Our Family

Mark Bonnett

Managing Partner
CorePath Wealth

Colin Shepherd

Wealth Manager
CorePath Wealth

Patrick Mueller

Director of Administration
CorePath Wealth

Jessica Barrett

Broker Assistant
CorePath Risk Solutions

Rick Schultenover, CFP®

Partner and CCO
CorePath Wealth

Helen Vouniozos

Director of Risk Solutions
CorePath Risk Solutions 

Max Drexler

Financial Coach
CorePath Wealth

Olenka Cullinan

Founder and Director of iStartFirst Financial

CorePath Wealth

Jake Allen

Operations Support Manager
CorePath Wealth

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

Partner
CorePath Wealth

Kristin Moore

Director of Operations
CorePath Wealth

Kyle W. Kersting, CFA, CAIA

Investment Manager
CorePath Wealth

James Lee

CorePath Accounting
CorePath Wealth

Cassandra Fuhriman

Relationship Development Intern

CorePath Intern

Jesse Karich

Partner and Advisor
CorePath Wealth

Emilee Foster

Director of Client Hospitality
CorePath Wealth

Julie Singer

Risk Advisor
CorePath Risk Solutions

Delaney Peery 

Relationship Development Coordinator Intern

CorePath Intern