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Meet Our Team

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

(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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Operations Team

Karen Torrence

Chief Operations Officer

(636) 397-6200

karen.torrence@lpl.com

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...

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Brandi Durell

Client Services Manager

(314) 394-1670

brandi.durell@lpl.com

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...

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Alaina Budnick

Client Services Specialist

(314) 394-1670

alaina.budnick@lpl.com

Alaina Budnick joined Cornerstone Wealth Management as an Administrative Assistant at the Des Peres, Missouri, office in December 2014, with 7 years of prior experience in the banking industry.

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John McClain

Technology Manager

(314) 394-1670

john.mcclain@lpl.com

John McClain joined Cornerstone Wealth Management in 2012 as part of the Transitions Team. As the company has grown, his role has expanded into providing IT support for the office and coordinating the Cornerstone Wealth Management...
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Leslie Garrison

Marketing & Communications

(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

Liyin Bao, CFA, leads Cornerstone Wealth Management’s Model Wealth Program and Investment Policy Committee. He is responsible for formulating the global balanced strategies, and developing and implementing asset management services.

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Khurram Naveed

Senior Analyst, LPL Operations Manager

314-394-1670

khurram.naveed@lpl.com

Khurram Naveed joined Cornerstone Wealth Management in 2017. He is a senior analyst for the Cornerstone Model Wealth Program and is a member of the Investment Policy Committee.

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Regina Crook

Client Services Associate

(314) 394-1670

regina.crook@lpl.com

Regina joined the Model Wealth Program 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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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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