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.

Core Wealth Management team members standing together in a sunlit hallway
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

Jon - Web C

JONATHON FERNANDEZ-RUBIO, CFP®
ASSOCIATE ADVISOR

Lori - Web 3

LORI WIEBE
ADMINISTRATIVE ASSISTANT