(480) 448.0334
CorePath Wealth Partners Logo
The Corepath Team

Our Team

Request a Complimentary Conversation
Book Online

FEATURED IN

As seen in Forbes
As seen on Market Watch
5 Star Wealth Manager 2018, 2019, 2020, 2021
As seen on 2 News
As seen on AZTV 7
As seen in Medical Economics
As seen in Drug Topics
Best Financial Advisors Phoenix 2021
Mountain Icon

Advisors

Mark Bonnett
Chief Executive Officer & Senior Wealth Advisor
Jacqueline Battista
Chief Operations Officer & Senior Wealth Advisor
Rick Schultenover
Chief Compliance Officer & Senior Wealth Advisor
Jesse Karich
Senior Wealth Advisor
Colin Shepherd
Wealth Advisor

Team

Cassandra Jones
Client Service Director
Max Jelle
Client Service Advisor
Jared Navarro
Client Service Advisor
Jessica Perez
Senior VP of Growth
Kristin Moore
VP of Systems
Patrick Mueller
VP of Client Administration
Jake Allen
Client Administration Director

Specialists

Helen Vouniozos
CorePath Risk Solutions Director
Kyle Kersting
Chief Investment Officer
James Lee
CorePath Tax Partner
Bill White
CorePath Estate Planning Partner
Mountain Icon

Testimonials

Ricky DavisScottsdale
Read More
Corepath Wealth has been our Family's trusted advisor for a number of years now. They have assisted us with our business and personal finances, 401k plans and investment accounts. Their services are comprehensive, thorough and professional. I highly recommend Corepath Wealth and the entire team at the Scottsdale location.
Ella YoungDenver
Read More
Corepath's team is willing to help in whatever way they can. Their team is awesome as well they will get you as soon as possible time through zoom, phone call you name it. They are one of the best team of finance advisors in Denver! So professional 5/5 stars!!
Gregory McDonaldScottsdale
Read More
Blessed to have Found CorePath Wealth in Scottsdale. The best of the best when it comes to financial advice and planning for retirement.
Previous
Next

Divisions

CorePath Wealth Partners Logo
CorePath Risk Solutions

Wealth & Investment Advisor Team | CorePath Wealth Partners

Scottsdale Office

Scottsdale
Paradise Valley
Cave Creek
Fountain Hills
Mesa
Chandler
Gilbert
Peoria
Glendale
Phoenix
Casa Grande
Tucson
Flagstaff
Tempe

Denver Office

Denver
Boulder
Colorado Springs
Highlands Ranch
Brighton
Ft. Collins
Longmont
Lyons
Castle Rock
Arvada
Aurora
Lakewood
Littleton
Cherry Creek
Breckenridge
Centennial
Cherry Hills
Windsor
Vail
Englewood
Parker

Minneapolis Office

Minneapolis
St. Paul
Apple Valley
Shakopee
Minnetoneka
Eden Prairie
Golden Prairie
Edina
Chanhassen
Maple Grove
Victoria

© 2023 CorePath Wealth Partners. All Rights Reserved
Facebook Instagram Linkedin

Request a Complimentary Conversation

Use the form below or call (480) 448.0334 today.

Sign Up For Our Quarterly Newsletter