Core Financial Resources

Join our team

There are endless reasons to join us at Core Financial. Day in and day out we strive to exceed the expectations of our clients and employees. Our work environment is fun, validating, encouraging, and empowering. Our vision and big-picture approach have helped countless families turn dreams into realities.

We have a couple of ground rules.

Self-Employed Menatlity

We all think and act like owners.

Excellence in the Ordinary

Details matter. We practice excellence in the fundamentals daily.

No Surprises

We plan, communicate, and prepare in order to eliminate the negative emotion of surprise.

We are proactive. We shape the future. We see problems and adjust before they get here.

No Gossip

We pass negatives up and positives all around.

Definition: Discussing anything negative with someone who can't help solve the problem.

We before Me

We are a team. We focus on team success and take initiative when we notice issues. We are raving fans publicly and honest critics privately.

Personal Accountability

We eliminate blame, victim thinking, complaining, and procrastination.

We ask the QBQ

Pursue Growth and Learning

We seek personal and professional growth continuously.

Deliver WOW through service

Every clients experience is seamless, effective, magical, and remarkable at every touch point.

Embrace Change

We do not settle for status quo. We continuously look for a better way.

Smile. Have fun.

We have a sense of humor and are friendly fun people.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Check the background of your financial professional on FINRA's BrokerCheck Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. Securities offered through Avantax Investment Services℠, Member FINRA, SIPC, Investment Advisory services offered through Avantax Advisory Services℠,Insurance services offered through an Avantax affiliated insurance agency. 3200 Olympus Blvd., Suite 100 Dallas, TX 75019 972-870-6000.

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This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Investments & Insurance Products: Are not insured by the FDIC or any federal government agency- Are not deposits of or guaranteed by the bank or any bank affiliate- May lose Value

Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. The return and principal value of investments will fluctuate as market conditions change. When sold, investments may be worth more or less than their original cost. Indexes discussed are unmanaged and you cannot directly invest into an index. Past performance is not a guarantee of future results.

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