Get To Know Us

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 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.

Kaleb joined Cornerstone Wealth Planning as the Director of Operations in October 2025. In his role, he serves as a key point of contact for clients, managing a wide variety of service requests and ensuring a seamless client experience. He also supports our advisors by coordinating, preparing for, and participating in client review meetings.

Before joining Cornerstone, Kaleb built a successful career in the banking industry, where he spent more than a decade in various roles, including Customer Service Representative, Mortgage Loan Officer, and Branch Manager.

Kaleb takes great pride in providing personalized client service, always striving to understand and support a positive client experience. He is dedicated to Assist with each client’s unique administrative needs and values building long-term, valued relationships.

Kaleb earned his B.S. in Business Administration from Husson University.

Outside of work, Kaleb enjoys spending time with his wife and their two dogs—a Boxer and an English Bulldog. He is a big fan of the Boston Celtics and Red Sox. An avid sports enthusiast, he continues to play in adult soccer and basketball leagues and loves spending time outdoors skiing, hiking, running, and golfing.

Ashley joined Cornerstone Wealth Planning in 2026 as a client service associate.

In this role, Ashley works closely with both clients and advisors to help facilitate a smooth and responsive service experience. From assisting with account-related requests and coordinating operational processes to addressing clients’ needs as they arise, she is committed to providing thoughtful support and ensuring each interaction is handled with care, professionalism and precision.

Ashley has more than two decades of experience in the financial services industry. Her diverse background includes business operations, quality assurance, compliance, business support and client service. Throughout her career she has supported internal teams as well as clients, managed complex processes and maintained strong commitment to accuracy and attention to detail. Her broad experience has strengthened her organizational skills and ability to provide exceptional operational support.

With a genuine passion for helping others, Ashley enjoys building connections and creating positive experiences for clients and colleagues alike. She values the opportunity to support others, solve challenges, and contribute to an environment where people feel welcomed, supported, and confident in the service they receive.

Outside of work, Ashley enjoys spending time outdoors with her husband, especially hiking and exploring nature. She is an animal lover and an avid reader with an insatiable appetite for books. Whether enjoying a new trail, spending time with friends, or getting lost in a great book, Ashley values lifelong learning and making the most of every adventure.