7417 Mexico Road
We serve as fiduciaries, committed to doing what's in the best interest of our clients.
We believe in providing objective advice with integrity so that trust is the basis of our relationships with clients. We are dedicated to a collaborative approach that puts you at the center of all we do.
As a client, you can expect straightforward communication and a commitment to a high level of proactive service. As part of Cornerstone Wealth Management, Don and his team have broad support through the collective knowledge and sharing of best practices of advisors across the country to help them better serve clients. Because they’re affiliated with LPL Financial, they have access to technology and resources that streamline efficiencies and give them more time to spend with clients.
Financial Advisor & Partner
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.
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...
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...
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...
Portfolio Manager, LPL Operations Manager
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.
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.
Chief Compliance Officer
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...