Donna M. Wanamaker, CLU, ChFC, CASL

Principal

Donna Wanamaker’s expertise runs the gamut from complex Trust and Estate Planning to highly-involved Insurance Services—at which she is Cornerstone Advisors’ in-house expert.

She designs and implements insurance plans to fit our clients’ estate plan needs, working closely with our clients and their advisors on the integration of ownership structures and payment methods.

She analyzes existing insurance portfolios for ownership issues, restructuring insurance portfolios—where necessary, to be better utilized within a unique estate plan.

And finally, she completes a competitive analysis and makes recommendations with regard to current policies.

Donna’s responsibilities also include due care of life insurance carriers for financial stability as well as analysis and due care of new products as they are introduced. Yes, since Donna joined us in 1984 we have kept her very busy.

Donna was named a Woman of Influence by Lehigh Valley Business in 2014, chosen by an independent panel of judges who reviewed nominees and scored them based on their contributions to their companies, industries and communities. Her accomplishments include having helped shape the direction of Cornerstone Advisors, tapping her expertise in insurance and estate planning to help clients and educate the community about recent trends. Her professional and community affiliations include the Society of Financial Services Professionals; Estate Planning Council of the Lehigh Valley; M Financial; Feline Urban Rescue and Rehabilitation; Faith Alive United Methodist Church; and Phoebe Ministries.

Donna also has been a speaker at M Financial Group meetings as well as other industry events. In her free time, she enjoys cooking, jewelry making, archery, and hand-gun shooting with her husband, David.

UNCOMMON WEALTH REQUIRES UNCOMMON VIGILANCE.