Professional Support Team

TRACEY L. HANSON
Director, Private Client Group
Tracey joined Cornerstone Financial Partners, Inc. in 2003. Tracey has been in the financial services industry since 2001 where she held the position of Executive Assistant to the President and CEO of Manulife Wood Logan, a division of John Hancock. She supports the partners of the firm by servicing an elite group of clients with complex issues related to retirement, tax and estate planning.
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JENNIFER HOLLIFIELD
Operations Specialist
Jennifer joined Cornerstone Financial Partners, Inc. in 2009. Her prior experience includes serving as a legal assistant in the area of Estate Planning, as well as a Legal Assistant and Executive Assistant for five years at Bank of America. She graduated from the University of North Carolina at Charlotte. Jennifer supports the operations department and works with the partners and Advisors to maintain new and existing client accounts.
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CYNTHIA CROSS
Operations Specialist
Cyndi joined Cornerstone Financial Partners, Inc. in 2008 bringing years of customer service experience including her last position with GE Money Bank. She graduated from California State University Northridge with a degree in psychology. Cyndi works with the advisors and operations group to open and maintain client accounts.
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ANDREW PUTNAM
Client Services Associate
Series 7, 66, Life, Health and Long Term Care
Insurance Licensed
Andrew joined Cornerstone Financial Partners, Inc. in 2011 after working two years in the Commercial Real Estate industry. He works with the Director of Client Services to coordinate financial planning and review meetings with clients and ensure their needs are met. He graduated from Appalachian State University with a degree in business management.

Securities are offered through LPL Financial. Member FINRA/SIPC.
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EMILY RIGGS
Administrative Assistant
Emily joined Cornerstone Financial Partners, Inc. in 2011 after graduating from University of North Carolina at Charlotte. After achieving her Bachelor’s of Science degree in business administration and double majoring in business management and finance, Emily pursued a career in Wealth Management to best utilize her skills and build on her knowledge of the industry. In addition to supporting the firm’s administrative staff, she welcomes clients as they visit the office or call to speak with their financial advisor. As a recent college graduate, she brings energy and new ideas to the firm.
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