David specializes in providing personalized, value-based dedicated planning services. Since 1991, he has served clients by listening first, then by presenting strategic and creative counsel. David's unique approach to collaboration allows him to care for and guide clients of COR Financial Group with expertise and integrity, in a trusting relationship.
Married to his beloved wife, Susie, David has three grown children: Hans, Stefan and Josie.
Summary of qualifications and expertise:
- CFP® (CERTIFIED FINANCIAL PLANNER®)
- Bachelor of Business Administration, University of Michigan
- Master of Business Administration, Eastern Michigan University
- Highly regarded platform speaker and trainer of other financial planners
- Numerous industry awards, Member of Thrivent’s Hall of Fame, Member of Hall of Fame Legends group, Top of the Cabinet-Million Dollar Round Table (MDRT), Member of Thrivent Financial Pinnacle Leaders Group, repeatedly a top 10 Thrivent Financial representative nationally in sales of Life Insurance, Disability Income Insurance, Annuities, Managed Accounts, Long-Term Care, Total Production and Total Risk Business.
- Co-founder of Bethania Kids, a ministry to destitute children in India.
About David Granner
David specializes in providing personalized, value-based dedicated planning services. Since 1991, he has served clients by listening first, then by presenting strategic and creative counsel. David's unique approach to collaboration allows him to care for and guide clients of COR Financial Group with expertise and integrity, in a trusting relationship.
Married to his beloved wife, Susie, David has three grown children: Hans, Stefan and Josie.
Summary of qualifications and expertise:
- CFP® (CERTIFIED FINANCIAL PLANNER®)
- Bachelor of Business Administration, University of Michigan
- Master of Business Administration, Eastern Michigan University
- Highly regarded platform speaker and trainer of other financial planners
- Numerous industry awards, Member of Thrivent’s Hall of Fame, Member of Hall of Fame Legends group, Top of the Cabinet-Million Dollar Round Table (MDRT), Member of Thrivent Financial Pinnacle Leaders Group, repeatedly a top 10 Thrivent Financial representative nationally in sales of Life Insurance, Disability Income Insurance, Annuities, Managed Accounts, Long-Term Care, Total Production and Total Risk Business.
- Co-founder of Bethania Kids, a ministry to destitute children in India.
Andrew believes everything we have is from the Lord and we are called to be stewards of those blessings. He prioritizes helping clients create tax efficient retirement, estate, and charitable strategies that address top concerns, such as: How do I make sure I don't outlive my money? How will we protect our family and assets from the potential of high healthcare costs in retirement? Once these and other concerns are addressed, Andrew shifts his focus to helping clients create a legacy plan that inspires them, answering similar questions to: How do we pass on not only our assets, but also our values?
Andrew believes strongly in collaboration and knows he would not have achieved his success without his family, teammates, and mentors. His mission is to inspire clients and other financial advisors to join him in creating a billion-dollar impact for charities.
Summary of qualifications and expertise:
Andrew has been in the financial services industry since 2008. He is a member of the Million Dollar Round Table’s (MDRT) Top of the Table, and has qualified each of the last 7 years.* He is the youngest inductee in Thrivent’s history to the Thrivent Charitable Hall of Honor.* Andrew is a Chartered Financial Consultant (ChFC) and sought after speaker in the areas of tax efficient retirement, estate, and charitable strategies. He has been a keynote speaker for Wisconsin’s WFIC convention, spoken multiple years at Thrivent’s Business Development Conference and is a Main Platform Speaker for MDRT’s 2024 Global Conference in Dubai.
About Andrew Mortenson
Andrew believes everything we have is from the Lord and we are called to be stewards of those blessings. He prioritizes helping clients create tax efficient retirement, estate, and charitable strategies that address top concerns, such as: How do I make sure I don't outlive my money? How will we protect our family and assets from the potential of high healthcare costs in retirement? Once these and other concerns are addressed, Andrew shifts his focus to helping clients create a legacy plan that inspires them, answering similar questions to: How do we pass on not only our assets, but also our values?
Andrew believes strongly in collaboration and knows he would not have achieved his success without his family, teammates, and mentors. His mission is to inspire clients and other financial advisors to join him in creating a billion-dollar impact for charities.
