Your goals become our own because you are our business. As an independent advisor, we spend our time and energy on you – not meetings sales goals or product quotas – so you can feel confident that our advice is personalized and that we always strive to do the right thing for you.
Even at a young age, Eric knew the importance of prudent saving and spending, thanks in part to the values passed down by his grandmother. As a business owner, she understood the value of money and encouraged Eric to save much of what...
Creating meaningful relationships and serving as additional support to clients gives Ashley Cross great satisfaction in her role as Administrative Assistant. Raised in a family of financial professionals, her interest in the industry...
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...
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...
Portfolio Manager, LPL Operations Manager
Liyin Bao, CFA, leads the Cornerstone Wealth Portfolios team at Cornerstone Wealth Management. Since joining the firm in 2012, he has managed a broad range of equity and fixed income portfolios in the program.
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.
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.
Eric serves clients as part of Cornerstone Wealth Management, a registered investment advisory firm. The independent advisors who are part of the firm are passionate about serving as financial advocates for their clients, building meaningful relationships based on trust to support the needs, goals and ideal futures of the families they serve.
For more information about Cornerstone Wealth Management, visit mycwmusa.com.
Eric is affiliated with LPL Financial, an independent broker-dealer and one of the nation's leading financial services companies. The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products.
Thousands of financial advisors nationwide rely on the firm's tools and resources to help them provide financial guidance and recommendations to help pursue their clients' needs. For more information about LPL Financial, visit www.lpl.com.
Clients can count on Eric to work closely with their other trusted professionals, such as their CPA and estate attorney, so that their tax and estate plans are well coordinated. For those who need additional help with tax and estate planning, Eric has relationships with local attorneys and accountants that he can recommend for clients to choose a professional who can serve their needs.