About Us
Who We Are
Company Profile
Cornerstone Wealth and Tax
Advisory Group
Here’s the bottom line: our team is here for you. Whatever your financial or insurance product and services needs, our group works hard to deliver honest and professional guidance. We focus on paying attention to the details so you can keep your retirement strategies simple. Your financial future is what we work for each and every day. Meet the people of Cornerstone Wealth and Tax Advisory Group. We look forward to meeting you.
Doug Clancy
From a young age, Doug Clancy was taught the value of working hard, feeling a sense of accomplishment, and integrity. “Doing the right thing” is the foundation of both his personal and professional life. Although he began his education and career in computer engineering, his deep desire to help and connect with people has led him to work in insurance and financial products and services since the late 1990’s.
Doug is a Certified Federal Retirement Consultant (CFRC) and Registered Investment Advisor (RIA) with a Series 65 license. With this designation, he has a fiduciary duty to put his client’s interests first. As a national public speaker and educator, he has presented retirement education to over 25,000 people and worked directly with over 1,200 clients. In addition he has authored two books, including the well-received, “Protection with Power – What Financial Professionals May Not Want You To Know.”
Numbers Speak
Lisa Clancy
Chief Financial Officer
Lisa Clancy is the Chief Financial Officer for Cornerstone Wealth and Tax Advisory Group. She is responsible for payroll, accounting, human resource, and corporate insurance functions. Additionally, Lisa provides logistics for seminars, charitable events, and client events for the firm. She ensures the “back office” for Cornerstone Wealth and Tax Advisory Group runs smoothly.
Lisa had an extensive career in corporate accounting and finance. Prior to joining her husband, Doug here at Cornerstone in 2011, she worked in an accounting role for several large corporations. Throughout her various roles, Lisa has used her organizational and “attention to detail” skills to streamline company processes. She holds a bachelor’s degree in Accounting from Southern New Hampshire University (formerly New Hampshire College).
A native New Englander, Lisa and her husband, Doug, have one son (Eric) and two dogs. She loves going to seminars to interact with clients, and is the company “perfectionist.” Lisa also enjoys traveling and hopes to travel again soon to Europe, as well as Australia, New Zealand, and some parts of Asia. Say, “Hi!” to Lisa at our next live event.
Kristi Mellish
Director of Business Development
Kristi Mellish is the Director of Business Development for Cornerstone Wealth and Tax Advisory Group. She joined Cornerstone in 2023. Kristi’s primary objective is to cultivate the growth and expansion of the assets under management (AUM) division. She works in close partnership with clients, facilitating the transition of their valuable accounts and assets. What Kristi finds most fulfilling about the work she does is the opportunity to build strong relationships with clients and partners, witnessing firsthand the positive impact and growth that our work delivers. Kristi has a degree in Business and an extensive background working in finance, possessing skills in financial planning, cash flow analysis, and retirement planning. Additionally, Kristi earned her Accredited Asset Management Specialist™ designation from the College of Financial Planning.
Kristi is compassionate, friendly, positive, driven, intelligent and organized, with a talent for understanding client needs and goals and developing tailored solutions. In her spare time, Kristi enjoys spending time with her family & friends, traveling, and creating abstract art. You can even find some of her artwork displayed in our office. She lives in Roseville, California with her husband, Dave. They have 2 adult children and several pets.
Andrew Kagan
Consultant
Andrew Kagan grew up in Sacramento, CA where he graduated from Bella Vista High School. He then lived in Arizona and earned his degree from the W.P Carey School of Business. His education built the groundwork for his professional career and he actively participated in both the community and his professional life.
During college, Andrew saw first-hand why having the right protections in place is so important. He watched his own grandfather struggle to pay for the care of his grandmother because the insurance they had would not cover her residential and in-home care. The grief and hassle of this experience was unbearable for his family. Andrew resolved to do everything he could to provide the best service and knowledge possible to each and every pre-retiree and retiree he came across.
Andrew has been in the insurance and financial industry for over a decade now. His mentality is, “If you do the right thing first, then you’ll have clients and no complaints later.” With this moral compass, he has helped hundreds of people find the most suitable options for their retirement situation. Andrew and his team strive to create client-minded strategies that focus on securing your future.
Jenna Loza
Director of Client Relations
Jenna is the Director of Client Relations for Cornerstone Wealth & Tax Advisory. She joined Cornerstone in 2020. Jenna’s primary role is coordinating client events, generating client reports, and servicing our existing clients’ policies to ensure a seamless delivery and exceptional support to our valued clientele. Jenna’s contributions to Cornerstone extend far beyond her designated responsibilities, as she exemplifies unwavering dedication, meticulous attention to detail, and an innate passion for her work. Her warm and approachable demeanor, combined with an unwavering commitment to excellence, makes her an invaluable asset to our organization.
Beyond her outstanding professional achievements, Jenna finds solace in the company of her cherished family, dear friends, and beloved dog, Zipp. Nurturing her creative spirit, she indulges in the art of baking, culinary exploration, and immersing herself in captivating books. With an impressive 27-year marriage and three successful adult children, Jenna’s personal relationships stand as a testament to her exceptional ability to foster connections and nurture enduring bonds.
Lily Loza
Receptionist
