Broker Check

Team

Ronn Kudlacek, MS, CFP®, CPA, CMFC®

Financial Advisor, Managing Partner

(281) 888-3433 x1001

(281) 668-4136

rkudlacek@coreplusfinancial.com

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...

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Brad Wilson, CLU®

Financial Advisor, Managing Partner

(281) 888-3433 x1002

(281) 668-4136

bwilson@coreplusfinancial.com

Brad has over 20 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...

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Savara McDaniel, NSSA®

Director of Financial Planning, Financial Advisor

(281) 888-3433 x1003

(281) 668-4136

smcdaniel@coreplusfinancial.com

Savara joined the Core+ Team in 2013 and has over 12 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...

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Marium Rahim, FPQPTM

Client Service Associate, Paraplanner

(281) 888-3433 x1005

(281) 668-4136

mrahim@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...

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Kristy Davis

Office Administrator

(281) 888-3433 x1004

(281) 668-4136

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...

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Vicki Morris

Client Service Associate

(281) 888-3433 x1112

(281) 668-4136

vmorris@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,...

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Laura Fossen, BBA, CPA

Financial Services Coordinator

(281) 888-3433 x1102

(281) 668-4136

lfossen@coreplusfinancial.com

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...

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