This Women’s History Month, we’re proud to recognize the women on our Administrative Team and the heart they bring to their work each day!
We asked what inspires them most in their roles at COR Financial:
❤️ “My family is my greatest inspiration and the reason I’m passionate about the work I do. Being part of COR Financial means working for a company that genuinely values each individual and the families behind them.”
❤️ “The ability to help others succeed and empower them to do their best work is what drives me most. I’m inspired by building processes that support people and strengthen our team.”
❤️ “I’m continually inspired by the people I interact with every day at COR Financial. Supporting teammates and connecting with clients — those relationships are the most rewarding part of what I do.”
We are so grateful for the care, dedication, and support they bring to our team and the families we serve!
#CORFinancialGroup #WomensHistoryMonth #AdministrationAppreciation #StrongerTogether
This Women’s History Month, we’re proud to recognize the women on our Client Experience Team and the care they bring to every interaction!
We asked what inspires them most in their roles at COR Financial:
❤️ “I’m inspired by the opportunity to serve others through hospitality and thoughtful care. Creating spaces where people feel welcomed and valued is something I find deeply meaningful.”
❤️ “What motivates me most at COR Financial is guiding others toward their potential and being part of a collaborative team where everyone brings unique strengths. Supporting people’s growth and streamlining processes for efficiency are highlights of my role.”
❤️ “What inspires me most is building relationships with our clients and helping create a positive, supportive experience every time they interact with our team.”
We are so grateful for the warmth, professionalism, and dedication they bring to our team and the families we serve each day!
#CORFinancialGroup #WomensHistoryMonth #ClientExperienceAppreciation #StrongerTogether
Happy Birthday, Chris! 🎉
Today we’re celebrating a dedicated and valued member of our team.
As a Chartered Financial Analyst (CFA®️), Chris brings experience and thoughtful insight to every client interaction. For more than 18 years, he has proudly served clients alongside David Granner and the COR Financial team, helping develop investment strategies aligned with client goals and conduct portfolio performance evaluations.
When asked what he appreciates most about working at COR, Chris shared that he values the strong emphasis on teamwork, client service excellence, and ongoing professional development. He finds it especially gratifying to contribute to the firm’s focus on delivering quality financial guidance and building lasting client relationships.
Outside of the office, Chris enjoys time with his wife, Debra, and their two children, Alyssa and Brad. And when it’s time to celebrate, mint chip ice cream is his birthday dessert of choice! 🍨
Happy Birthday, Chris — we’re grateful for your leadership and dedication, and we wish you a fantastic year ahead!
#CORFinancialGroup #TeamSpotlight #HappyBirthday See thrivent.com/social for important disclosures.
Spring forward! ⏰
Daylight Saving Time starts this Sunday — set your clocks ahead one hour and enjoy the extra evening sunshine!
#CORFinancialGroup #DaylightSavingTime #SpringForward
Happy Employee Appreciation Day!
Today we want to recognize the amazing individuals who make up the COR Financial team. Your dedication, teamwork, and commitment to serving others are what make our work meaningful every day!
We are thankful for the care and excellence you bring to everything you do. Our team truly is our greatest strength. ❤️
#CORFinancialGroup #EmployeeAppreciationDay #ThankYouTeam
Happy Employee Appreciation Day!
Today we want to recognize the amazing individuals who make up the COR Financial team. Your dedication, teamwork, and commitment to serving others are what make our work meaningful every day!
We are thankful for the care and excellence you bring to everything you do. Our team truly is our greatest strength. ❤️
#CORFinancialGroup #EmployeeAppreciationDay #ThankYouTeam
Join us for a Thriving in Your Golden Years webinar on March 10th at 7pm ET! 💛
Unlock expert strategies for retirement income, estate planning and tax-smart investing with insights from our special guest speaker! RSVP today at https://bit.ly/NPAMarch10
#CORFinancialGroup #ThrivingInYourGoldenYears #RetirementPlanning
No products will be sold. See thrivent.com/social for additional disclosures.
