Who We Are
Cornerstone Wealth and Tax
Here’s the bottom line: our team is here for you. Whatever your financial or insurance needs, our group will deliver honest and professional advice. We focus on paying attention to the details so you can keep your retirement plan simple. Your financial future is what we work for each and every day. Meet the people of Cornerstone Wealth and Tax Advisory Group. We look forward to meeting you.
From a young age, Doug was taught the value of working hard and feeling a sense of accomplishment when the task was done. What his mother and father taught him about the value of hard work, integrity, and “doing the right thing” is the foundation of both his personal and professional life.
Doug has a true passion for the work he does with retirees. His wife, Lisa, who is a former CPA and Corporate Controller works with Doug in Cornerstone Wealth & Tax Advisory Group and has throughout his entire financial services career. This “dynamic duo” brings investment and tax advice together under one roof, helping to keep things clear and transparent for clients. Doug believes that open, honest communication is key to a successful relationship and overall retirement plan.
In Mary’s role as Operation Manager for Cornerstone Wealth and Tax Advisory Group, she is responsible for ensuring a smooth client experience. As a liaison, she manages the process of transferring money for clients, answers questions regarding account service, and maintains communication throughout each transaction. In addition, she manages the office operations and oversees the marketing efforts as well.
Prior to her work with our firm, Mary’s career included work as a program manager in a non-profit electric power research institute, a marketing and communications job with a semiconductor company, and a recruitment and logistic role at Stanford University. She holds a bachelor’s degree in Criminal Justice from California State University, is a Notary Public, and attends continuing education in the financial services industry throughout the year.
Mary loves to help clients and takes pride in her solutions-oriented approach. She offers her Notary services for free to all Cornerstone Wealth & Tax Advisory clients. Mary is known for staying calm and being a good listener. She lives in Roseland and enjoys spending time with her husband, two teenage children, and their Chihuahua rescue dog.
As the Administrative Assistant for Cornerstone Wealth and Tax Advisory Group, Stevie handles appointment scheduling, preparation of appointment documents, and customer service. In addition, she assists with preparing materials for all educational seminars and is available for guest assistance at the events. Known for being bubbly, kind-hearted, and a little “feisty,” Stevie uses her passion to help our clients every day.
As a close family friend of Doug and Lisa, Stevie has grown up around Cornerstone Wealth and Tax Advisory Group’s clients. She started assisting the firm as a pre-teen, and, upon graduating from Oakmont High School, began her career in financial services with us.
Stevie loves working with clients and is always ready to assist. She believes in our firm’s mission to educate and help clients protect their future. In addition, she is currently pursuing her Notary designation as well as her insurance licensure. Stevie lives in Roseville with her father and her cat, “Stinky” and has helped animals through the ASPCA.
Lisa Clancy is the Corporate Controller for Cornerstone Wealth and Tax Advisory Group. She is responsible for payroll, accounting, human resource, and corporate insurance functions. Additionally, Lisa provides logistics for seminars, charitable events, and client events for the firm. She ensures the “back office” for Cornerstone Wealth and Tax Advisory Group runs smoothly.
Lisa had an extensive career in corporate accounting and finance. Prior to joining her husband, Doug here at Cornerstone in 2011, she worked in an accounting role for several large corporations. Throughout her various roles, Lisa has used her exceptional organizational and “attention to detail” skills to streamline company processes. She holds a bachelor’s degree in Accounting from Southern New Hampshire University (formerly New Hampshire College).
A native New Englander, Lisa and her husband, Doug, have one son (Eric) and two dogs. She loves going to seminars to interact with clients, and is the company “perfectionist.” Lisa also enjoys traveling and hopes to travel again soon to Europe, as well as Australia, New Zealand, and some parts of Asia. Say, “Hi!” to Lisa at our next live event.