Donna M. Wanamaker, CLU, ChFC, CASL

Chief Administrative Officer

Donna Wanamaker’s expertise runs the gamut from complex Trust and Estate Planning to highly-involved Insurance Services—at which she is Cornerstone Advisors’ in-house expert.

She designs and implements insurance plans to fit our clients’ estate plan needs, working closely with our clients and their advisors on the integration of ownership structures and payment methods.

She analyzes existing insurance portfolios for ownership issues, restructuring insurance portfolios—where necessary, to be better utilized within a unique estate plan. 

And finally, she completes a competitive analysis and makes recommendations with regard to current policies.

Donna’s responsibilities also include due care of life insurance carriers for financial stability as well as analysis and due care of new products as they are introduced. She often works with insurance carriers to develop, implement, and monitor new products including: executive benefits life insurance programs, deferred compensation plans, and supplemental employee retirement plans.

Yes, since Donna joined us in 1984, we have kept her very busy.

She is also a member of the Estate Planning Council of the Lehigh Valley and has been a speaker at M Meetings. In her free time, Donna enjoys archery, pistol shooting, cooking, and riding her Harley-Davidson Softail.