Fax:  281-823-7682Emailsmcdaniel@coreplusfinancial.com At Core+Financial Strategies when we say Experience the Difference, we mean it. From the moment you walk in the door, you are treated like family. We have a unique relationship with our clients. We make it our business to know your aspirations and dreams, so we can help you attain them. Let us show you how we can add value to your life.                    Savara joined the Core+Team in 2013.   Savara is responsible for coordinating client events and informational seminars, overseeing the website and social media accounts, and serves as a resource for new clients during their transition to Core+Financial.  She works closely with the Advisors to ensure that every aspect of your relationship with our firm runs smoothly. Savara attended the University of Houston, graduating sum cum laude with a Bachelor of Business Administration majoring in Marketing and with minors in Psychology and Communications.  Savara has previous experience in the financial service industry and an extensive background in client service.  In her spare time, Savara enjoys anything outdoors, watching live music performances and spending time with her husband and teenage son and their four dogs.  She is also a volunteer for Barrio Dogs, Inc, a Houston based 501(c)(3) that focuses on educating the community about proper animal care.    Phone: 281-888-3433
Fax: 281-668-4139
E-mail:
wilson@coreplusfinancial.comCore+Financial Strategies when we say Experience the Difference, we mean it. From the moment you walk in the door, you are treated like family. We have a unique relationship with our clients. We make it our business to know your aspirations and dreams, so we can help you attain them. Let us show you how we can add value to your life. 

At Core+Financial Strategies when we say Experience the Difference, we mean it. From the moment you walk in the door, you are treated like family. We have a unique relationship with our clients. We make it our business to know your aspirations and dreams, so we can help you attain them. Let us show you how we can add value to your liAt CoreFinancial Strategies when we say Experience the Difference, we mean it. From the moment you walk in the door, you are treated like family. We have a unique relationship with our clients. We make it our business to know your aspirations and dreams, so we can help you attain them. Let us show you how we can add value to your life.

 

For additional information regarding our sister firm, Core+ Tax Strategies, and their team, please click here


Ronn Kudlacek, MS, CFP®, CPA, CMFC®

      Financial Advisor, Managing Partner

            Phone281-888-3433, ext. 1001

             Fax281-668-4136

             Emailrkudlacek@coreplusfinancial.com

               View Ronn Kudlacek, CPA, CFP, CMFC's profile on LinkedIn

 

 

Ronn entered the financial services industry in the early 1990's.  He specializes in working with individuals in the areas of retirement planning & retirement income distribution, investment analysis, financial planning and tax related advising.       

Ronn has a passion for solving challenges; a strength upon which he has built the foundation of his career.  Early in his career, Ronn utilized his problem solving abilities by aiding small business owners with accounting, tax strategy and overall business planning.

In 2010, Ronn formed Core+ Financial Strategies, LLC along with Co-Founder, Brad Wilson.  Ronn's biggest goal in starting Core+ was to be able to establish relationships and a deep understanding of each client and their situation in order to provide truly customized, comprehensive financial plans.  He has succeeded in that goal, and finds the daily joy of helping people the most rewarding. 

Ronn attended the University of Houston- Clear Lake where he received a Bachelor of Science in Finance in 1986 and a Master's of Science with a concentration in Finance in 1991.  He is a CPA, a CERTIFIED FINANCIAL PLANNER™ (CFP®), and a CHARTERED MUTUAL FUND COUNSELORSM (CMFC®).

Ronn spends the majority of his spare time with his four grandchildren.  He also enjoys golfing, running and the occasional tennis match.     


 

Brad Wilson, CLU®

      Financial Advisor, Managing Partner

            Phone281-888-3433, ext. 1002

             Fax281-668-4136

             Emailbwilson@coreplusfinancial.com

              View Brad Wilson's profile on LinkedIn

 

 

Brad has over 18 years of experience in Comprehensive Financial Planning with a focus on developing retirement strategies.  This includes investment risk & reward analysis, retirement asset management as well as Insurance & long-term care insurance needs analysis. 

Brad's financial planning career began in 1999 with Lincoln Financial Advisors where his principal duties included the management of individual client accounts and building comprehensive financial planning models.  In 2002, he joined Signal Hill Investment Services where he acted as the Director of Financial Planning. 

In 2010, he formed Core+  Financial Strategies, LLC along with Co-Founder, Ronn Kudlacek.  Brad enjoys helping his clients make informed and prudent financial decisions.  Designing investment and retirement strategies that meet the financial goals and dreams of his clients is truly a rewarding career.  

Brad earned a Bachelor of Business Administration with a major in Finance from Texas A&M in 1990.  He currently maintains his Series 7, 24, and 63 registrations.  In 2014 Brad earned his CLU or Chartered Life Underwriter designation from the American College of Financial Services, the premier designation for insurance professionals. Launched in 1927, the Chartered Life Underwriter (CLU®) is the insurance profession's oldest standard of excellence. Today, it continues to be the credential for practitioners who desire to provide their clients with the security of life insurance and risk management

In his spare time, Brad enjoys spending time with his daughter, Laura, exploring Houston's many restaurants or cooking a new recipe at home.  Since childhood Brad has had a passion for playing golf and watching Aggie Football.   


