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 Associate Client Services Specialist

Jessy is the Associate Client Services Specialist at Cornerstone Wealth Management Partners. He joined the team in 2014 and is responsible for operational and administrative functions to client relations.
He enjoys educational opportunities that not only advance his own personal knowledge but help him deliver a ... Read More

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