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
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 ... 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...
Dee is a Client Services Specialist at Cornerstone Wealth Management Partners. She partners with Don and the Cornerstone team to provide support on administrative tasks and client management functions. Dee is passionate about helping our clients with their financial goals and accounts and seeks to build solid relationships with...
Ava is the marketing guru of the CWMP team. Her knowledge and training in digital marketing and social networking helps to streamline our practices and boost our web presence in an ever-growing digital world. She has over five years of digital marketing experience in the financial services industry and joined the Cornerstone...
As reported in Financial Planning Magazine, June 1996-2020, based on total revenue.