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 help 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 

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 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

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 Grell is a dedicated financial professional who brings strong investment knowledge and market awareness. He specializes in preparing for client engagements, supporting daily cashiering needs, and translating complex financial strategies into clear, actionable plans aligned with each client’s goals and values.

Committed to staying current on domestic and global markets, Jerred contributes meaningful insight that helps clients make confident, informed decisions. What drives him most is seeing the real impact of his work—knowing that the support he provides, both day-to-day and long-term, makes a meaningful difference in people’s lives.

Outside of the office, Jerred enjoys spending time with family and friends while staying active through exercise, sports, and competing in combat sports such as jiu-jitsu and MMA. He also enjoys going for walks and cooking. Jerred is a former collegiate athlete, having competed in both wrestling and rugby.

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
• States Licensed: CT, MA, MI Insurance Lic. #22218858

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

Intern

Jeremiah believes that true financial guidance is about far more than just solving a math problem. Money is deeply personal and emotional, and Jeremiah's passion lies in walking alongside individuals and families as a trusted thought partner. Rather than taking over the boat or projecting his own beliefs onto a client's situation, he focuses on providing the wisdom, clarity, and resources clients need to make informed, confident decisions for their own futures.

Driven by a deep conviction for true stewardship, Jeremiah understands that wealth is a tool to be managed wisely, not a goal to be chased. He brings a grounded, relational perspective to the team, dedicated to helping clients align their resources with their deeply held values so they can experience true peace of mind.

Outside of the office, Jeremiah is committed to serving his community and serves on the board of directors for Family Promise of Washington County. He enjoys a vibrant life off the clock, balancing his time between playing guitar, reading, and spending quality time with friends and family.

Summary of Qualifications and Expertise:

• Pursuing Bachelor of Science in Finance, Concordia University Wisconsin
• Passed Examinations: Series 7 (General Securities Representative)
• Passed Examinations: Series 66 (Uniform Combined State Law)
• Licensed Life & Health Insurance Agent
• Board Member, Family Promise of Washington County

Intern

Nolan is passionate about helping people make wise financial decisions and build a strong foundation for their future. As a Licensed Operations Professional, he supports the advisory team through client service, account administration, and operational support to help ensure clients receive a smooth and positive experience. He enjoys learning about financial planning and is committed to serving others with integrity and care.

Outside of the office, Nolan enjoys strength training, following sports, participating in Bible studies, and spending time with family and friends. He values opportunities to grow in his faith, invest in meaningful relationships, and continue developing both personally and professionally.

Summary of qualifications and expertise:

• Pursuing Bachelor of Business Administration in Finance, University of Wisconsin–Whitewater
• Pursuing the Financial Planning curriculum offered at the University of Wisconsin–Whitewater
• Passed Examinations: FINRA Series 7 and Series 66
• Wisconsin Resident Producer in Life, Accident & Health, and Variable Annuities

For Rebecca, being a Client Experience Coordinator at COR Financial Group is about much more than office management, filing, and answering phones—it’s about people. With a career rooted in education, customer service, and leadership, Rebecca seeks to create a smooth, welcoming experience for every client who walks through the door or calls in to the office. 

Rebecca enjoys organization, but she loves when she has the opportunity to talk with clients and hear their stories. She also loves how the team at COR Financial empowers clients to use their financial resources as a tool to bless the people and charities they care about most. 

When not in the office, Rebecca can be found chasing sunshine at the beach, seeking thrills at theme parks, or making memories with family—especially making time to love on her sweet nieces and nephews. 

Summary of Qualifications and Expertise:

• Bachelor of Arts (Elementary Education with Endorsement in Practical Leadership), Trinity International University 
• Passed Examinations: FINRA Series 7