Our Team | Cornerstone Planning Group

Meet The team

The Experienced Financial Professionals Of Cornerstone Planning Group

From our roots in Upstate New York, our team serves clients with a steady, values-driven approach to financial guidance. Our professionals are united by a commitment to clarity, care, and long-term responsibility in the work they do every day. It’s an approach grounded in experience and carried out through personal attention and follow-through.

Heather Hawley

President and Founder/Financial Planner

315-980-4064

3155455019

heather@cornerstone-plan.com

Heather is the founder and President of Cornerstone Planning Group, Inc. and has been helping clients in the financial services industry since 2004.She specializes in assisting families with Wealth Management, Financial Planning,...

Jacqueline Greene

Client Relations Manager/Office Administrator

315-980-4064

3155455019

jacqueline@cornerstone-plan.com

With an eclectic professional background, Jacqueline has always excelled in the realm of customer service. Whether working in a pharmacy, a doctor’s office, or serving as the Food & Beverage Manager at a golf club or even traveling to...

Theresa Ingalls

Operations Support Specialist

315-980-4064

3155455019

Theresa@Cornerstone-Plan.com

Theresa Ingalls is Heather’s mom and has spent the past 40 years serving in a variety of customer and patient support, administrative, and leadership roles, including 17 years as a group leader at ConMed. She has also worked as a nurse...

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Our Planning Approach

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