Core Wealth

Financial Advisor

Have you ever wanted to solve something so badly that you just become obsessed? Our approach is something like that! Organizing every detail of each unique financial picture makes it exciting to give great advice! Our goal is to enable people to make decisions about their lives confidently. Through education, mentorship and investment strategy we absolutely love when our clients feel empowered. With over 17 years of experience in the Financial Services industry, Dan is a wealth of knowledge and a great mentor to Katie and his clients. Katie brings a fresh perspective to the industry and leads with more than just investment management - for her it's the teamwork of helping people achieve their goals. Together they make a great team!