Meet the Team | LIV Wealth Advisors | Beverly, MA and Portland, ME

Your Team of Financial Professionals

The essence of our mission is to assist our clients during significant life changes while emphasizing the importance of securing their financial future. Our goal is to convey a sense of support, guidance, and preparedness for whatever transitions lie ahead. Our slogan, “Embrace life's transitions. Liv for Tomorrow.”, highlights Liv Wealth Advisors understanding of the unique challenges that come with life changes. With this in mind, we are committed to helping clients navigate said challenges with confidence.

DawnMarie Corneau, AIF® | Co-founder and Wealth Advisor

(978) 299-3035

(978) 299-3036

dawnmarie@livwealthadvisors.com

I’m DawnMarie Corneau, Founder and Partner of LIV Wealth Advisors, LLC. My journey in the financial industry began with Merrill Lynch and UBS, and in 2005, I launched Corneau Wealth Management, LLC after joining LPL Financial. Over...

Karen True Winslow, CFP®, ChFC, AIF® | Co-founder and Wealth Advisor

(207) 775-0282

(207) 775-0379

karen@livwealthadvisors.com

I’m a Certified Financial Planner™ with over three decades of experience helping clients pursue their financial goals. I founded Wintergreen Financial Group in 1995, and I’m excited to begin this new chapter with LIV Wealth Advisors....

Ashley Worley

Chief Financial Officer, LPL CFO Solutions

Ashley started her career in the financial services industry in 2008 with the independent broker-dealer Cambridge Investment Research, Inc. In her role as a “Practice Management Coach” and “Business Consulting Liaison,” Ashley...

Linda Katz

Administrative Assistant

admin@livwealthadvisors.com

Linda has more than 30 years of experience as a manager in the financial industry with employers such as Archway Wealth Management, Prudential Financial, and Sanford C. Bernstein & Co. Linda joined LPL in 2021 to apply her experience...

Abha Adhirarki

Client Service Representative

abha@livwealthadvisors.com

Abha is a Client Service Representative here at LIV Wealth Advisors, came to us from NorthShore Bank. Her background in retail banking spans for 8 years building strong client relationships and client care. She lives in Gloucester and...

Natascha Tretter

Client Relationship Manager

natascha@livwealthadvisors.com

Natascha earned her B.A. from University of Massachusetts Dartmouth and later received a Master of Science in Project Management from Northeastern University. She brings a diverse management background spanning retail, logistics,...

Sarah Scott

Operations Manager

sarah@livwealthadvisors.com

Sarah Scott, Operations Manager at LIV Wealth Advisors. Brings a diverse background across financial services, aviation, healthcare, and engineering. She began her career in financial services at MetLife, where she was fortunate to be...

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