Meet the Team!
At Cornerstone, we are real people providing a personal service to individuals we care about.
Heather Morrison
President
Heather brings wealth of experience to Cornerstone. As a mother of five, she understands first hand what it means to protect loved ones and preserve the assets worked for during a lifetime of dedication. She provides a concierge approach to guiding our clients to the best estate planning option to fit their needs.
Matt Wand
Attorney
As general counsel for several notable Pacific Northwest Enterprises, and estate planning attorney, Matt's counsel solidifies the legal protections families are seeking through their trust and estate planning needs.
Andrew Morrison
Vice President of Operations
With decades of corporate operations experience, Andrew works behind the scenes to ensure a smooth and personal process tailored to you and your family's needs so all elements of your estate planning are carried out smoothly.
Sarah Cereghino Estate Planning Educator
Sarah Cereghino is an estate planning educator dedicated to helping individuals and families protect what matters most. With over 15 years of experience in financial services and client support, she brings a practical, relationship-focused approach to legacy education. Sarah specializes in guiding clients through the estate planning education process and connects them directly with our trusted attorney to ensure their plans are both legally sound and personally meaningful. Through Cornerstone Estate Planning, she is committed to simplifying complex decisions and empowering clients to build a lasting legacy with clarity and confidence.
Inquire about our Educational Events
- Pioneer Community Center
- Corvallis Public Library
- Oregon City Public Library
Refer a client and receive a discount on your trust.
We want to know your needs exactly so that we can provide the perfect solution. Let us know what you want and we’ll do our best to help.
