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.