COR Financial Group

Our vision is a community of many grateful clients with carefully organized financial plans, and lives being transformed from success to significance.

We make it our mission to passionately deliver caring, creative and complete financial guidance to everyone we possibly can, with God’s help, through a disciplined and systematic approach to excellence

Team Intro

Our vision is a community of many grateful clients with carefully organized financial plans, and lives being transformed from success to significance.

We make it our mission to passionately deliver caring, creative and complete financial guidance to everyone we possibly can, with God’s help, through a disciplined and systematic approach to excellence

Our story

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

Our team

David Granner

MBA, CFP®, FIC

Wealth Advisor

Andrew Mortenson

ChFC®, FIC

Financial Consultant

Peter Go

CFP®, ChFC®

Financial Advisor

Chris Pugh

CFA®

Director of Investment Operations

Molly Berner

Director of Administration

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.

About Thrivent

Helping you follow your heart 

Whether it’s their faith, families or communities, many Thrivent clients use their finances for something bigger than money. Watch one client’s story and get inspired to follow your heart with Thrivent. 

00:00 / 00:00

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.