The brother/sister duo leading Cornerstone Financial Planning have about $160 million in assets under management, and will join the independent broker/dealer from Securities Service Network.
The wealthtech veteran has more than 15 years of wealth management and fintech experience.
Mike Santomassimo is replacing John Shrewsberry, who is retiring after six years as CFO and 22 years at Wells Fargo. He is the last eight senior executives who had their pay clawed back in 2017 to leave.