Greetings from all of us at Cornerstone.
It has been a busy season for the Cornerstone Team. We have seen a lot of changes in the past few months and wanted to take a moment to fill everyone in. In April we added Leonetta Rence, CTFA, Vice President and Senior Trust Officer and Julie Staebler, Personal Trust Associate, to our team. We are excited for the energy and expertise they bring to our team.
Leonetta will be responsible for the relationship management of our current trust clients along with new business development and Julie will provide ongoing client support. Leonetta brings over 30 years each of trust and estate experience and Julie comes to us with an extensive legal background and trust experience. Julie and Leonetta have worked together for the past few years and we are excited to integrate that relationship into our team to assist our existing clients and the growth of the business.
They will be working out of our Bloomington location and can be reached Leonetta: telephone at 952-844-2226 or email at firstname.lastname@example.org and Julie: telephone at 952-844-2557 or email at email@example.com.
As always, let us know if you have any questions or ideas for upcoming topics. We would love to hear from you. Thank you for the privilege of continuing to assist you on your journey to meet your financial goals.
The Cornerstone Team
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