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Meet Our Team

We serve as valued professionals, 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

(314) 394-1670

joseph.keifer@lpl.com

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...

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Grant Keifer

Wealth Manager

(314) 394-1670

g.keifer@lpl.com

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...

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Gabrielle Keifer

Wealth Advisor

(314) 394-1670

gabrielle.keifer@lpl.com

I now am blessed to work with a group of individuals I am lucky enough to call family and coworkers here at Cornerstone. I hope to build trust with my clients based on my integrity and make a profound difference in their everyday lives.

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Operations Team

Brandi Durell

Client Services Manager

(314) 394-1670

brandi.durell@lpl.com

Brandi Durell, seasoned Client Services Specialist, offers top-tier support with 20+ years of experience. Her efficiency, professionalism, and personal touch enrich client interactions, making her an invaluable asset to Cornerstone.

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Michele Touchette

Client Services Specialist

(636) 397-6200

michele.touchette@lpl.com

Michele, with 20+ years' experience, joined Cornerstone Wealth Management in 2014. Dedicated to client service and advisor support, she excels in administration with a genuine passion for helping others.

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Leslie Garrison

Chief Operating Officer

(314) 394-1670

leslie.garrison@lpl.com

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...

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Compliance Team

Gregory Shoemaker

Principal & Co-Founder

(636) 397-6200

gregory.shoemaker@lpl.com

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...

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Dave Kaplan

Compliance Analyst

(636) 397-6200

dave.kaplan@lpl.com

Dave Kaplan has served the St. Louis area as a financial advisor since 1996. Dave's focus is on helping individuals and small businesses build and preserve wealth, while also planning for inter-generational wealth transfers. Dave...
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Thomas Gooden

Chief Compliance Officer

(636) 397-6200

thomas.gooden@lpl.com

Thomas Gooden is the Chief Compliance Officer (CCO) of Cornerstone Wealth Management, LLC. Thomas is responsible for compliance and supervisory functions, including the monitoring of activities to ensure compliance with our...
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Kim Nellesen

Compliance Specialist

(636) 397-6200

kimberly.nellesen@lpl.com

As part of the Cornerstone Wealth Management compliance team, Kim is involved in operating policies and procedures, risk assessments, communications, RIA licensing and regulations. Kim has been in the financial industry since 2010....
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Investment Team

Liyin Bao, CFA

Portfolio Manager, LPL Operations Manager

(314) 394-1670

liyin.bao@lpl.com

Liyin Bao, CFA, heads the Cornerstone Wealth Portfolios team. Since 2012, he's managed diverse portfolios and led the Investment Policy Committee. He spearheads global balanced strategies and oversees asset management services.

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Khurram Naveed, CFA

Portfolio Manager, LPL Operations Manager

(314) 394-1670

khurram.naveed@lpl.com

Khurram Naveed, CFA, is a portfolio manager for the investment team and a member of the Investment Policy Committee. Prior to joining Cornerstone Wealth Portfolios, he was a business valuation analyst at Health Capital Consultants.

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Regina Crook

CWP Operations Specialist

(314) 394-1670

regina.crook@lpl.com

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. 

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Camryn Openlander

CWP Operations Specialist

(314) 394-1670

camryn.openlander@lpl.com

A graduate of Southeast Missouri State University, Camryn Openlander joined Cornerstone in 2022 as a support to the investment team. Having studied finance, she’s enthusiastic about learning the ins and outs of investing and...
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Client Centered

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.

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