Team
Chad Kruse
Jamie McDonald, CFP®
jamie@coreinvestmentsgroup.com
Bonnie Wolfe
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...
Joseph C. Bernardi, CFP®
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...
Suzanne Bernardi
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...
Tom Meyer
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...