Danielle Catlin

I am a financial planning, legal operations, and insurance professional with a diverse background in wealth planning, paralegal services, and business administration, currently serving as Advanced Design Specialist at Cornerstone Advisors, a role I have held since October 2024, where I provide strategic wealth planning and insurance plan design to help clients achieve long-term financial security.

Prior to this role, I served as Senior Paralegal, Firm Manager, and Director of Legal Operations at The Law Office of Mark Van Horn, Esq. for over three years, where I led legal operations, managed firm administration, and provided paralegal support. I also served as Administrative Assistant at Stokes Electrical Supply Co. for over five years on a seasonal basis, as Paralegal at Vasiliadis Pappas Associates, LLC for over a year, and as Insurance Broker at McGriff Insurance Services, Inc. for over a year.

Across my career in financial planning, legal operations, and insurance, my work has been driven by a commitment to strategic thinking, organizational leadership, and helping clients and organizations navigate complex financial and legal landscapes. Whether I am designing wealth strategies, managing legal operations, or providing paralegal support, I bring a detail-oriented, analytical, and client-centered approach that has earned trust from clients and colleagues alike. I am proud of the work I have done throughout my career and excited to continue building my expertise in financial planning and insurance at Cornerstone Advisors.