Our Story
CORE isn't just our name – it's the heart of everything we do. CORE stands for Client Onboarding & Relationship-building Experience, a unique system we created because cookie-cutter approaches don't work for real people with real lives. The word "Integrated" isn't financial jargon here; it means we weave together every aspect of your financial life into one comprehensive plan that actually makes sense.
We started this business to help people just like us. When it came to our own retirement planning, we wanted to be educated and informed. We wanted to be valued and respected during the process. And, we wanted to be a part of the conversation together, a part of the team along with our advisor. When we couldn’t find anyone who could do this, we decided to create it ourselves.
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.
Our Mission
We believe financial planning should be compassionate, loyal, and family-friendly – words you probably don't hear often in our industry. Here's the truth: there is no one-size-fits-all solution to financial planning. Each client deserves a custom approach that fits their unique lifestyle, dreams, and challenges.
While everyone wants to build wealth, life has a way of throwing curveballs when we least expect them. We help you plan for the retirement you desire while preparing for the unexpected twists that make life, well, life. When those curveballs come – and they will – we'll be right there with a plan that keeps you moving toward your goals.
Building wealth isn't just about the destination – it's about having someone you trust guide you through the journey.
Judy Bode
Director of Planning and Strategy and Financial Advisor
Judy Bode has been in the industry since 2005 and joined Klein Wealth Management in 2010. Forward thinking is her nature and one of her favorite sayings is, “A sound plan always beats a good guess!” Judy currently holds the...
Michael Bradfield
Financial Advisor
Aaron Hoff
CERTIFIED FINANCIAL PLANNER™
Aaron Hoff is a born and raised Texan and a local to the area. After graduating high school at Klein High, he attended Texas A&M University where he received a Bachelor’s of Arts in Anthropology. After one-to-many hot summer days...
Gabe Hoyle
Financial Advisor
Kati Whitten
Financial Planning Operations Administrator and Social Media and Marketing Assistant
Jackson Hoyle
Financial & Insurance Assistant
I am an Internal Assistant at CORE Integrated Wealth, where I have been working full time in a supportive role since May 2025. My journey with Core began in 2022 when I started in a supporting role part time, and it has been incredibly...
Frankie Holderrieth
Operations Manager
A Fourth generation Texan, and Tomball High School Graduate, she and her family have lived in this area since the 1960’s. With travels and studies at Orange Coast College, North Harris Montgomery College, Texas Business...
Denise Whitten
Office Administrator