Broker Check

Meet the Team

Don Rich, CFP®, MS, MPAS SM Wealth Advisor

Don Rich is the Founder and CEO of Cornerstone Wealth Management Partners, a comprehensive wealth planning firm. Don’s desire to better serve his clients created the drive for Don to seek out owning his own practice through the #1 broker dealer in the country—LPL Financial1. Don, like many others ... Read More

Leslie Rich Director, Practice Management

Leslie Rich is a proud partner of CWMP. As Director, Leslie is responsible for strengthening and maintaining partnerships essential to the firm’s future strategies. Leslie focuses on strategically planning the next move for the business in order to satisfy the firm’s continuous pursuit of our client’s overall well being ... Read More

Jessy Larson Assistant Business Development Specialist

Jessy joined the Cornerstone Wealth Management Partner team in 2014. He is new to his current position, but has a sincere desire to continuously advance his education and experience in the financial realm. Jessy is currently a student at Flathead Valley Community College pursuing a business administration degree. Jessy is focused on developing ... Read More

As reported in Financial Planning Magazine, June 1996-2017, based on total revenue.