Our Family

Mark Bonnett

Managing Partner
CorePath Wealth

Colin Shepherd

Wealth Manager
CorePath Wealth

James Lee

CorePath Accounting
CorePath Wealth

Cassandra Fuhriman

Service Advisor
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

Delaney Peery

Service Advisor
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

Max Jelle 

Service Advisor
CorePath Wealth

Jesse Karich

Partner and Advisor
CorePath Wealth

Patrick Mueller

Director of Administration
CorePath Wealth

Jake Allen

Operations Support Manager
CorePath Wealth

Chanel Linton

Client Service Advisor
CorePath Risk Solutions