Tara L. Tuttle

Investment Operations Associate

Tara is an Investment Operations Associate responsible for onboarding new client relationships and providing client support for existing clients. Tara received her B.S. from DeSales University in Pharmaceutical Marketing. She joined Cornerstone in 2023 bringing 13 years of financial industry experience with her. Tara lives in Coopersburg with her husband John, three children, Jeremy, Grace and Emily, along with their dog Millie and cat Mya. In her free time, she enjoys spending time with her family friends and traveling.

Securities Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer, Member FINRA/SIPC. Investment Advisory Services are offered through Cornerstone Advisors Asset Management, LLC. Cornerstone Advisors Asset Management, LLC and Cornerstone Institutional Investors, LLC are independently owned and operated. Cornerstone Institutional Investors, LLC is a member of M Financial Group. Please go to mfin.com/Disclosure for further details regarding this relationship.

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FORM CRS

PRIVACY STATEMENT

BUSINESS CONTINUITY PLAN