Trustworthy partnerships for your personal journey to what matters most

Our Team

All Title
Investment Management
Risk Solutions
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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Jesse Karich

Jesse has been advising clients since 2002 and joined Core Path Wealth...

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Colin Shepherd

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

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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 serves CorePath Wealth partners through our sub-advisor agreement with Janiczek Wealth...

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Patrick Mueller

Patrick  Director of Administration...

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Hana Al-Abadi

Hana is the Administrative Support Manager on the CorePath team.  A New...

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Emilee Foster

Emilee Foster is the Relationship Support Manager with CorePath Wealth Partners.  In...

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