Meet the Team

Meet The Team

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Wealth Management Team

Matt Rufkahr, CFS

Wealth Manager and Financial Planner

(636) 489-0821

636-432-1818

matt.rufkahr@lpl.com

www.mygenfinitywealth.com Matt was born and raised in New Melle, Missouri, a small town in western St. Charles County. He graduated with a B.S., from the University of Missouri-Columbia with a degree in Consumer and Family Economics...

Jordan Faerber, CPA, CFP^®

CERTIFIED FINANCIAL PLANNER™

(636) 489-0821

636-432-1818

Jordan.faerber@lpl.com

Jordan is a Washington native, graduating from St. Francis Borgia before graduating from the University of Missouri with a bachelors in Finance and a masters in Accounting. He earned his CPA (Certified Public Accountant) designation in...

Carrie Rufkahr

Insurance Specialist

(636) 489-0821

636-432-1818

Carolyn.rufkahr@lpl.com

Carrie Rufkahr is an insurance specialist focusing on advanced planning concepts and employee benefits. This includes income replacement, long term care, legacy planning, deferred compensation, buy sell arrangements, key man policies...

Cindy Holdmeyer

Branch Marketing Associate and Sales Assistant

(636) 489-0821

636-432-1818

cindy.holdmeyer@lpl.com

I am the first face you see as you enter our beautiful office, as well as the voice you hear upon calling. Having over 15 years of experience with LPL helps me to maintain the day to day services our client’s accounts require and...

Marylynne Steffens

Branch Operations Manager

(636) 489-0821

636-432-1818

marylynne.steffens@lpl.com

As part of GenFinity Wealth Management, I wear multiple hats while being centrally focused with the operations of the firm. Whether it’s helping to prep for upcoming client meetings, cultivating client relationships, or working...

Investment Team

Liyin Bao, CFA

Portfolio Manager, LPL Operations Manager

Liyin Bao, CFA, leads Cornerstone Wealth Management’s Model Wealth Program. Since joining the firm in 2012, he has managed a broad range of equity and fixed income portfolios in the program. In 2019, Liyin took on leading the...

Khurram Naveed

Senior Analyst, LPL Operations Manager

Khurram Naveed joined Cornerstone Wealth Management in 2017. He is a senior analyst for the Cornerstone Model Wealth Program and is a member of the Investment Policy Committee. Prior to joining the firm, he was a business valuation...

Regina Crook

Client Services Associate

Regina joined the Model Wealth Program team at Cornerstone Wealth Management in 2019. She has experience within the financial services industry, specifically with investment and retirement accounts, since 2013. She previously worked...

Compliance Team

Tom Gooden

Chief Compliance Officer

(636) 397-6200

(636) 397-6201

thomas.gooden@lpl.com

Thomas Gooden is the Chief Compliance Officer (CCO) of Cornerstone Wealth Management, LLC. Thomas is responsible for compliance and supervisory functions, including the monitoring of activities to ensure compliance with our...

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

Contact Us