 

 Savara McDaniel, NSSA®

      Director of Financial Planning, Financial Advisor

            Phone281-888-3433, ext. 1003

             Fax281-668-4136

             Emailsmcdaniel@coreplusfinancial.com

View Savara McDaniel's profile on LinkedIn           

 

Savara joined the Core+ Team in 2013 and has over 11 years of experience in the financial service industry as well as an extensive background in client service. Savara's passion is educating and assisting individuals as they pursue their own financial and retirement goals. Through financial planning, Savara helps her clients with retirement, education, insurance and cash flow planning strategies. She is committed to long-term client relationships and works with her clients to ensure their investment strategy and financial plan continue to be tailored to their specific needs no matter what stage of life they are in. 

Savara attended the University of Houston, graduating summa cum laude with a Bachelor of Business Administration majoring in Marketing with minors in Psychology and Communications. In addition to maintaining her FINRA Series 7 & 66, Savara has completed coursework in the area of Social Security benefits and claiming strategies.

In her spare time, Savara enjoys anything outdoors, watching live music performances, yoga and spending time with her family and their dogs. She is also a supporter of Barrio Dogs, Inc, a Houston based 501(c)(3) that focuses on educating the community about proper animal care.

 


 

 

  Kristy Davis

      Office Administrator

            Phone:  281-888-3433, ext. 1004

             Fax:  281-668-4136

             Email:  kldavis@coreplusfinancial.com

 

 

 

Kristy joined the Core+  Team in 2013 and is responsible for scheduling and confirming of client meetings, maintaining client information and data files and facilities management.

Kristy holds an Associate's Degree in Management from San Antonio College.   Before joining the Core+  Team, Kristy spent 15 years in the medical field where she did everything from accounting to medical coding and billing.  In her spare time, Kristy enjoys watching sports and spending time with her family and their two dogs. 


 

  Marium Rahim

      Client Service Associate

            Phone281-888-3433, ext. 1005

             Fax281-668-4136

             Emailmrahim@coreplusfinancial.com

 

 

 

As Client Service Associate, Marium is responsible for providing general office support as well as client support.  Marium helps service each client's personalized portfolio by tracking investments and rollovers, assisting with withdrawals and required minimum distributions, quarterly spreadsheets, 401k enrollment, and beneficiary and account updates.  Marium helps the advisory staff with a framework so that they can efficiently and consistently provide the level of service that clients expect.   

Marium has a vast knowledge of managing operations in a company as she has spent the last several years as an Operations Manager for a large corporation.  Marium was responsible for daily operations of a Financial Center including audits, accounting, scheduling, and leading meetings.  Marium excelled in her previous role as an Operations Manager and is excited at the opportunity to put her expertise to work for Core+ Financial Solutions.

Marium enjoys traveling with her family in her spare time.  She is currently a student at The University of Houston with a focus in accounting.    


 

  Vicki Morris

      Client Service Associate

            Phone:  281-888-3433, ext. 1112

             Fax:  281-668-4136

             Emailvmorris@coreplusfinancial.com

 

 

 

Vicki's full focus is seeing that our client's needs are met quickly and efficiently. Vicki helps support our advisors by overseeing the quarterly spreadsheets, assisting clients with their online access, tracking transfers, withdrawals and distributions and setting up new client accounts.

Vicki comes to us with an extensive background of customer service in the oil and gas industry, specializing in overseeing project activities including vendor relationships, client contracts, invoicing and deliverables. 

Vick's spare time is usually spent attending her kids' events either at horse shows or on the soccer field. She is a proud Houston Fire Fighter wife and supports local animal rescues, especially ones specializing in equine rescue.


 

 Laura Fossen, CPA

      Financial Services Coordinator

            Phone:  281-888-3433, ext. 1102

             Fax:  281-668-4136

             Email:  lfossen@coreplusfinancial.com

View Savara McDaniel's profile on LinkedIn           

 

As a Financial Services Coordinator, Laura plays an integral part in building financial plans for clients.  Laura also acts as a liason for clients working with both Core+ Financial and Core+ Tax to ensure a consistent and easy client experience. Laura most enjoys interacting with the clients and building relationships across both sides of the firm.

Becoming a part of the Core+ organization in early 2020, Laura brings a background that spanned many areas of accounting and education. From public accounting to oil and gas accounting to business ownership, she has worked in a variety of environments building relationships and providing excellent customer service. Financial planning began as an interest in managing her own investments and has expanded to helping others through educating peers and students in financial principles in small groups and classrooms for high school students. Laura is excited to join Core+ Financial to help others in planning their financial futures.

Laura is a lifelong student who enjoys researching and learning. Her college education was completed in 1992 at Baylor University with a Bachelor of Business Administration degree in Accounting. She passed the CPA exam on her first attempt and has maintained her license with many hours of CPE for twenty-six years.

Laura enjoys travel, especially to mountainous destinations. Her adventures have spanned forty-six of the states with plans to complete all states within the next four years. Her spare time is spent enjoying time with family and watching college sports.