COREPATH WEALTH - Key Persons

Cassandra Fuhriman

Job Titles:
  • Service Advisor

Chanel Linton

Job Titles:
  • Client Service Advisor

Colin Shepherd

Job Titles:
  • Wealth Manager

Delaney Peery

Job Titles:
  • Service Advisor

Helen Vouniozos

Job Titles:
  • Director of Risk Solutions

Jake Allen

Job Titles:
  • Operations Support Manager

James Lee

Job Titles:
  • CorePath Accounting

Jesse Karich

Job Titles:
  • Advisor
  • Partner

Kristin Moore - COO

Job Titles:
  • Director of Operations

Mark Bonnett - CEO

Job Titles:
  • Managing Partner

Max Jelle

Job Titles:
  • Service Advisor

Olenka Cullinan

Job Titles:
  • Founder and Director of IStartFirst Financial

Patrick Mueller

Job Titles:
  • Director of Administration