COR Financial Group

We envision a community of grateful clients with carefully organized financial plans and lives being transformed from success to significance. We help clients build financial confidence so they can live generously and leave a lasting impact on the people and causes they care about.

We make it our mission to passionately deliver caring, creative and complete financial guidance, with God’s help, through a disciplined and systematic approach to excellence. Our guidance integrates investment management, tax-efficient retirement strategies, estate planning and charitable planning, all tailored to your values and goals.

Team Intro

We envision a community of grateful clients with carefully organized financial plans and lives being transformed from success to significance. We help clients build financial confidence so they can live generously and leave a lasting impact on the people and causes they care about.

We make it our mission to passionately deliver caring, creative and complete financial guidance, with God’s help, through a disciplined and systematic approach to excellence. Our guidance integrates investment management, tax-efficient retirement strategies, estate planning and charitable planning, all tailored to your values and goals.

Our story

Our approach is designed to put people first. We genuinely want to get to know each client and form a trusting and caring relationship. We believe consistently making wise and prudent financial decisions works best in an atmosphere of collaboration, dialogue and clear communication.

Our team

Andrew Mortenson

ChFC®, FIC

Financial Consultant

David Granner

MBA, CFP®, FIC

Wealth Advisor

Peter Go

CFP®, ChFC®

Financial Advisor

Molly Berner

Director of Administration

Chris Pugh

CFA®

Director of Investment Operations

Janell Stevens

Director of Client Experience

How we work with you

Our goal is to help you answer the most important question: “What is it that you want?” We work with you to help develop your answer to this ongoing question.

Our solutions

Dedicated planning services

Comprehensive advice and financial strategies that are in your best interest.

Advice services

Achieve financial clarity and confidence as you work toward your financial goals and dreams.

Life insurance

Life insurance isn't one-size-fits-all. There’s a range of types and features to consider—many of which can be customized to your individual needs.

Thrivent membership benefits

When you join Thrivent, you become part of something bigger. You share in the collective ownership of our company and you’re part of a community of people looking out for others. In addition to Thrivent’s financial expertise and solutions, membership provides eligible clients with tools and resources to make it easy to give of yourself and live a more meaningful life.

Strong and stable

We are proud to be part of Thrivent, a company with a long heritage of financial strength and fiscal stability. For more than 120 years, Thrivent has helped people build their financial futures and live more generous lives. Today, Thrivent is a Fortune 500 company, offering a full range of expert financial solutions, serving more than 2.4 million clients, as well as the communities in which they live and work.