Jamie McDonald, CFP®
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...
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®
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...
Kevin Dietzel, CFP®
Kevin joined Core Investment Group in 2022 with over 12 years of experience in the financial industry. Having worked at both a Fortune 100 corporation and an independent advisory firm, he has experience with a broad array of clients...
Sawyer Marquardt, CFP®
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 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...