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 Best Cornerstone Story
Since joining Cornerstone in 1984, I’ve been honored to have been involved in so many significant client situations. One of the most memorable recent experiences was with a client who desired to transfer 99% of the equity from his business to the next generation, while still maintaining a specific standard of living. We were able to work with his advisors to create a sale of stock to two Trusts which effectively (1) removed the value from his estate over the next several years (2) maintained the desired income stream the client wanted, and (3) transferred the business effectively to the next generation. I am proud to have been a part of the design and implementation of such a plan.

 

In addition, Donna’s responsibilities include the design and implementation of executive benefit plans and deferred compensation plans to attract and retain key talent for our clients.

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

Donna was recognized as one of the Greater Lehigh Valley's Women of Influence. Lehigh Valley Business selected women who have made a positive impact on business and community. Read More.

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.