DON AULBERT - Key Persons

Job Titles:

• Financial Advisor
• Partner
• Member of Church
• Member of the Executive Management Team of Cornerstone Wealth Management

Don Aulbert is a financial advisor committed to providing holistic financial advice and personalized service. Specializing in wealth accumulation, preservation and transfer strategies, he works with families, businesses, and nonprofits. Don Aulbert is a financial advisor committed to providing holistic financial advice and personalized service. Specializing in comprehensive wealth accumulation, preservation, and transfer strategies, he offers the knowledge and experience required to work toward the needs of successful individuals, families, businesses, and charitable organizations. Using a client-centered approach, Don strives to build long-lasting relationships with his clients based on integrity, service, and respect. He is passionate about helping clients through his customized financial planning process, called Financial GPS. Working closely with clients to evaluate their current situation and identify short- and long-term goals, Don then designs a financial plan that lays out a path for clients to follow toward their objectives. Don is a graduate of the University of Missouri - St Louis. After graduation, he began a stellar career in law enforcement and received several commendations for service, including the Creve Coeur Fire Protection District Meritorious Service Award for Outstanding Service Rendered Above and Beyond the Call of Duty. From 2000 to 2008, Don worked as a financial advisor for Edward Jones and Wachovia Securities (Wells Fargo Advisors). In 2009, Don moved his practice to Cornerstone Wealth Management, choosing to be an independent advisor so he can be collaborative in his financial guidance with clients. He became a partner of Cornerstone in 2011 and serves on the executive management team to help execute the strategic vision of the firm. Active in several charitable and community efforts, Don is a stalwart member of Church on the Rock, where he and his wife, Alessandra, lead their local motorcycle ministry through the Christian Motorcyclists Association. Don also is a member of the Wentzville, Missouri American Legion POST 323. Don and Alessandra have two wonderful children, both of whom are married and living in Kansas City. They love spending time with their family-son Donald, his wife Hallie, and grandson Jonas, and son Brendyn and his wife, Ashley. Don also enjoys riding motorcycles with his wife, fishing, and all sporting events. Don is a partner and member of the executive management team of Cornerstone Wealth Management, a registered investment advisory firm with more than 90 advisors across the country. This community of independent advisors has a mission is to guide successful families to financial confidence using comprehensive wealth strategies. Cornerstone advisors are passionate about serving as financial advocates for their clients, building meaningful relationships based on trust to support the needs, goals and ideal futures of the families they serve.

Job Titles:

• Administrative Assistant

Jocelyn Haufle works closely with Don and Dennis to deliver highly personal service to Cornerstone Wealth Management clients. With a friendly and engaging style, she is known for an attention to detail that ensures an efficient experience, so clients can feel confident that she's attending to all the behind-the-scenes requirements. Jocelyn's role includes regular communication with clients to schedule appointments, completing paperwork, and being a valuable resource for any initial questions or concerns. After more than four years at Cornerstone, she is experienced in LPL's technology systems and knowledgeable of the processes required for a wide variety of client needs. Jocelyn says she enjoys her work because of the interaction with clients and the continual learning opportunities, which help her increase efficiencies and provide seamless experiences. Before joining Cornerstone in 2015, Jocelyn held several service-oriented roles in her hometown of St. Peters, Missouri. She holds a bachelor's degree in international political science from Drury University in Springfield, Missouri. Outside of work, she enjoys traveling with friends or on her own. At home, you can find her playing with her dog, Gus Gus, and spending time at the pool.

Job Titles:

• CWM As a Registered Assistant
• Payroll & Accounts Manager

Karen Torrence joined Cornerstone Wealth Management in 2005. She brought many years of experience, having begun her career in the insurance industry working for Prudential Insurance for 18 years. From there she transitioned into the financial services industry, working eight years as a registered assistant to an independent advisor with Walnut Street Securities. Karen initially joined CWM as a registered assistant to one of the two managing partners. As the firm grew, she moved into the role of Office Manager and then Chief Operations Officer. As she moves toward retirement, Karen now focuses on processing payroll for all employees and advisors, as well as accounts payable for the firm. She holds the FINRA Series 6, 7 and 63 registrations through LPL Financial and the Series 66 registration through both LPL Financial and CWM. Karen and her husband Jeff have been married since 1986. They have two sons, Adam and Brett. When not working, Karen loves being outdoors in warm weather and enjoys traveling and spending time with family and friends.

Job Titles:

• Senior Analyst, LPL Operations Manager

Khurram Naveed joined Cornerstone Wealth Management in 2017. He is a senior analyst for Cornerstone Wealth Portfolios and is a member of the Investment Policy Committee. Prior to joining the firm, he was a business valuation analyst at Health Capital Consultants. Khurram graduated cum laude from the University of Missouri-St. Louis with a Bachelor of Science in Economics. He also earned a Master of Arts in Economics and an MBA with honors from the University of Missouri-St. Louis. He is Level III candidate in the CFA Program.

Job Titles:

• Compliance Specialist

As part of the Cornerstone Wealth Management compliance team, Kim is involved in operating policies and procedures, risk assessments, communications, RIA licensing and regulations. Kim has been in the financial industry since 2010....

Job Titles:

• Chief Operating Officer

Leslie Garrison joined Cornerstone Wealth Management in 2018 to lead marketing and communication efforts for the firm. She shares her marketing expertise with advisors in the Cornerstone community to help them stay connected with... Leslie Garrison joined Cornerstone Wealth Management in 2018 to lead marketing and communication efforts for the firm and, in 2021, became chief operating officer. She leads the operational efforts across the firm, ensuring that Cornerstone's programs and services are running smoothly and adding value to each advisor's practice and, in turn, their clients. Before joining Cornerstone, Leslie led the marketing team for a national RIA based in St. Louis for three years. She is passionate about finding ways to help advisors get further faster as they work toward their goals. Leslie holds the Series 7 and 63 with LPL Financial and 65 with Cornerstone Wealth Management, and earned a bachelor's degree from Truman State University. A native St. Louisan, she lives in Webster Groves with her husband, John, and two children. When she's not serving as a chauffeur for her kids, you can usually find Leslie running, reading a book, planning a fundraiser for her kids' school, or having fun with family and friends.

Liyin Bao, CFA, leads the Cornerstone Wealth Portfolios team at Cornerstone Wealth Management. Since joining the firm in 2012, he has managed a broad range of equity and fixed income portfolios in the program.

Job Titles:

• Chief Compliance Officer
• Chief Compliance Officer ( CCO ) of Cornerstone Wealth Management

Tom Gooden is the Chief Compliance Officer (CCO) of Cornerstone Wealth Management, LLC. He is responsible for compliance and supervisory functions, including the monitoring of activities to ensure compliance with our firm's Code of Ethics. Tom has been in the financial industry for 25 years. A native St. Louisan, Tom graduated from the University of Kansas, where he met his wife, Mona. They have two daughters, Caroline and Allyson, and a rescue dog named Cora. He is an avid runner and cyclist and raises money for charities through running/cycling events throughout the year.