Douglas Clancy “President”
Growing up in New Hampshire, I was taught the value of working hard and feeling a sense of accomplishment when the task was done. What my mother and father taught me about the value of hard work, integrity and “doing the right thing” is the foundation of both my personal and professional life.
I love what I do today. My wife Lisa, a former CPA and corporate controller have been together throughout my entire financial service career. I often wondered why, when dealing with your investments, the two people who impact you the most never communicate. I am talking about your financial advisor, and your tax advisor. We have experience in tax strategies as well as financial strategies to help you secure your financial future.
Our mission at Cornerstone Wealth & Tax Advisory Group, Inc. is to develop and nurture customer relationships by providing value added services to our customers.
Lisa and I live in Rocklin and are active in our community. We have one son, Eric. We also have two puppies that are like kids to us.
I look forward to learning how I can be of service.