Summary of qualifications and expertise:
Andrew has been in the financial services industry since 2008. He is a member of the Million Dollar Round Table’s (MDRT) Top of the Table, and has qualified each of the last 7 years.* He is the youngest inductee in Thrivent’s history to the Thrivent Charitable Hall of Honor.* Andrew is a Chartered Financial Consultant (ChFC) and sought after speaker in the areas of tax efficient retirement, estate, and charitable strategies. He has been a keynote speaker for Wisconsin’s WFIC convention, spoken multiple years at Thrivent’s Business Development Conference and is a Main Platform Speaker for MDRT’s 2024 Global Conference in Dubai.
When asked what inspired me to become a financial advisor, the answer is simple: I want to walk alongside people as they journey through retirement, helping to create clarity and confidence in an often complex and overwhelming transition. It’s about more than just managing money; it’s about helping people steward their wealth wisely, ensuring they are prepared for the future. I also want to help people move beyond financial success and into a place of significance, where they can truly enjoy the fruits of their labor and make an impact on what matters most to them.
One of the most impactful aspects of this profession is the relationships that I get to form and have deepened over the years. Financial planning isn’t just about numbers; it becomes about creating a deeper connection, and over time, these meetings evolve into the opportunity to reconnect with old friends. It’s incredibly fulfilling to witness firsthand the positive changes we can help bring about in our clients’ lives. Nothing compares to the experience of seeing clients retire—an event that’s so monumental and life-changing. Retirement is one of those rare moments that happens in an instant, yet it transforms nearly every aspect of a person’s life, from their social connections to their schedule, hobbies, and responsibilities. I am deeply honored and grateful to be part of this journey, and I remain committed to helping my clients not just retire, but truly thrive in the next chapter of their lives.
When away from the office, Peter enjoys spending time outdoors with his wife, Grace, and son, Loken, and daughter Harvin. He is a former college athlete, and an avid baseball fan.
Summary of qualifications and expertise:
- CFP® (Certified Financial Planner®)
- ChFC® (Chartered Financial Consultant®)
- Bachelor of Science, Finance & Economics, University of Wisconsin-La Crosse
- Finance Committee Chair, Kettlebrook Church
- President of the Board of Directors, Family Promise of Washington County
- Heritage Christian Schools Athletics Hall of Fame Committee Member
About Peter Go
When asked what inspired me to become a financial advisor, the answer is simple: I want to walk alongside people as they journey through retirement, helping to create clarity and confidence in an often complex and overwhelming transition. It’s about more than just managing money; it’s about helping people steward their wealth wisely, ensuring they are prepared for the future. I also want to help people move beyond financial success and into a place of significance, where they can truly enjoy the fruits of their labor and make an impact on what matters most to them.
One of the most impactful aspects of this profession is the relationships that I get to form and have deepened over the years. Financial planning isn’t just about numbers; it becomes about creating a deeper connection, and over time, these meetings evolve into the opportunity to reconnect with old friends. It’s incredibly fulfilling to witness firsthand the positive changes we can help bring about in our clients’ lives. Nothing compares to the experience of seeing clients retire—an event that’s so monumental and life-changing. Retirement is one of those rare moments that happens in an instant, yet it transforms nearly every aspect of a person’s life, from their social connections to their schedule, hobbies, and responsibilities. I am deeply honored and grateful to be part of this journey, and I remain committed to helping my clients not just retire, but truly thrive in the next chapter of their lives.
When away from the office, Peter enjoys spending time outdoors with his wife, Grace, and son, Loken, and daughter Harvin. He is a former college athlete, and an avid baseball fan.
Summary of qualifications and expertise:
- CFP® (Certified Financial Planner®)
- ChFC® (Chartered Financial Consultant®)
- Bachelor of Science, Finance & Economics, University of Wisconsin-La Crosse
- Finance Committee Chair, Kettlebrook Church
- President of the Board of Directors, Family Promise of Washington County
- Heritage Christian Schools Athletics Hall of Fame Committee Member
As a Chartered Financial Analyst, Chris applies experience and judgment to interpret current investment conditions when preparing for client appointments. He has proudly served clients alongside David Granner and COR Financial for over 18 years. The team utilizes capital market expectations to develop strategic and tactical asset allocations aligned with client goals and constraints. Chris also conducts performance evaluations of client portfolios and maintains a comprehensive knowledge of domestic and international financial markets and asset classes.
