Trustworthy partnerships for your personal journey to what matters most

Our Team

All Title
Benefits
Investment Management
Risk Solutions
Tax & Accounting
Wealth Management
Mark Bonnett

Mr. Bonnett is an international speaker, educator, entrepreneur, and the Founder and...

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Rick Schultenover, CFP®

Rick is a Senior Financial Advisor and a CERTIFIED FINANCIAL PLANNERTM Practitioner...

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Jacqueline Battista, CFP®, CDFA®, APMA®, MBA

Jacqueline Battista is a Partner and Financial Advisor with CorePath Wealth Partners. ...

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Colin Shepherd

My job as an advisor is to learn about your goals, ambitions,...

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James B. Callahan, CFA

Jim Callahan, is one of CorePath Wealth Partners two CFA relationships. He...

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Kristin Moore

Kristin Moore is the Director of Operations with CorePath Wealth Partners.  In...

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Helen Vouniozos

Today’s view of risk is far broader than just an insurance transaction....

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Kyle W. Kersting, CFA, CAIA

Kyle Kersting is one of CorePath Wealth Partners two CFA relationships. He...

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Patrick Mueller

Patrick  Director of Administration...

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Peter Rowe

Peter Rowe is the founder and President of Arcwood Benefits Consulting Inc,...

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James Lee

I have covered a fairly broad range, from personal to business taxes,...

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