Broker Check

Team

 

Chad Kruse

(563) 587-8212

chad@coreinvestmentsgroup.com

Chad started in the industry with Joe Bernardi of Bernardi Investment Services in August of 1998. Growing up in Worthington, Iowa, both Chad and his wife Becca wanted to move back from the Chicagoland area and start building a family...
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Jamie McDonald, CFP®

(563) 587-8212

jamie@coreinvestmentsgroup.com

Jamie started in the industry in 2001 working at a mutual fund company in Milwaukee, Wisconsin in various investment research, marketing and finance roles. In 2005 Jamie and his wife Cassie moved to Dubuque, Iowa to be closer to family...
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Bonnie Wolfe

563-587-8212

888-966-0325

bwolfe@coreinvestmentsgroup.com

Bonnie provides administrative assistance to the Core Investments Group team. Bonnie has been in the financial services industry for almost twenty years and is excited to bring those skills with her to assist the team. Bonnie is a...

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Joseph C. Bernardi, CFP®

563-587-8212

888-966-0325

jbernardi@coreinvestmentsgroup.com

Joe helps clients achieve financial clarity by a straightforward approach to investment planning. He considers himself the quarterback of his clients’ financial lives. Joe has been in the financial services industry for more than...

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Suzanne Bernardi

563-587-8212

888-966-0325

sbernardi@coreinvestmentsgroup.com

Suzanne takes care of many behind-the-scenes activities for the team, ranging from daily operational functions to important financial milestone reminders. Suzanne has worked with Joe for 33 years taking care of their clients. Her prior...

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Tom Meyer

563-587-8212

888-966-0325

tmeyer@coreinvestmentsgroup.com

Tom keeps the team’s advisors on track by making sure office operations run smoothly. He helps clients assemble their financial plans and provides other key information on their progress toward their goals. Tom has worked with...

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