AUBURN — Mindy Davis, founder of Cornerstone Wealth Planning, 79 Main St., recently announced that Wes Davis and Lisa Davis joined the staff.
Wes, a financial adviser, has a background in investment research, portfolio management and analysis. Before joining Cornerstone, he was an investment analyst and portfolio manager for more than five years at Lake Street Advisors LLC, a multi-family office in Portsmouth, N.H.
Lisa is the director of client services, serving as the primary liaison between the business and its private clients in Maine and beyond. Prior to joining Cornerstone, she worked in customer service with Bedard Pharmacy for more than 17 years.
For more information about Cornerstone Wealth Planning, go to: www.cornerstonewp.com, call 207-376-3160, or email: [email protected]
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