Chris is married to Debra and is the father of two children, Alyssa and Bradley (Brad).
Summary of qualifications and expertise:
- CFA® (Chartered Financial Analyst)
- Bachelor of Science (Finance), Central Michigan University
About Chris Pugh
As a Chartered Financial Analyst, Chris applies experience and judgment to interpret current investment conditions when preparing for client appointments. He has proudly served clients alongside David Granner and COR Financial for over 18 years. The team utilizes capital market expectations to develop strategic and tactical asset allocations aligned with client goals and constraints. Chris also conducts performance evaluations of client portfolios and maintains a comprehensive knowledge of domestic and international financial markets and asset classes.
Chris is married to Debra and is the father of two children, Alyssa and Bradley (Brad).
Summary of qualifications and expertise:
- CFA® (Chartered Financial Analyst)
- Bachelor of Science (Finance), Central Michigan University
Molly oversees all the office operations which includes managing all administrative functions of our team and have done so for over 20 years. She cares deeply that we continually improve our systems to help you accomplish your goals in a timely manner and give your financial processes the extreme attention that they deserve.
Molly is married to Craig, with two children: Emily and Noah.
Summary of qualifications and expertise:
- Bachelor of Arts (Business Administration), Siena Heights University
- Associate of Arts (Psychology), Siena Heights University
About Molly Berner
Molly oversees all the office operations which includes managing all administrative functions of our team and have done so for over 20 years. She cares deeply that we continually improve our systems to help you accomplish your goals in a timely manner and give your financial processes the extreme attention that they deserve.
Molly is married to Craig, with two children: Emily and Noah.
Summary of qualifications and expertise:
- Bachelor of Arts (Business Administration), Siena Heights University
- Associate of Arts (Psychology), Siena Heights University
Samantha supports office operations and strives to ensure positive customer experiences. With a strong dedication to prioritizing clients, she places a great emphasis on enhancing financial literacy and customizing strategies to effectively achieve your goals. Her commitment to efficiency ensures that objectives are not only met but exceeded.
Outside of the office, Samantha enjoys embarking on road trips, hiking adventures, and strolling through farmers markets with her husband, Austin.
Summary of qualifications and expertise:
- Bachelor of Arts (Early Childhood Education), The University of Toledo
- Master of Arts (Educational Leadership), Central Michigan University
- Passed Examinations: Series 7, Series 66, State of MI Resident Producer in Accident, Health, Life, and Variable Annuities
States Licensed: MI, WI
About Samantha Maddox
Samantha supports office operations and strives to ensure positive customer experiences. With a strong dedication to prioritizing clients, she places a great emphasis on enhancing financial literacy and customizing strategies to effectively achieve your goals. Her commitment to efficiency ensures that objectives are not only met but exceeded.
Outside of the office, Samantha enjoys embarking on road trips, hiking adventures, and strolling through farmers markets with her husband, Austin.
Summary of qualifications and expertise:
- Bachelor of Arts (Early Childhood Education), The University of Toledo
- Master of Arts (Educational Leadership), Central Michigan University
- Passed Examinations: Series 7, Series 66, State of MI Resident Producer in Accident, Health, Life, and Variable Annuities
States Licensed: MI, WI
Allison specializes in leveraging innovative technology tools to enhance office operations and elevate marketing strategies. With a creative vision and a systematic approach to excellence, Allison thrives on turning ideas into impactful solutions that leave a lasting impression. She firmly believes in serving every client with personalized attention to ensure their unique goals are not only met but exceeded.
Outside of the office, Allison enjoys spending time with her husband, Scott, and children, Addison, Amelia, Asher and Alonnah. She is a former college athlete (tennis) and loves coaching and playing all sports with her family. Allison loves being involved in their church at Bend City, where they serve as small group leaders.
Summary of qualifications and expertise:
- Bachelor of Arts (Mathematics and Secondary Education minor), Lewis University
About Allison Hall
Allison specializes in leveraging innovative technology tools to enhance office operations and elevate marketing strategies. With a creative vision and a systematic approach to excellence, Allison thrives on turning ideas into impactful solutions that leave a lasting impression. She firmly believes in serving every client with personalized attention to ensure their unique goals are not only met but exceeded.
