Our Team

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...

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...

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...

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...

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...

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...