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, inspired by his father’s work as a financial advisor, is proud to help others experience the value financial planning brings to families, communities, and their future.

As a passionate financial advisor, I specialize in helping families build, protect, and grow their wealth to achieve their long-term financial goals, whether that’s a secure retirement, funding college education, or saving for life’s...

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 our clients based on my integrity and make a profound difference in their everyday lives.

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.

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.

Leslie Garrison is the chief operating officer at Cornerstone Wealth Management, leading operational efforts across the firm, ensuring its programs and services add value to each advisor’s practice and, in turn, their clients.

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...

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...

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....

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.

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.

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. 

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...