relationships through our client-focused teamwork. 

🎉Happy Fourth of July! Celebrating the spirit of Independence and the freedoms we cherish. Enjoy the festivities and have a fantastic day! #FourthOfJuly #IndependenceDay

We are happy to congratulate Nicole Randolph on her Nine-year #workiversary at Cornerstone Advisors! Nicole has been a prominent part of the Cornerstone Underwriting & New Business Team adding value to our clients. 🎉 Fun Fact: I am fascinated by Astrology and love anything related to the spiritual and mystical. Before the internet, I used to do astrological birth charts for my friends and family. 

We are happy to congratulate Lisa A. Johnson, CLU®, ChFC® on her TWENTY-THREE year #workiversary at Cornerstone Advisors! Lisa has been a prominent part of the Cornerstone team focusing on our clients. 🎉 Fun Fact: I don't travel well, but I have set foot in 23 states, Canada, Bermuda and the Bahamas.

Happy Father's Day to all the dedicated dads on our team! Your hard work and commitment, both at work and at home, inspire us every day.