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:
- CERTIFIED FINANCIAL PLANNERTM
- Bachelor of Business Administration, University of Michigan
- Master of Business Administration, Eastern Michigan University
- More than $310 Million in managed account assets as of June 2024.
- Numerous industry awards, Top of the Cabinet-Million Dollar Round Table, 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.
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:
- CERTIFIED FINANCIAL PLANNERTM
- Bachelor of Business Administration, University of Michigan
- Master of Business Administration, Eastern Michigan University
- More than $310 Million in managed account assets as of June 2024.
- Numerous industry awards, Top of the Cabinet-Million Dollar Round Table, 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.
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.
As a CERTIFIED FINANCIAL PLANNERTM, Peter comprehensively analyzes your financial landscape by providing personalized recommendations to ensure you are well positioned to reach your goals. Peter’s personal concern for the client and vast financial knowledge inform his personalized care for each and every client. Peter co-chairs the COR Financial investment committee with Director of Investment Operations, Chris Pugh, CFA®.
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. He’s served as co-host of the Barrel Banter Podcast with his brother, David since 2020. Peter is involved in various local organizations including Kettlebrook Church, Family Promise of Washington County, and Ozaukee Christian School.
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
- Board Member, Family Promises of Washington County
- Finance Advisory Team Member, Ozaukee Christian School
About Peter Go
As a CERTIFIED FINANCIAL PLANNERTM, Peter comprehensively analyzes your financial landscape by providing personalized recommendations to ensure you are well positioned to reach your goals. Peter’s personal concern for the client and vast financial knowledge inform his personalized care for each and every client. Peter co-chairs the COR Financial investment committee with Director of Investment Operations, Chris Pugh, CFA®.
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. He’s served as co-host of the Barrel Banter Podcast with his brother, David since 2020. Peter is involved in various local organizations including Kettlebrook Church, Family Promise of Washington County, and Ozaukee Christian School.
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
- Board Member, Family Promises of Washington County
- Finance Advisory Team Member, Ozaukee Christian School
With my Certified Financial Analyst designation, I use my experience and judgement to interpret current investment conditions when preparing for client appointments. I've graciously served clients along side of David Granner and COR Financial for over 18 years. Our team utilizes capital market expectations and develops strategic and tactical asset allocations in accordance with client goals and constraints. I also complete performance evaluations of client portfolios and maintain a broad knowledge base of domestic and international financial markets and asset classes.
I am married to Deborah and have two children: Alyssa and Bradley (Brad).
Summary of qualifications and expertise:
- Certified Financial Analyst
- Bachelor of Science (Finance), Central Michigan University
About Chris Pugh
With my Certified Financial Analyst designation, I use my experience and judgement to interpret current investment conditions when preparing for client appointments. I've graciously served clients along side of David Granner and COR Financial for over 18 years. Our team utilizes capital market expectations and develops strategic and tactical asset allocations in accordance with client goals and constraints. I also complete performance evaluations of client portfolios and maintain a broad knowledge base of domestic and international financial markets and asset classes.
I am married to Deborah and have two children: Alyssa and Bradley (Brad).
Summary of qualifications and expertise:
- Certified 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 and loves coaching and playing all sports with her family. Allison is involved in a variety of local organizations including Bend City Church, Safe Families, and Seed of Hope.
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 and loves coaching and playing all sports with her family. Allison is involved in a variety of local organizations including Bend City Church, Safe Families, and Seed of Hope.
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 Skiendziel
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