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...

Contact Me
Rick Schultenover, CFP®

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

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

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

Contact Me
Jesse Karich

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

Contact Me
Colin Shepherd

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

Contact Me
James B. Callahan, CFA

Jim brings over 20 years of experience in the investment industry to...

Contact Me
Kristin Moore

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

Contact Me
Helen Vouniozos

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

Contact Me
Kyle W. Kersting, CFA, CAIA

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

Contact Me
Patrick Mueller

Patrick  Director of Administration...

Contact Me