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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 & Risk Solutions
Life Insurance
Disability Insurance
LTC Planning
Tax & Accounting
Tax Strategy & Preparation
Ongoing Accounting
Tax Analysis
Business Services
Employee Benefits & 401k
Business Taxes & Accounting
Entity Creation
Succession Planning
Risk Solutions
About Us
Our Vision
What Sets Us Apart
Our Core Values
Personal Solutions
Commercial Solutions
Other Solutions
Contact
Scottsdale
Denver
Minneapolis
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 & Risk Solutions
Life Insurance
Disability Insurance
LTC Planning
Tax & Accounting
Tax Strategy & Preparation
Ongoing Accounting
Tax Analysis
Business Services
Employee Benefits & 401k
Business Taxes & Accounting
Entity Creation
Succession Planning
Risk Solutions
About Us
Our Vision
What Sets Us Apart
Our Core Values
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FEATURED IN
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
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