Our family's legacy is helping to build yours.
Allan Beck - Owner/Founder/Financial Advisor
Allan Beck is Founder and Owner of Cornerstone Financial Services in Waldoboro, ME. He has been in the insurance and financial services industry since 1988. His main focus is to assist individuals in the growth and protection of their assets with solutions that help facilitate the transfer of wealth to the next generation. Allan understands the importance of working with other available professionals, such as accountants and attorneys, who may be needed to manage individuals' affairs.
Integrity and commitment are extremely important to him and those values carry over into his business relationships. Coupled with his no pressure approach he has had the opportunity to work with many clients in the areas of investing, estate planning strategies, and insurance. Allan dedicates his time to understanding each individual's financial needs and objectives. These long-term relationships are built upon trust, confidence and integrity.
Allan has been married to his wife, Sheri, for 37 years. They are parents to Andrew, Aaron and Allison. Allan and Sheri are proud grandparents to 10 grandchildren. In his free time, Allan enjoys spending time walking with his wife, hunting and fishing trips with his sons and helping members of his church, extended family and local community. Allan has been a member of Calvary Baptist Church in Warren since 1982 where he serves as a deacon.
Aaron Beck - Independent Insurance Broker
Aaron Beck joined Cornerstone in the spring of 2020 and is an Independent Insurance Broker. Prior to earning his insurance license, Aaron served as a Police Officer in Midcoast Maine for over 13 years and is still serving as a reserve officer. Aaron believes in providing superior service to the community he grew up and lives in. These are traits that his Father and Founder of Cornerstone, Allan Beck, instilled in him while growing up. He is committed to putting others first and educating individuals on the best paths to all their Medicare and Life Insurance needs.
Aaron resides in Nobleboro, ME with his wife of 16 years, Amber. He takes great pride raising daughters, Piper and Kinsy, to be strong and independent. In his free time, Aaron enjoys hunting, camping, shooting and outdoor adventures with his girls.
Robert Winslow - Independent Insurance Broker/Director of Marketing
Robert Winslow started with Cornerstone in September of 2020 as the Director of Marketing and recently became licensed as an Independent Insurance Broker. Before coming to Cornerstone, Robert worked in the maintenance and training industry for 22 years. He graduated from the University of Maine at Orono with a B.A. in English. Education has always been of high value to Robert which has made him an excellent fit at Cornerstone.
Robert grew up in Thomaston, ME and now lives in Union with his wife of 14 years, Morgan and their 3 children, Rowan, Bridger and Éowyn. In his free time, Robert enjoys playing with his kids, cooking, hiking, writing poetry, taking care of his family's 21 chickens and raising Golden Retrievers.
David Bellows - Independent Insurance Broker
David Bellows joined Cornerstone in September of 2021 as an Independent Insurance Broker. He joins our Medicare Team after having served as a law enforcement officer in Mid-coast Maine for the past few years. Prior to his service time as an officer, David spent 7 years as a pilot and aircraft mechanic. David's attention to detail and making sure each client's needs are met makes him a perfect fit for our team.
David grew up in Waldoboro, ME and currently lives in Gardiner with his wife, Danielle, and their 4 children. When not in the office, David enjoys being with his family, hunting and camping.
©2021 by Cornerstone Financial Services, LLC. | 816 Atlantic Hwy, Waldoboro, ME 04572 | (207) 832-6950 | firstname.lastname@example.org
Cornerstone Financial Services, LLC are Independent Insurance Brokers and are not affiliated with Medicare.
Advisory services offered through Foundations Advisors, an SEC Registered Investment Adviser.