OUR TEAM Our mission is to provide straightforward, objective advice with trust as the cornerstone of everything we do.Our firm is designed to deliver the best of both worlds to our clients: the personal service and familiarity of a focused team, with the resources and support of LPL Financial, the nation's leading independent broker-dealer.*Keep scrolling to find out more about our team and the partners who help us deliver on our mission.*As reported by Financial Planning magazine, June 1996-2018, based on total revenue. Meet Our Team John Wehmer, CFP® Financial Advisor 636.397.6200 636.397.6201 email@example.com When choosing a career, John Wehmer followed his passions. As a personal financial advisor, he combines his love of numbers and finance with his desire to help others. He finds joy in learning about each client’s distinct situation, their short- and long-term goals, and then designing a comprehensive plan to help them pursue those aspirations. John knows that financial lives can be complex, but his straightforward approach helps clients gain clarity and understanding about their circumstances and decisions, so they can feel confident about their financial future.Before joining Cornerstone Wealth Management in 2016, John spent several years at a national brokerage firm. He chose to become an independent advisor affiliated with LPL Financial because it offered a greater range of investment options, allowing John to better serve his clients’ best interests. This means his clients can expect objective guidance, transparent advice and fees, and clear communication.A 2007 graduate of the University of Missouri-Columbia, John holds a Bachelor of Science in finance and banking. John has also earned the CERTIFIED FINANCIAL PLANNER™ certification, which includes extensive training that enhances his knowledge of financial planning opportunities so he can provide more comprehensive advice.Originally from Florissant, Missouri, John has lived in Saint Charles since 2007. To give back to his community, he has served in various roles with the United Way, Saint Louis Zoo, Kiwanis and the Saint Charles Chamber of Commerce. At home, John enjoys spending time with his talented wife, Heather, and playing with their three wonderful children, Jackson, Lyla and Juliet. Jocelyn Haufle Administrative Assistant 636.397.6200 636.397.6201 firstname.lastname@example.org Jocelyn Haufle works closely with John Wehmer 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. Our Partners Our FirmCornerstone Wealth Management’s mission is to guide successful families to financial confidence using comprehensive wealth strategies. The independent advisors who are part of the firm 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, please visit mycwmusa.com.St. Louis Estate PlanningAttorney Scott Keifer founded St. Louis Estate Planning to focus exclusively on helping clients establish quality and cost-effective plans. Visit his website to learn more.Of course, our clients are under no obligation to use the services of St. Louis Estate Planning and may choose any qualified professional to provide estate planning services. We will work closely with your attorney to ensure we're coordinating on your estate planning needs. St. Louis Estate Planning, Scott Keifer and their services are not affiliated with LPL Financial or Cornerstone Wealth Management.