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 began his career in financial services in 2008. He became the youngest person ever inducted into the Thrivent Charitable Hall of Honor in 2020. Andrew’s aim is to encourage both clients and fellow advisors to help him create a multi-billion-dollar impact for charitable organizations. His team works closely with clients to develop tailored strategies that support both family goals and meaningful causes. In August 2024, Andrew presented on the Main Platform at the Million Dollar Round Table's Global Conference in Dubai, where he taught over 6,000 leading financial advisors how to build client-focused, mission-driven advisory practices. His specialties include tax-efficient retirement income generation, estate planning, charitable giving, and tax reduction strategies.
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 began his career in financial services in 2008. He became the youngest person ever inducted into the Thrivent Charitable Hall of Honor in 2020. Andrew’s aim is to encourage both clients and fellow advisors to help him create a multi-billion-dollar impact for charitable organizations. His team works closely with clients to develop tailored strategies that support both family goals and meaningful causes. In August 2024, Andrew presented on the Main Platform at the Million Dollar Round Table's Global Conference in Dubai, where he taught over 6,000 leading financial advisors how to build client-focused, mission-driven advisory practices. His specialties include tax-efficient retirement income generation, estate planning, charitable giving, and tax reduction strategies.
I’m passionate about walking alongside people at one of the most consequential transitions of their lives—when their time, resources, and energy can be redirected toward what matters most. As people approach the point of saying, “I’m done,” the questions are rarely just financial. They’re about confidence, purpose, and whether everything they’ve built will truly support the life they envision. My role is to provide the clarity and confidence needed to step forward, knowing the next chapter is sustainable and secure.
This work goes far beyond managing portfolios. It’s about stewardship—helping people align their resources with their values and prepare wisely for what’s ahead. I work almost exclusively with generous Christians who want to enjoy the fruit of their labor while also living with purpose and impact. For some, that means discovering new opportunities for generosity. For others, it means amplifying a generosity that’s already deeply rooted.
One of the most meaningful aspects of this profession is the relationships that develop over time. Strategy meetings become trusted conversations. Clients become friends. And few experiences compare to watching someone confidently close one chapter and step into the next with peace, freedom, and intention. Being invited into this pivotal season of life—and seeing clients move forward with confidence and purpose—is both humbling and deeply rewarding.
When away from the office, I enjoy spending time outdoors with my wife, Grace, and three kids. I am a coach, an avid Brewers fan, and a former college athlete.
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
About Peter Go
I’m passionate about walking alongside people at one of the most consequential transitions of their lives—when their time, resources, and energy can be redirected toward what matters most. As people approach the point of saying, “I’m done,” the questions are rarely just financial. They’re about confidence, purpose, and whether everything they’ve built will truly support the life they envision. My role is to provide the clarity and confidence needed to step forward, knowing the next chapter is sustainable and secure.
This work goes far beyond managing portfolios. It’s about stewardship—helping people align their resources with their values and prepare wisely for what’s ahead. I work almost exclusively with generous Christians who want to enjoy the fruit of their labor while also living with purpose and impact. For some, that means discovering new opportunities for generosity. For others, it means amplifying a generosity that’s already deeply rooted.
One of the most meaningful aspects of this profession is the relationships that develop over time. Strategy meetings become trusted conversations. Clients become friends. And few experiences compare to watching someone confidently close one chapter and step into the next with peace, freedom, and intention. Being invited into this pivotal season of life—and seeing clients move forward with confidence and purpose—is both humbling and deeply rewarding.
When away from the office, I enjoy spending time outdoors with my wife, Grace, and three kids. I am a coach, an avid Brewers fan, and a former college athlete.
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
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
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
Janell leads with passion for building strong relationships and creating positive client journeys. She ensures that every client feels supported and valued at every stage of the process. With expertise in client engagement and operational excellence, she champions a culture of collaboration, innovation, and care at every touchpoint.
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 leads with passion for building strong relationships and creating positive client journeys. She ensures that every client feels supported and valued at every stage of the process. With expertise in client engagement and operational excellence, she champions a culture of collaboration, innovation, and care at every touchpoint.
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
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, strolling through farmers markets, and spending time with her husband, Austin and son, Wyatt.
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, strolling through farmers markets, and spending time with her husband, Austin and son, Wyatt.
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
Jerred supports office operations and is committed to providing positive client experiences.
When outside of the office, Jerred enjoys exercising, playing sports, going on walks, and cooking. He is a former college athlete.
