Michele Lee Fine, RICP®, CLTC®
Founder & CEO Cornerstone Wealth Advisory LLC
Scott Mintz, CFA
Cornerstone Wealth Advisory LLC
Chartered Financial Analyst, Director of Operations
Theresa Steinkamp, CPA*, RICP®
Cornerstone Wealth Advisory LLC
Financial Specialist
Lawrence Cohen, RICP®
Cornerstone Wealth Advisory LLC
Senior Financial Representative
Jerry Harnik
Partner, Strategies for Wealth
Lyle Domenitz
Partner, Strategies for Wealth
Josh L. Becker
Partner, Strategies for Wealth
Jeff Neeck
Partner, Strategies for Wealth
Jeffrey Gambuzza
Chief Compliance Officer, Strategies for Wealth
Karen Madsen
Director of New Business, Strategies for Wealth
Vanessa Pinto
Cornerstone Wealth Advisory LLC
Financial Representative
Scott Frost
Director of Wealth Management, Strategies for Wealth
Jennifer Long
Director of Operations, Strategies for Wealth
Kelley Biondi
Director of Marketing, Strategies for Wealth
Peter Adams, CLU®, ChFC®, RICP®
Director of Life Operations, Strategies for Wealth
Christina Di Grandi
Marketing Associate, Strategies for Wealth