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Amy Constable, Client Service Manager:
Many of you know that I must always mention my beloved Washington Redskins. As I write this, they are in third place in their division, with a losing record. A Super Bowl victory does not appear to be on the horizon this year, but one day the victory will be ours, and it will be that much sweeter. As I start my 16th year of employment with the Cornerstone family, I wish you nothing but peace, love, and happiness in 2018. Please stop by for a cookie, beverage, and a long visit. The time spent with our clients is truly the best part of my job. As always, I look forward to seeing each of you in the new year!
Happy New Year! 2017 was a huge year for me. I moved into a new role at Cornerstone as a client service manager, and I worked with 13 partner
offices through Carson Group Partners.
I‘ve had the opportunity to travel to many areas of the country this year, which has been a lot of fun. We moved into our new home, which is a continued work-in-progress, but we’re very happy to be there. I took a year-end vacation on a cruise to the Bahamas, which was very relaxing. I look forward to seeing all of you in 2018!
Jess Holler, Operations Associate:
Reina Sandler, Transformation Manager:
Happy New Year! 2017 was a year of changes for me, and the best part was joining the Cornerstone family. I have enjoyed getting
to know our clients during my time at Cornerstone, and I’m excited to continue in the new year. The staff and clients have given me a renewed appreciation for my career. On a personal note, I spent some time with my parents and numerous siblings at Bethany Beach this Summer, and it was a wonderful reminder of how blessed I am by the close bond we all share despite our busy lives. This fall, I said goodbye to my daughter, Lexy, as she embarked on an eight-week mission trip to Mozambique, Africa. While I missed her terribly, I’m proud of the woman she has grown into, and I’m thrilled to have her home again for plenty of mother/daughter bonding before her next adventure. I’ve had much to be thankful for over the past year, and joining the Cornerstone family is definitely on my list! I am so glad to be a part of this supportive team who make work fun. My family started the year by traveling to Florida to take a break from the cold, visit Legoland, and go to the beach. During summertime, we had a very memorable weekend attending my Grandmother’s 90th birthday party. Turning 90 is certainly cause for celebrating! We ended summer break with a wonderful crab feast (yes, I’m from Maryland!) and entered the school year with a sixth-grader and fourth-grader. It turns out that my sixth- grader loves middle school and found his passion for student government. He was very happy to be elected vice president of the sixth-grade class. When she’s not in Girl Scouts, my daughter spends her time drawing, which is her favorite thing to do. After months of hard work and studying, I passed the CFP exam! I now welcome 2018 as a chance to continue following my passion for financial planning, working hard, and spending time with friends and family. Kelly Effland, Operations Associate:
As the newest member of the Cornerstone Family, I am truly grateful for the opportunity to work with a fantastic team of highly
experienced and dedicated people. The main attraction to the role of Transformation Manager was the focus on serving clients in the highest capacity, which I appreciate every day as I continue to learn and grow. 2017 has been a whirlwind for my family. I celebrated my one-year wedding anniversary. After two long years of waiting, our daughter, Eleanor, finally came to us by way of adoption. There has been no greater joy or greater responsibility as that of a parent, and we truly adore every moment because they go by so fast. I look forward to 2018 with optimism. May the new year bring you peace, good health, and most of all, laughter!
Bonnie Bailey, Associate Wealth Advisor:
2017 presented many challenges and accomplishments for me. I spent most of this year preparing for licensing and certification
exams. The time commitment to these goals kept me from taking any exciting vacations, but the satisfaction of my accomplishments made it worthwhile. My family and friends have been supportive during this time, and I cannot thank them enough. Behind every successful person is a group of people who help them achieve their dreams! I am looking forward to 2018, and I wish all of you the very best in the new year! To all of our wonderful clients, thank you! Thank you for placing your trust in us and for helping us make 2017 such an amazing year. We’re all here for you, constantly improving ourselves and
the client experience. We’re working hard every day to make your life easier. Here’s to a wonderful 2018! – Scott Ford
www.CornerstoneWealthGroup.com | 3
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