We serve as fiduciaries, committed to doing what's in the best interest of our clients.
We believe in providing objective advice with integrity and in making trust the foundation of all our relationships with clients. We are dedicated to providing a high level of proactive service and a collaborative approach that puts you at the center of all we do.
Advisory Team
Joe Keifer
Managing Partner & Co-Founder
Joe Keifer is the managing partner and co-founder of Cornerstone Wealth Management LLC, a registered investment advisory firm with more than 80 advisors across the country. He founded the firm because he wanted to spend his time and...
Grant Keifer
Wealth Manager
Grant Keifer always knew he wanted to be in the financial service industry because he has seen firsthand the value that financial planning and guidance can provide to communities and families. After watching his father serve families...
Operations Team
Karen Torrence
Operations Manager
Karen Torrence joined Cornerstone Wealth Management in December of 2005. She brought many years of experience, having begun her career in the insurance industry working for Prudential Insurance for 18 years. From there she transitioned...
Brandi Durell
Client Services Manager
Brandi Durell started in the financial services industry in 2001. She graduated from the University of Missouri-St. Louis with a degree in marketing. She has two daughters. Brandi enjoys spending her free time relaxing at home with her...
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...
Compliance Team
Gregory Shoemaker
Principal & Co-Founder
Gregory Shoemaker is the CEO and co-founder of Cornerstone Wealth Management, LLC. Greg has worked as a financial advisor since 1994. His goal is to develop long-term relationships with clients and their families by serving their best...
Dave Kaplan
Compliance Analyst
Thomas Gooden
Chief Compliance Officer
Kim Nellesen
Compliance Specialist
Investment Team
Liyin Bao, CFA
Portfolio Manager, LPL Operations Manager
Liyin Bao, CFA, leads the Cornerstone Wealth Portfolios team and Investment Policy Committee. He is responsible for formulating the global balanced strategies, and developing and implementing asset management services.
Khurram Naveed
Senior Analyst, LPL Operations Manager
Khurram Naveed joined Cornerstone Wealth Management in 2017. He is a senior analyst for Cornerstone Wealth Portfolios and is a member of the Investment Policy Committee.
Regina Crook
Advisor Services Associate
Regina joined the Cornerstone Wealth Portfolios team at Cornerstone Wealth Management in 2019. She has experience within the financial services industry, specifically with investment and retirement accounts, since 2013.

Client Centered
Whether you are investing to build wealth, protect your family or preserve your assets, our personalized service focuses your needs, wants and long-term goals.
We can help you address the needs you have today and those yet to come. We look forward to working with you.