Client Centered
We serve as fiduciaries for our advisory clients committed to doing what's in the best interest of our clients.
We believe in providing personalized 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.
Advisory Team
Donald Aulbert
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.
Operations Team
Jocelyn Kerr
Administrative Assistant
636.397.6201
Jocelyn Haufle works closely with Don 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...
Leslie Garrison
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...
Investment Team
Liyin Bao, CFA
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.
Khurram Naveed, CFA
Portfolio Manager, LPL Operations Manager
Khurram Naveed, CFA, is a portfolio manager for the investment team and a member of the Investment Policy Committee. Prior to joining Cornerstone Wealth Portfolios, he was a business valuation analyst at Health Capital Consultants.
Compliance Team
Thomas Gooden
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...
Kim Nellesen
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....