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 1996-2020, based on total revenue.
John Wehmer is a personal financial advisor who combines his love for numbers and finance with his desire to help others pursue their financial goals. He enjoys learning about each client's unique situation and creating a comprehensive plan to help them work toward their aspirations. John believes 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.Prior to joining Cornerstone Wealth Management in 2016, John worked at a national brokerage firm. He chose to become an independent advisor affiliated with LPL Financial because it provided a wider range of investment options to better serve his clients' interests. This means his clients can expect personalized guidance, transparent advice and fees, and clear communication.John holds a Bachelor of Science in Finance and Banking from the University of Missouri-Columbia, where he graduated in 2007. He is also a CERTIFIED FINANCIAL PLANNER™, which enhances his knowledge of financial planning opportunities and enables him to provide more comprehensive advice.Originally from Florissant, Missouri, John has been living in Saint Charles since 2007. He is actively involved in his community and 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 wife, Heather, and their three children, Jackson, Lyla, and Juliet.
Jocelyn Haufle is an integral part of the Cornerstone Wealth Management team, working closely with John Wehmer to provide highly personalized service to their clients. With a friendly and engaging approach, she is known for her attention to detail, ensuring an efficient experience for clients and giving them confidence that all their behind-the-scenes requirements are being taken care of. Jocelyn's responsibilities include communicating regularly with clients to schedule appointments, completing paperwork, and being a valuable resource for any initial questions or concerns. With over seven years of experience at Cornerstone, she is highly proficient in LPL's technology systems and knowledgeable about the processes required for a wide variety of client needs. She enjoys her work because of the interactions with clients and the opportunities to continually learn, which helps her improve efficiencies and provide seamless experiences. Prior to joining Cornerstone in 2015, she held several service-oriented roles in her hometown of St. Peters, Missouri. She earned a bachelor's degree in international political science from Drury University in Springfield, Missouri. Outside of work, Jocelyn enjoys traveling solo and with friends. She also loves spending time with her dog, Gus Gus, going to sporting events, and relaxing by the water.
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. In 2019, Liyin took on leading Cornerstone Wealth Portfolios and Cornerstone’s Investment Policy Committee. He is responsible for the formulation of the global balanced strategies as well as the development and implementation of the asset management services.
During his tenure at Cornerstone, Liyin instituted Cornerstone’s proprietary portfolio management system, including quantitative screening, security analyses, allocation optimizer, and risk monitors. In the process of meeting the Global Investment Performance Standard for performance audit, Liyin plays a lead role in performing account-level analysis and has been dedicated to improving individual clients’ experiences in the program. He and his team are committed to creating well-researched portfolios for the program that can help our clients pursue their financial goals.
Prior to joining Cornerstone, Liyin worked as an investment banking analyst at Citic Securities. He is a CFA® charterholder and a member of the CFA Society of St. Louis. He has a Bachelor of Science in economics and mathematics from the University of Michigan and earned his Master of Science in finance from Olin Business School at Washington University in St. Louis.
Khurram Naveed, CFA, joined Cornerstone Wealth Management in 2017. He is a co-portfolio manager for the investment team and a member of the Investment Policy Committee. Prior to joining the firm, he was a business valuation analyst at Health Capital Consultants.
Khurram is a CFA® charterholder and a member of the CFA Society of St. Louis. He graduated cum laude from the University of Missouri-St. Louis with a Bachelor of Science in Economics. He also earned a Master of Arts in Economics and an MBA with honors from the University of Missouri-St. Louis.
Chief Operating Officer
Leslie Garrison joined Cornerstone Wealth Management in 2018 as the director of marketing. Today, she leads the operational efforts across the firm, ensuring that Cornerstone’s programs and services are running smoothly and adding value to each advisor’s practice and, in turn, their clients.
Before joining Cornerstone, Leslie led the marketing team for a national RIA based in St. Louis. She holds a bachelor’s degree from Truman State University and lives in St. Louis with her husband, John, and two children. When she’s not serving as a chauffeur for her kids, you can usually find Leslie running, reading a book, traveling, and having fun with family and friends.
Cornerstone 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.
Attorney 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.