As a Client Manager at Cornerstone Advisors, Sue specializes in helping widows and divorcees, women business owners and couples approaching retirement. Her dedication to serving others reaches beyond her role at Cornerstone; she also offers her expertise to a variety of other charitable organizations and non-profits such as the YWCA Seattle | King | Snohomish. A love of the mountains extends further than the Seattle area – taking Sue everywhere from Iceland to the top of Mt. Kilimanjaro. With over 30 years at Cornerstone, Sue has a long history with the firm, beginning with an analyst role shortly after graduating from Wheaton College and evolving to the client management position we know today. She doesn’t feel like she’s stayed at the same place though; “Cornerstone is always evolving and there’s always something different to learn.”
As an Associate Client Manager, Lucas believes Cornerstone is like a family, with values aligning closely to his own. Driven by the service of others, Lucas is dedicated to helping clients reach their goals. After graduating with a BA in Business Management and Entrepreneurship from the Kelley School of Business at Indiana University, Lucas spent five years in the non-profit sector before joining Cornerstone. Lucas believes adamantly in a client-focused approach and is honored to be a part of the Cornerstone team. Beyond his Cornerstone family, Lucas appreciates his wife, two children and extended family for keeping him grounded. Having grown up in Anchorage himself, Lucas is grateful for the opportunity to share his love for Alaska with his family as he raises them in the Last Frontier. Lucas thrives in the ever-changing world of Cornerstone, affirming it "allows me to grow in ways that I never thought possible."
As leader of the Client Cash Flow Management Team, Prati supervises Cornerstone’s Bill Pay department. Her passion for accounting is energized by her enthusiasm for people. Using Brene Brown’s concept of "wholehearted living," Prati combines courage, compassion, and connection into her day-to-day with clients and coworkers. She thrives on new challenges, fresh perspectives, and learning executive thinking concepts in order to serve her clients holistically. Prati holds a BBA from Kathmandu University in Nepal and a Masters in Accounting from Texas State University-San Marcos. When it comes to working with Cornerstone’s clients and staff, Prati states, "I’m home."
As a Client Manager at Cornerstone Advisors, Kyle blends his passion for serving people with his technical expertise in financial planning. With his authentic interest in and ability to understand people, Kyle calculates the best scenarios for his clients to grow and succeed financially. Kyle joined Cornerstone as an Associate Client Manager five years ago after graduating with a BA in Finance from Seattle Pacific University. Evolving from mentee to mentor, Kyle's winning attitude extends to his co-workers as he shares the lessons he's learned about Cornerstone's culture with newer members of the team. Of his work at Cornerstone, Kyle says, "I love this industry. At Cornerstone, it’s not just coming to work and punching my card. This job positively impacts every part of my life."