We are dedicated financial professionals

CORE Integrated Wealth embodies our vision to empower others to take ownership of their financial future. It is our mission to serve each client with compassion and understanding while helping them to be good stewards of their resources. 

We work with your legal, tax professionals, and other trusted advisors to make your life’s important decisions.

Future Financial Needs

Whether you're planning for retirement or preparing to invest, our team is committed to determining the optimal custom approach to securing your future.

Social Security & Medicare/Supplemental Insurance

Your health determines your quality of life, yet finding the most appropriate insurance can be daunting. Our experienced team will help you navigate the overwhelming sea of information to select and maintain the most suitable options that are available.

401k/IRA/SIMPLE Plans to Holistic Wealth Management

From your 401(k) to your Individual Brokerage accounts, we actively manage your assets based on your personal circumstances to achieve optimal outcomes for all of your resources along the way.

Our Services

Estate Planning
Have Questions?

We have extensive resources available
in-person and online

In-House Experts

Your partners for success

Ron Hoyle

Owner, President

Frankie Holderrieth

Operations Manager

Michael Bradfield

Financial Advisor

Aaron Hoff

CERTIFIED FINANCIAL PLANNER™

Judy Bode

Registered Representative

Susan Jones

Administrative Assistant/Receptionist

Pamela (PJ) Knudsen

CERTIFIED FINANCIAL PLANNER™,
NSSA, RSSA

Christine Warren

Financial Planning Administrative Assistant

Kristi Hoyle

Community Outreach & Marketing

We're eager to assist with your insurance needs!​

    Schedule a Complimentary Consultation