Michele Lee Fine, RICP®, CLTC®
Founder & CEO Cornerstone Wealth Advisory LLC
Scott Mintz, CFA
Cornerstone Wealth Advisory LLC
Chartered Financial Analyst, Chief Operating Officer
Lawrence Cohen, RICP®
Cornerstone Wealth Advisory LLC
Senior Financial Representative
Daniel Strongin
Cornerstone Wealth Advisory LLC
Business Operations & Client Service Associate
Josh L. Becker
Managing Director, Strategies for Wealth
Lyle Domenitz
Managing Director, Strategies for Wealth
Jeff Neeck
Managing Director, Strategies for Wealth
Jerry Tavella
Managing Director, Strategies for Wealth
Jerry Harnik
Managing Director Emeritus, Strategies for Wealth
Jeffrey Gambuzza
Chief Compliance Officer, Strategies for Wealth
Peter J. Holmes, CLU®, ChFC®, RHU®, REBC®, CASL®, RICP®
Director of Advanced Planning, Strategies for Wealth
Peter Adams, CLU®, ChFC®, RICP®
Director of Life Operations, Strategies for Wealth
Karen Madsen
Director of Life Underwriting, Strategies for Wealth
Kelley Biondi
Director of Marketing, Strategies for Wealth
Christina Di Grandi
Digital Marketing & Communications Manager, Strategies for Wealth
Angela Saponara
Director of Operations, Wealth Management, Strategies for Wealth