Team
Chad Kruse
Jamie McDonald, CFP®
jamie@coreinvestmentsgroup.com
Anthony Berardi, CFP®
aberardi@coreinvestmentsgroup.com
Anthony provides a wide array of functionality in the office including support to the office’s advisors, servicing clients, portfolio maintenance, and client onboarding. He began working in the industry in the spring of 2019 as...
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...
Sawyer Marquardt
smarquardt@coreinvestmentsgroup.com
Sawyer provides customer service assistance for Core Investments Group. He started working in the financial planning industry as a Core Investments Group intern in the spring of 2020. Sawyer graduated from Loras College in 2021 with a...
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...