Meet the Team
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
Nathan Abraham has a passion for client service.
“My goal is to make any client service or administrative task seamless, and as smooth as possible,” says Nathan.
Nathan enjoys the relationship he builds with clients while helping them service their accounts... Read More
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. Her strong and motivational attitude allows Leslie to encourage...
Associate Business Development Specialist
Bethany Thomas brings with her a passion for people and a depth of understanding for diverse cultures, which began at a very young age. Born and raised in Southeast Asia as the daughter of parents who worked in the relief development field, Bethany has lived in both major metropolitan areas as well as remote villages. Bethany returned to the U.S. for college, graduating with a Bachelor’s degree in Counseling... Read More
Teresa has a vast knowledge of the marketing industry and more specifically the digital realm. She has 9 years’ experience in the marketing industry before coming to LPL Financial which is how she became connected with Cornerstone Wealth Management Partners.Through her marketing efforts she engages our clients with social media posts and email...
As reported in Financial Planning Magazine, June 1996-2020, based on total revenue.