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.