Our Team

Our team is composed of established, seasoned professionals who have an average of 15 years of professional investment experience. Advisors associated with Cornerstone Wealth Management are independent but part of a collaborative community, so our clients benefit from the collective knowledge of our many advisors.

We are committed to clear guidance, straightforward communication and transparent fees, so you understand the strategies we use and can feel confident that you're headed toward your goals. Our relationships with clients are built on trust, so we can fully understand your financial situation and help bring clarity to your financial future. 

To find an advisor in your area, use our Find an Advisor page.

Executive Management Team

Joe Keifer

Joe Keifer

Managing Partner & Co-Founder

Gregory Shoemaker

Gregory Shoemaker

Principal & Co-Founder

Dean Millonas

Dean Millonas

Director of Business Development

Patrick Lodes

Patrick Lodes

Managing Director - Recruiting

Dave Kaplan

Dave Kaplan

Compliance Analyst

Chris Swenson

Chris Swenson CFP®

Managing Director - Recruiting

Don Aulbert

Don Aulbert

Director of Wealth Enhancement Strategies

John Wehmer

John H. Wehmer, CFP®

Director of Advisor Development

Khurram Naveed

Khurram Naveed, CFA

Co-Portfolio Manager, LPL Operations Manager

Leslie Garrison

Leslie Garrison

Chief Operating Officer

Liyin Bao

Liyin Bao, CFA

Portfolio Manager, LPL Operations Manager

Thomas Gooden

Thomas Gooden, AIF®

Chief Compliance Officer

Compliance Team

Gregory Shoemaker

Gregory Shoemaker

Principal & Co-Founder

Thomas Gooden

Thomas Gooden, AIF®

Chief Compliance Officer

Dave Kaplan

Dave Kaplan

Compliance Analyst

Kim Nellesen

Kim Nellesen

Compliance Specialist

Transitions Team

Janet Mueller

Janet Mueller

Transitions Specialist

Alaina Budnick

Alaina Budnick

Onboarding & Transitions Specialist

Operations Team

Michele Touchette

Michele Touchette

Client Services Specialist

Regina Conger

Regina Conger

Client Services Manager

Brandi Durell

Brandi Durell

Client Services Manager

Leslie Garrison

Leslie Garrison

Chief Operating Officer

Diane Wattler

Diane Wattler

Director of First Impressions

Laurie Triplett-Wood

Laurie Triplett-Wood

Branch Operations Associate

Claire Hamberg

Claire Hamberg

Marketing Manager

Marsha  Kelley

Marsha Kelley

Client Services Specialist

Investment Team

Liyin Bao

Liyin Bao, CFA

Portfolio Manager, LPL Operations Manager

Khurram Naveed

Khurram Naveed, CFA

Co-Portfolio Manager, LPL Operations Manager

Regina Crook

Regina Crook

Advisor Services Associate

Camryn Openlander

Camryn Openlander

Advisor Services Associate

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