OUR TEAM

At Core Wealth Management, we pride ourselves on developing deep and meaningful relationships with our clients, always seeking to provide the highest level of customer service.

Group portrait of the Core Wealth Management team standing together in a sunlit outdoor corridor.
Todd Schanel

TODD SCHANEL, CFA, CPA, CFP®
PRINCIPAL AND DIRECTOR OF INVESTMENT ADVISORY SERVICES, WEALTH ADVISOR

Jackie - Web

JACKIE GOLDSTICK, CFP®
PRINCIPAL AND DIRECTOR OF FINANCIAL PLANNING SERVICES, WEALTH ADVISOR

Doug - Web B

DOUGLAS MARCELLO, CFP®, ChFC®
WEALTH ADVISOR

Jon - Web C

JONATHON FERNANDEZ-RUBIO, CFP®
ASSOCIATE ADVISOR

Lori - Web 3

LORI WIEBE
ADMINISTRATIVE ASSISTANT