Skip to content
Client Access
Home
About
Our Team
Our Mission
Our Core Values
What Sets Us Apart
In the Community
Blog
Services
Wealth Planning
Ongoing Financial Planning
Charitable Gifting Strategies
Retirement Planning
Estate Planning & Intergenerational Planning
Wealth Transfer
Divorce Planning
Investment Management
Investment Analysis & Research
Risk Tolerance Assessment
Employer Plan Integration
Investment Tax Planning
Retirement Income Planning
Private Investments
Insurance
Life Insurance
Disability Insurance
Property & Casualty
LTC Planning
Tax & Accounting
Tax Strategy & Preparation
Ongoing Accounting
Tax Analysis
Business Services
Employee Benefits & 401k
Business Taxes & Accounting
Entity Creation
Succession Planning
Contact
Client Access
Scottsdale, AZ
Denver, CO
Salem, OR
Risk Solutions
Menu
Home
About
Our Team
Our Mission
Our Core Values
What Sets Us Apart
In the Community
Blog
Services
Wealth Planning
Ongoing Financial Planning
Charitable Gifting Strategies
Retirement Planning
Estate Planning & Intergenerational Planning
Wealth Transfer
Divorce Planning
Investment Management
Investment Analysis & Research
Risk Tolerance Assessment
Employer Plan Integration
Investment Tax Planning
Retirement Income Planning
Private Investments
Insurance
Life Insurance
Disability Insurance
Property & Casualty
LTC Planning
Tax & Accounting
Tax Strategy & Preparation
Ongoing Accounting
Tax Analysis
Business Services
Employee Benefits & 401k
Business Taxes & Accounting
Entity Creation
Succession Planning
Contact
Client Access
Scottsdale, AZ
Denver, CO
Salem, OR
Risk Solutions
(480) 448.0334
Home
About
Our Team
Our Mission
Our Core Values
What Sets Us Apart
In the Community
Blog
Services
Wealth Planning
Ongoing Financial Planning
Charitable Gifting Strategies
Retirement Planning
Estate Planning & Intergenerational Planning
Wealth Transfer
Divorce Planning
Investment Management
Investment Analysis & Research
Risk Tolerance Assessment
Employer Plan Integration
Investment Tax Planning
Retirement Income Planning
Private Investments
Insurance
Life Insurance
Disability Insurance
Property & Casualty
LTC Planning
Tax & Accounting
Tax Strategy & Preparation
Ongoing Accounting
Tax Analysis
Business Services
Employee Benefits & 401k
Business Taxes & Accounting
Entity Creation
Succession Planning
Contact
Client Access
Scottsdale, AZ
Denver, CO
Salem, OR
Risk Solutions
Menu
Home
About
Our Team
Our Mission
Our Core Values
What Sets Us Apart
In the Community
Blog
Services
Wealth Planning
Ongoing Financial Planning
Charitable Gifting Strategies
Retirement Planning
Estate Planning & Intergenerational Planning
Wealth Transfer
Divorce Planning
Investment Management
Investment Analysis & Research
Risk Tolerance Assessment
Employer Plan Integration
Investment Tax Planning
Retirement Income Planning
Private Investments
Insurance
Life Insurance
Disability Insurance
Property & Casualty
LTC Planning
Tax & Accounting
Tax Strategy & Preparation
Ongoing Accounting
Tax Analysis
Business Services
Employee Benefits & 401k
Business Taxes & Accounting
Entity Creation
Succession Planning
Contact
Client Access
Scottsdale, AZ
Denver, CO
Salem, OR
Risk Solutions
Our Team
Request a Complimentary Conversation
Book Online
FEATURED IN
Advisors
Mark Bonnett
Chief Executive Officer & Partner
Jacqueline Battista
Chief Operations Officer & Partner
Cameron Hunt
Wealth Advisor
Team
Kristin Moore
VP of Business Operations
Patrick Mueller
VP of Client Administration & Service
Erick Fernandez
Client Service Manager
Heather Doucette
Client Experience Coordinator
Specialists
Helen Vouniozos
CorePath Risk Solutions Director
Mark Corcoran, CFA
Chief Investment Officer
James Lee
CorePath Tax Partner
Bill White
CorePath Estate Planning Partner
Request a Complimentary Conversation
Use the form below or call (480) 448.0334 today.
Your Name
Email Address
Phone Number
Message
Send Request
Sign Up For Our Quarterly Newsletter
First Name
Last Name
Email Address
Sign Me Up!