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Custom Wealth Management

Custom Wealth Management

We create strategies that are tailored to your needs and goals.

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Lifelong Financial Guidance

Lifelong Financial Guidance

Years of experience have prepared us to guide you through your life transitions.

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A Value-Based Investment Firm

A Value-Based Investment Firm

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Wealth Management Tailored To You

Financial Strategy: It's In Our DNA

We’ve all been there. It can be tough working your way to the top. Every one of our advisors has experienced the professional treadmill and chosen a path that actually leads to a destination. At CORE Integrated Wealth, we know how to disrupt the status quo and want to help you do the same.

It's your life; you should live it the way you want. Our advisors believe that knowledge leads to independence. Together, we’ll leverage your goals with smart financial advice, to ensure that you’re in the driver's seat for years to come.

Don’t be satisfied with tradition. Take control, free yourself, and live the life you want.

Ready for the next step? We can help.

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Our Three-Step Process



Data-driven analysis is the foundation for everything we do.

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Individualized strategies ensure that your goals are always a priority.

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Our comprehensive financial management means we're ready to address your every need.

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Meet Our Team

 Christine  Warren

Christine Warren

Financial Team Executive Coordinator

Aaron  Hoff

Aaron Hoff

Financial Planner

Frankie  Holderrieth

Frankie Holderrieth

Operations Manager

Judy  Bode

Judy Bode

Director of Planning and Strategy​

Kristi  Hoyle

Kristi Hoyle

Community Outreach & Marketing

Michael  Bradfield

Michael Bradfield

Financial Advisor

Ron  Hoyle

Ron Hoyle

Owner, President

Theresa  Parker

Theresa Parker

Financial Team Office Administrator

Resource Center

How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."

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