Peter Orth

Founder

Peter Orth, Corestone Wealth Management founder and Certified Financial Planner is the youngest of 12 children. He grew up on a farm with older parents and spent time with other older adults, so a career assisting people at or near retirement age came naturally to him. A desire to help others and a strong work ethic led Peter to build a team of professionals who operate with a high level of integrity, always keeping their clients’ best interests in mind.

Peter has been offering insurance and retirement planning services since 2006. His vision was to create a solution where people could have consultants assist them to meet their particular needs with financial plans, no matter their financial circumstances. Peter lives with his wife, Danelle, and their three girls. In his free time he enjoys camping, hunting, and spending time with his family.

Chad Weinhold

Financial Advisor

Chad began working in the financial services industry helping people with mortgages and home financing in 1999. From there he moved to personal and private banking, including life insurance and final expense planning. Eventually his experience led to the world of investments. During that time he obtained specialty certifications and was able to complete his Chartered Retirement Planning Consultant (CRPC) in 2010 and Chartered Financial Consultant® (ChFC®) in 2014.

With his experience and expertise, Chad works to provide not only the education needed for clients working towards financial goals, but also the strategies to implement them and get clients on the path to reach their goals and beyond. Chad’s passion comes from educating clients on their options and available solutions for their specific circumstances. Since each clients’ experience, knowledge and understanding is unique, he believes it is essential to take the time to get to know what is important to them before making a recommendation and proposing next steps.

Chad and his wife, Dr. Gail Weinhold, have been married for over 28 years and have three grown children and four grandchildren. When he’s not working, Chad enjoys spending time with his family (and spoiling the grandkids), camping, exploring the outdoors, working in his woodshop and playing the occasional round of golf.

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Thomas Koehn

Financial Advisor

Tom has worked as a licensed and registered agent in the financial industry since 2005. His resume includes experience overseeing all aspects of client interactions as Chief of Staff for an Investment Advisory firm in Minneapolis. His experience as a Senior Manager for the Life Case Design Team and a trainer for Fixed Index Annuities and Life Insurance, at Allianz Life of North America, gives him a unique perspective into the inner workings of annuity and life strategies.

As a former High School teacher and athletic coach, his life-long passion for coaching and helping people to succeed; personally, professionally, and financially. Tom defines his approach in creating strategies to meet client objectives. He works to incorporate a relaxed and educational approach to help clients feel comfortable and confident making decisions that will impact them and their families for years to come. Tom’s clients are at all stages of life and he helps them by ensuring they are making decisions aligned with their goals!

Tom resides in Lindstrom MN, on South Lindstrom Lake with his wife Sara and they have three adult children and two grandsons. One of their favorite activities is spending time in Minnesota State and National Parks for adventures in camping and hiking. As a life-long learner, in his spare time, Tom is also a novice guitar player in the learning stages of his musical journey.

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Molly Redick

Executive Assistant

Molly Redick supports Corestone Advisors during the day and husband, Dave, and four kids the rest of the time. They are involved in many family activities at school and church. On the weekends they love spending time in Northern Wisconsin on their family farm; hunting, fishing, four wheeling, and taking care of Molly’s parents. When there is some free time, Molly loves to scrapbook at home or go on a fun retreat with friends.

Don Parson CFA

Portfolio Manager

Don has worked in various aspects of the financial services industry since graduating from St. Cloud State University in 1994. His experience includes 12 years at multi- strategy hedge fund Whitebox Advisors where he served as a trader and portfolio manager. It was during his tenure at Whitebox that he earned his designation as a Chartered Financial Analyst.

Leaving institutional money management in 2020, Don returned to retail client service which was his original and true passion. Being able to assist like individuals reach their life goals is truly rewarding, and client interactions are a highlight of Corestone experience.

Don currently lives in Big Lake, MN with his 2 dogs. Staying very active at the gym, playing golf and pickleball, and being out on the water. Growing up in Baudette, MN means that any outdoor activities are to be cherished.

Jim Leggott

Jim’s passion is to help clients create the blueprint that will guide them through their retirement years.

On a personal note, when Jim is not helping his clients with retirement planning, he loves spending time and traveling with his family, volunteering at church and fishing with his granddaughter.

  • Licensed Medicare professional & Investment Advisor Representative with 20+ years experience
  • Medicare
  • Financial Planning
  • Retirement Planning
  • SSA analysis

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