Summary of qualifications and expertise:
- Bachelor of Business Administration (Finance), University of Wisconsin Whitewater
- Completed Financial Planning curriculum offered at the University
- Passed Examinations: Series 7, Series 66, State of WI Resident Producer in Accident, Health, Life, and Variable Annuities
About Jerred Grell
Jerred supports office operations and is committed to providing positive client experiences.
When outside of the office, Jerred enjoys exercising, playing sports, going on walks, and cooking. He is a former college athlete.
Summary of qualifications and expertise:
- Bachelor of Business Administration (Finance), University of Wisconsin Whitewater
- Completed Financial Planning curriculum offered at the University
- Passed Examinations: Series 7, Series 66, State of WI Resident Producer in Accident, Health, Life, and Variable Annuities
Brady is a purpose-driven professional dedicated to helping individuals and families achieve financial clarity and confidence. He focuses on serving others by helping build secure financial futures through a personalized, values-based approach. His mission is to passionately deliver caring, creative, and holistic financial guidance, with God’s help, through a disciplined and systematic approach to excellence.
He believes that true financial guidance is about more than just numbers. It’s about understanding people and relationships, and helping them navigate their journeys with a focus on their long-term goals. He is committed to providing dedicated service for clients to make informed, confident decisions about their futures.
Outside of the office, Brady enjoys attending sporting events and concerts, traveling, reading self-development and philosophical books, listening to podcasts, and spending time with friends and family. He loves sports such as football, baseball, basketball, and golf. He also played rugby in college.
Summary of qualifications and expertise:
- Bachelor of Arts (Economics), College of the Holy Cross
- Bachelor of Arts (Philosophy), College of the Holy Cross
- Passed Examinations: Series 7 and Series 66
About Brady Higgins
Brady is a purpose-driven professional dedicated to helping individuals and families achieve financial clarity and confidence. He focuses on serving others by helping build secure financial futures through a personalized, values-based approach. His mission is to passionately deliver caring, creative, and holistic financial guidance, with God’s help, through a disciplined and systematic approach to excellence.
He believes that true financial guidance is about more than just numbers. It’s about understanding people and relationships, and helping them navigate their journeys with a focus on their long-term goals. He is committed to providing dedicated service for clients to make informed, confident decisions about their futures.
Outside of the office, Brady enjoys attending sporting events and concerts, traveling, reading self-development and philosophical books, listening to podcasts, and spending time with friends and family. He loves sports such as football, baseball, basketball, and golf. He also played rugby in college.
Summary of qualifications and expertise:
- Bachelor of Arts (Economics), College of the Holy Cross
- Bachelor of Arts (Philosophy), College of the Holy Cross
- Passed Examinations: Series 7 and Series 66
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
Megan is dedicated to delivering a positive and engaging client experience at every touchpoint. From developing compelling marketing materials and organizing memorable events to providing attentive client support, her goal is to reflect our shared commitment to excellence and authentic relationship-building.
Outside of the office, Megan enjoys spending quality time with family and friends, as well as engaging in outdoor activities such as boating and hiking. Her hobbies include baking, crafting, and exploring new travel destinations.
Summary of qualifications and expertise:
- Bachelor of Arts (Communication), Southern New Hampshire University
About Megan Reseburg
Megan is dedicated to delivering a positive and engaging client experience at every touchpoint. From developing compelling marketing materials and organizing memorable events to providing attentive client support, her goal is to reflect our shared commitment to excellence and authentic relationship-building.
Outside of the office, Megan enjoys spending quality time with family and friends, as well as engaging in outdoor activities such as boating and hiking. Her hobbies include baking, crafting, and exploring new travel destinations.
Summary of qualifications and expertise:
- Bachelor of Arts (Communication), Southern New Hampshire University
Paige is part of the Client Experience Team and plays an important role in supporting both clients and team members. From answering phones and greeting clients to assisting with daily needs, she is committed to making sure every client feels valued and well cared for. Paige takes pride in helping things run efficiently while maintaining a high standard of service and attention to detail.
When she’s not at the office, Paige enjoys expressing her creativity through painting and drawing, reading, baking, and spending time with the people she loves.
Summary of qualifications and expertise:
- Director of Operations – Kids Ministry
- Project Manager
About Paige Cusimano
Paige is part of the Client Experience Team and plays an important role in supporting both clients and team members. From answering phones and greeting clients to assisting with daily needs, she is committed to making sure every client feels valued and well cared for. Paige takes pride in helping things run efficiently while maintaining a high standard of service and attention to detail.
When she’s not at the office, Paige enjoys expressing her creativity through painting and drawing, reading, baking, and spending time with the people she loves.
Summary of qualifications and expertise:
- Director of Operations – Kids Ministry
- Project Manager