Our Family
Mark Bonnett
Managing Partner
CorePath Wealth
Colin Shepherd
Wealth Manager
CorePath Wealth
James Lee
CorePath Accounting
CorePath Wealth
Rick Schultenover, CFP®
Partner and CCO
CorePath Wealth
Helen Vouniozos
Director of Risk Solutions
CorePath Risk Solutions
Kyle W. Kersting, CFA, CAIA
Investment Manager
CorePath Wealth
Cassandra Fuhriman
Paraplanner
CorePath Wealth
Jacqueline Battista,
CFP®, CDFA®, APMA®, MBA
Partner
CorePath Wealth
Kristin Moore
Director of Operations
CorePath Wealth
Olenka Cullinan
Founder and Director of iStartFirst Financial
CorePath Wealth
Delaney Peery
Relationship Development Coordinator Intern
CorePath Intern
Jesse Karich
Partner and Advisor
CorePath Wealth
Patrick Mueller
Director of Administration
CorePath Wealth
Jake Allen
Operations Support Manager
CorePath Wealth