Kathryn Vassallo

Kat became a member of Cornerstone in September 2023, bringing with her over 24 years of expertise in administrative and executive support, alongside office management experience. She dedicated sixteen years to a fast-paced, high-pressure role in the Healthcare Financing Industry and spent the eight years prior to joining Cornerstone collaborating closely with the Executive team of a national company.

Kat serves as our Underwriting & New Business Specialist. She oversees the medical underwriting process and advocates for our clients by negotiating with various insurance carriers to secure the best available offers. Kat collaborates closely with our Advisors and Advanced Design Team to enhance the estate planning strategies for our clients.

Residing in Allentown, PA, Kat is a proud mother of two grown children: Skyler, who lives in Philadelphia, PA, and River, who resides in Midlothian, TX. A true foodie at heart, she enjoys discovering unique and lesser-known dining spots.