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At Cornerstone, we think of our clients as an extension of our family. It is our mission to understand your dreams and personal situation to better craft a financial plan that will help you to prosper. We employ a collaborative team-based approach which we believe adds a broader perspective to all we do and provides increased benefits to our clients.

Mindy Davis


(207) 376-3160

Mindy started Cornerstone Wealth Planning in 2008 to enhance her ability to provide more independent and customized services for her clients. She began her career in the financial services industry over 30 years ago as a mortgage...
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Wes Davis

Director of Investments, Chartered Financial Analyst


Wes joined Cornerstone Wealth Planning as Director of Investments in January of 2015. He is responsible for establishing investment policy and leading all investment research. Wes formulates asset allocation strategies and develops...
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Lisa Davis

Director of Client Service


Lisa joined Cornerstone Wealth Planning in 2015 as a Client Service Associate. She serves as the primary contact for our clients. She oversees and coordinates the appointment calendars, assists advisors with the new account process,...
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Gail Fortin

Client Services Associate

(207) 376-3160

Gail joined Cornerstone Wealth Planning in 2010. Since that time, she has developed many strong relationships and loves to provide that personal touch when helping clients. As part of the team, she assists with client questions,...
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