Outside of the office, Allison enjoys spending time with her husband, Scott, and children, Addison, Amelia, Asher and Alonnah. She is a former college athlete (tennis) and loves coaching and playing all sports with her family. Allison loves being involved in their church at Bend City, where they serve as small group leaders.
Summary of qualifications and expertise:
- Bachelor of Arts (Mathematics and Secondary Education minor), Lewis University
Janell is dedicated to providing exceptional customer service and helping others reach their full potential. She takes pride in ensuring clients feel seen, heard, and valued as part of the dynamic team at COR Financial.
Outside of work, Janell enjoys outdoor activities with her husband, Paul, and their family, who live in Minnesota and Wisconsin. Her hobbies include baking, crocheting, hiking, kayaking, and stand-up paddleboarding.
Summary of qualifications and expertise:
- Bachelor of Science (Management), University of Phoenix
- Associates of Science (Fashion Merchandising), Lowthian College
About Janell Stevens
Janell is dedicated to providing exceptional customer service and helping others reach their full potential. She takes pride in ensuring clients feel seen, heard, and valued as part of the dynamic team at COR Financial.
Outside of work, Janell enjoys outdoor activities with her husband, Paul, and their family, who live in Minnesota and Wisconsin. Her hobbies include baking, crocheting, hiking, kayaking, and stand-up paddleboarding.
Summary of qualifications and expertise:
- Bachelor of Science (Management), University of Phoenix
- Associates of Science (Fashion Merchandising), Lowthian College
Ashly is deeply committed to enhancing the overall client experience. From the initial phone call to a client’s arrival at the office, her priority is to ensure that everyone feels truly valued and cared for. Embracing a servant-first approach, she is dedicated to supporting both clients and colleagues and cultivating a collaborative team environment that balances efficiency with meaningful relationships.
In her personal time, Ashly enjoys exploring the beauty of God’s creation, cherishing moments with loved ones, leading music worship with friends, and serving in her local church, Kettlebrook.
Summary of qualifications and expertise:
- Choir Support Instructor
- Coordinator of Children's Programs - Nonprofit serving individuals with disabilities
- Special Education Paraprofessional
About Ashly Kammerer
Ashly is deeply committed to enhancing the overall client experience. From the initial phone call to a client’s arrival at the office, her priority is to ensure that everyone feels truly valued and cared for. Embracing a servant-first approach, she is dedicated to supporting both clients and colleagues and cultivating a collaborative team environment that balances efficiency with meaningful relationships.
In her personal time, Ashly enjoys exploring the beauty of God’s creation, cherishing moments with loved ones, leading music worship with friends, and serving in her local church, Kettlebrook.
Summary of qualifications and expertise:
- Choir Support Instructor
- Coordinator of Children's Programs - Nonprofit serving individuals with disabilities
- Special Education Paraprofessional
Stefani is dedicated to her role on the Client Experience Team, providing customer service through answering phone calls on the first ring, greeting clients with hospitality and engagement, and supporting other team members. One of Stefani’s goals is to ensure that each client has a positive experience.
Outside of the office, Stefani is pursuing a Master’s in Social Work with a passion to give back to fellow veterans. She also enjoys exercising, playing sports, and spending time with her husband, Blaine, and their two dogs, DaVinci and Bellatrix.
Summary of qualifications and expertise:
- Navy Veteran, 6 years active
- Bachelor of Science (Criminal Justice), San Diego State University
About Stefani Bryant
Stefani is dedicated to her role on the Client Experience Team, providing customer service through answering phone calls on the first ring, greeting clients with hospitality and engagement, and supporting other team members. One of Stefani’s goals is to ensure that each client has a positive experience.
Outside of the office, Stefani is pursuing a Master’s in Social Work with a passion to give back to fellow veterans. She also enjoys exercising, playing sports, and spending time with her husband, Blaine, and their two dogs, DaVinci and Bellatrix.
Summary of qualifications and expertise:
- Navy Veteran, 6 years active
- Bachelor of Science (Criminal Justice), San Diego State University