Michele Lee Fine, RICP®, CLTC®
Founder & CEO Cornerstone Wealth Advisory LLC
Scott Mintz, CFA
Cornerstone Wealth Advisory LLC
Chartered Financial Analyst, Director of Operations
Lawrence Cohen, RICP®
Cornerstone Wealth Advisory LLC
Senior Financial Representative
Mackenzie Klouda
Client Service Associate
Jerry Harnik
Managing Director Emeritus, Strategies for Wealth
Lyle Domenitz
Managing Director, Strategies for Wealth
Josh L. Becker
Managing Director, Strategies for Wealth
Jeff Neeck
Managing Director, Strategies for Wealth
Jeffrey Gambuzza
Chief Compliance Officer, Strategies for Wealth
Kelley Biondi
Director of Marketing, Strategies for Wealth
Christina Di Grandi
Marketing Associate, 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