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Douglas A. Clancy Jr.
About

Douglas A. Clancy Jr.

Fiduciary Retirement Education Expert and Published Author

Douglas is the CEO of Cornerstone Wealth and Tax Advisory Group. He is a Registered Investment Advisor (RIA) with a Series 65 license, and he operates under a fiduciary standard, always placing his clients’ interests first. As a national public speaker and educator, he has delivered retirement education to more than 25,000 attendees and worked directly with over 1,200 clients. He is the published author of the book: “Protection with Power: What Financial Professionals May Not Want You To Know,” a reflection of his commitment to transparency and client-centered guidance.

Douglas A. Clancy Jr. has embraced the motto “doing the right thing,” a guiding principle that informs both his personal conduct and professional practice. Since the late 1990s, he has transitioned from computer engineering to insurance and financial services to fulfill his passion for helping people plan with confidence and clarity.

Known for his candid, straight-talking style paired with a genuine, big-hearted commitment to his clients, Douglas aims to simplify complex retirement concepts and provide practical, actionable guidance.

Douglas resides in Rocklin, California, with his wife, Lisa. They have a son, Eric, who lives in Savannah, Georgia. In his free time, Douglas enjoys traveling and playing golf, and he remains actively involved in the community through retirement education initiatives.

Connect with Douglas at upcoming seminars or virtual webinars to learn how he can best serve your retirement goals.

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Founder and President, Douglas A. Clancy, Jr.
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Our Team

Meet Our Team

Here’s the bottom line: our team is here for you. Whatever your financial or insurance product and services needs, our group works hard to deliver honest and professional guidance. We focus on paying attention to the details so you can keep your retirement strategies 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.
about lisa

Lisa Clancy

Chief Financial Officer

Lisa Clancy is the Chief Financial Officer for Cornerstone Wealth and Tax Advisory Group, where she leads payroll, accounting, human resources, and corporate insurance functions. Her expertise ensures the back office runs smoothly and efficiently, and she also coordinates logistics for seminars, charitable events, and client events to create a seamless experience for clients and colleagues.

Lisa has an extensive background in corporate accounting and finance. She started her career as a Financial Auditor for the State of New Hampshire where she grew up. She joined Cornerstone in 2011, bringing experience from senior accounting roles across several large organizations. Renowned for her strategic insight and meticulous attention to detail, she consistently drives process improvements and strengthens operations.

She earned a bachelor’s degree in accounting from Southern New Hampshire University. Lisa lives in Rocklin with her husband, Doug. Lisa enjoys traveling and has a particular interest in exploring Europe, Australia, New Zealand, and parts of Asia.

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about kristi

Kristi Mellish

Director of Business Development

Kristi Mellish is the Director of Business Development for Cornerstone Wealth and Tax Advisory Group, a role she has held since joining the firm in 2023. Her primary objective is to drive the growth and expansion of the firm’s Assets Under Management (AUM) division. Kristi works closely with clients to facilitate the seamless transition of their accounts and assets, ensuring a thoughtful and client-centered experience.

What Kristi finds most fulfilling about her work is building strong, lasting relationships with clients and partners and seeing firsthand the positive impact and growth that Cornerstone delivers.

Kristi holds a degree in Business and brings an extensive background in finance, with expertise in financial planning, cash flow analysis, and retirement planning. She is licensed as a California Insurance Producer and has earned the Accredited Asset Management Specialist (AAMS) designation from the College of Financial Planning.

Known for being compassionate, friendly, positive, driven, intelligent, and highly organized, Kristi has a strong ability to understand client needs and goals and to develop tailored solutions aligned with their long-term objectives.

Outside of work, Kristi enjoys spending time with her family and friends, traveling, and creating abstract art – some of which is displayed in the Cornerstone office. She lives in Roseville, California with her husband, Dave, and their Border Collie, Aspen. Kristi is the proud mother of two adult children: her daughter, Brenna, who is currently pursuing her doctorate in Occupational Therapy, and her son, Bryce, who served five years in the U.S. Air Force and is now in the process of earning his commercial pilot’s license.

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about nikita

Nikita Laguardia

Director of Administration

Nikita is the Director of Administration at Cornerstone. She joined the team with a background in retail management and a strong commitment to providing thoughtful, people-centered support. Her main focus is helping clients and colleagues by keeping daily operations organized, welcoming, and running smoothly. Often the first point of contact, Nikita works to make every interaction positive and helpful. She also holds a degree in Fashion Design, which, while no longer her professional focus, continues to inspire her attention to detail and love of coordination.

What Nikita finds most rewarding about working at Cornerstone is the chance to connect with people every day and to be part of a team that values kindness, respect, and genuine care for clients. She takes pride in anticipating needs, staying organized, and supporting both clients and colleagues behind the scenes.

Outside of work, she loves spending time with her husband and their two cats. Traveling is one of her passions, whether she is exploring new destinations on her own or sharing adventures with friends, always discovering new places and cuisines along the way. An avid reader and passionate book collector, she is constantly adding new titles to her shelves. A retired seamstress with a lifelong love of the arts, she enjoys creative pursuits and attending live performances whenever she can.

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about andrew kagan

Andrew Kagan

Consultant

Andrew Kagan grew up in Sacramento, CA where he graduated from Bella Vista High School. He then lived in Arizona and earned his degree from the W.P Carey School of Business. His education built the groundwork for his professional career and he actively participated in both the community and his professional life.

During college, Andrew saw first-hand why having the right protections in place is so important. He watched his own grandfather struggle to pay for the care of his grandmother because the insurance they had would not cover her residential and in-home care. The grief and hassle of this experience was unbearable for his family. Andrew resolved to do everything he could to provide the best service and knowledge possible to each and every pre-retiree and retiree he came across.

Andrew has been in the insurance and financial industry for over a decade now. His mentality is, “If you do the right thing first, then you’ll have clients and no complaints later.” With this moral compass, he has helped hundreds of people find the most suitable options for their retirement situation. Andrew and his team strive to create client-minded strategies that focus on securing your future.

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about jenna

Jenna Loza

Director of Client Relations

Jenna is the Director of Client Relations for Cornerstone Wealth & Tax Advisory.  She joined Cornerstone in 2020. Jenna’s primary role is coordinating client events, generating client reports, and servicing our existing clients’ policies to ensure a seamless delivery and exceptional support to our valued clientele. Jenna’s contributions to Cornerstone extend far beyond her designated responsibilities, as she exemplifies unwavering dedication, meticulous attention to detail, and an innate passion for her work. Her warm and approachable demeanor, combined with an unwavering commitment to excellence, makes her an invaluable asset to our organization.

Beyond her outstanding professional achievements, Jenna finds solace in the company of her cherished family, dear friends, and beloved dog, Zipp. Nurturing her creative spirit, she indulges in the art of baking, culinary exploration, and immersing herself in captivating books. With an impressive 27-year marriage and three successful adult children, Jenna’s personal relationships stand as a testament to her exceptional ability to foster connections and nurture enduring bonds.

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