Mindy is a planner at heart, believing anything is possible with hard work and the proper plan.
Mindy began her career in the financial services industry over 35 years ago as a mortgage underwriter, then later went on to be a business development officer and branch manager. Early in her career, she realized that she was best suited for Investment Management and Financial Planning. She discovered there was a definite need for financial planning and education for clients. Mindy believes in taking time to listen to her clients’ needs, understand their goals, and guide them along the path to pursue their financial dreams. She is passionate about helping her clients make informed financial decisions.
At Cornerstone Wealth Planning, the firm takes a team approach in servicing and meeting with their clients, managing their investments and financial planning. As the Relationship Manager, Mindy talks with clients in a way that is easy to understand and engages them in planning strategies that are relevant to their financial goals.
Mindy graduated from the University of Southern Maine with a B.S. degree in Business Administration. She attended the College for Financial Planning in Colorado and has earned her CERTIFIED FINANCIAL PLANNER™ (CFP ®) designation. Mindy holds various securities registrations and insurance licenses and is an Investment Advisor Representative of LPL Financial. LPL Financial is an independent broker/dealer and Registered Investment Advisor.
Mindy loves spending time with her husband, John, their children, and grandchildren. Mindy and John have been host parents to five very special exchange students and consider them to be part of their family. Mindy enjoys spending time at the lake, reading, traveling, running and hiking.
Wes has an obsession with numbers and has a special talent for seeing through all the noise in the financial markets and bringing to light what actually matters.
Wes joined Cornerstone Wealth Planning as Director of Investments in January of 2015. He is responsible for establishing investment policy and leading all investment research. Wes formulates asset allocation strategies and develops investment models for client portfolios. He meets regularly with clients to conduct comprehensive portfolio reviews to evaluate their investment objectives and goals.
Before joining Cornerstone, Wes was an Investment Analyst and Portfolio Manager for over 5 years at Lake Street Advisors, LLC, a multi-family office in Portsmouth, New Hampshire.
Wes graduated from Bentley University with a BS in Management and a minor in Finance. He earned his Charter Financial Analyst® (CFA) designation. Wes holds various securities registrations and is an Investment Advisor Representative of LPL Financial. LPL Financial is an independent broker/dealer and Registered Investment Advisor.
Wes enjoys being active outdoors including hiking, biking, skiing and traveling with his family. He and his wife, Jess, love being adventurous with their 2 sons, Calvin and Sullivan.
Jennifer has a knack for building efficient procedures and effective communications that enable us to deliver the very best experience for current and prospective clients.
Jennifer joined Cornerstone Wealth Planning in 2018 as Director of Marketing and Operations. With responsibility for the day-to-day operational duties of the firm, Jennifer works closely with all members of the team to keep our office running smoothly for our clients. She also manages our marketing and public relations efforts as we continue to strengthen our brand presence.
Jennifer has 17 years of experience in marketing communications, including nine years as a corporate communications manager for TD Bank. Throughout her career, she has developed effective programs and processes for a variety of Maine businesses and non-profit organizations.
She graduated from Colby College with a B.A. in English literature and is pursuing a Financial Paraplanner Qualified ProfessionalSM designation from the College for Financial Planning.
Jennifer loves practicing her skills as a hobby cook, making authentic Mexican recipes for family and friends. She enjoys spending time with her husband, Scott, and their daughter Anna, and exploring new places near and far together.
Melissa has a talent for creating meaningful connections with clients, always welcoming the opportunity to serve as a positive, helpful resource.
Melissa joined Cornerstone Wealth Planning in 2022 as an Operations Associate. She coordinates and oversees client appointments, assists with client transactions and maintaining records, and handles other firm operational duties. A big-picture thinker and active listener, Melissa stands ready to make a positive impact.
Prior to joining Cornerstone, Melissa held various positions across a range of industries including the non-profit, hospitality and education sectors. Her breadth of work experience in building operational processes, managing complex projects, and coaching individuals to achieve their goals makes her an asset to our team and clients.
Melissa graduated from Bates College with a B.A. in Psychology and earned two master’s degrees in Human Development from Boston University and Sport Management from the University of Massachusetts Amherst.
Never being too far from a pool, Melissa continues to serve the local community as the assistant swimming coach for Edward Little High School in her native Auburn. She enjoys being outside, exploring new places, and challenging herself.
At the heart of our mission, we are seeking to improve the lives of those in our community through a unique financial experience. We seek to be engaged and connected to our community not only through our wonderful client relationships, but also the causes that we hold near and dear to our hearts.
These are some of the organizations that Cornerstone supports in their efforts of providing value to our community:
Auburn Lewiston YMCA, an organization that has been strengthening our community for over a century by ensuring that everyone has access to the essentials needed to learn, grow and thrive.
Maine Music Society, a music-performing non-profit organization that supports artistic and educational activities in our community.
Androscoggin Land Trust, which conserves approximately 5000 acres of land, including 10 miles of riverfront along the Androscoggin River.
Good Shepard Food Bank, an organization working to eliminate hunger in Maine by by sourcing and distributing nutritious food to people in need alongside our many volunteers and partners.
LPL Financial is not affiliated with the above organizations.
We begin every client relationship with a conversation – complimentary, casual, and pressure-free. We take time upfront to get to know you, your unique goals, and outline how Cornerstone may be able to help you. Fill out this form to schedule yours today.