OUR FIRM

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.

For more information about Cornerstone Wealth Management, visit mycwmusa.com.

 

We are affiliated with LPL Financial, the nation’s leading independent broker-dealer,* which offers an integrated platform of technology, brokerage, and investment advisor services to more than 16,000 financial advisors and approximately 700 financial institutions. The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products.

To learn more about LPL Financial, please visit lpl.com.

 

*As reported by Financial Planning magazine, June 1996-2019, based on total revenue.