A little financial housekeeping goes a long way. 🌷Review, rebalance, and refresh your plan this season!
Ready for a spring check-in? Let’s schedule a time to connect.
#CORFinancialGroup #FinancialSpringCleaning #FinancialWellness
Tax season can feel overwhelming — but accessing your documents doesn’t have to be.
Most tax forms are now available in the Tax Resource Center. If you need help locating anything or have questions along the way, our team is here to support you!
#CORFinancial #TaxSeason #TaxForms
At COR Financial Group, generosity is at the heart of what we do. ❤️
Did you know eligible Thrivent members have Choice Dollars®️ they can direct to churches and nonprofits they care about — at no additional cost?
Through this program:
→ Choose from 45,000+ organizations
→ Over $618 million has already been distributed
→ Make a real impact on the causes close to your heart
It’s a simple way to extend your impact and strengthen the communities you love!
Browse eligible organizations here: https://choice-org-search.apps.thrivent.com/
Not sure if you’re eligible or need help directing your Choice Dollars®️? Stop in, message us, or give us a call — we’d love to help!
#CORFinancialGroup #ThriventChoiceDollars #LiveGenerously #CommunityImpact
Happy Birthday, Jerred! 🎉
Today we’re celebrating a valued member of our team who helps keep everything running smoothly behind the scenes.
Jerred supports our office operations and is committed to creating positive experiences for every client we serve. His steady presence and dedication play an important role in helping our team deliver excellence each day.
Jerred shares that his favorite part of working at COR is being able to work with a great, caring team while helping amazing clients with their financial needs, wants, and goals.
Outside of the office, Jerred enjoys exercising, playing sports, going on walks, and cooking. And when it comes to birthday food, smash burgers are his favorite! 🍔
Happy Birthday, Jerred—wishing you a fantastic year ahead!
#CORFinancialGroup #TeamSpotlight #HappyBirthday
Happy Birthday, Ashly! 🎉
Today we’re celebrating someone who brings warmth, care, and intentionality to everything she does at COR!
Ashly is deeply committed to enhancing the overall client experience. With a servant-first mindset, she supports both clients and colleagues while helping cultivate a collaborative team environment rooted in both excellence and meaningful relationships.
Ashly shares that her favorite part about working at COR is her colleagues and our clients. She loves working alongside a team that genuinely cares for and serves one another, and she especially enjoys serving clients, hearing their life stories, and building lasting relationships!
Outside of the office, Ashly enjoys exploring the beauty of God’s creation, cherishing time with loved ones, leading worship with friends, and serving at her local church, Kettlebrook. And when it comes to birthday treats, tiramisu is her favorite! 🍰
Happy Birthday, Ashly—wishing you a joyful and blessed year ahead!
#CORFinancialGroup #TeamSpotlight #HappyBirthday
Protect who you love this February! ❤️
Love means more than gifts and gestures—it means putting thoughtful plans in place for the people who matter most. From reviewing beneficiaries to establishing estate plans, we’re here to help guide the financial conversations that protect what you’ve built and the ones you love most.
Protect who you love—let’s plan ahead together!
#CORFinancialGroup #ProtectWhoYouLove #FinancialConverations
See thrivent.com/social for important disclosures.
In honor of Random Acts of Kindness Day, our West Bend and Ann Arbor offices stopped by our local fire departments to share a small treat and a big thank you. 🍩❤️
We are incredibly grateful for the men and women who serve and protect our communities each day. Your dedication, courage, and sacrifice do not go unnoticed — thank you for all that you do! 🚒
#CORFinancialGroup #RandomActsOfKindnessDay #ThankYouFirefighters
Today is Random Act of Kindness Day! ❤️
Take a moment to share some love and spread a little extra kindness in your community — big or small, it all makes a difference.
Let us know in the comments what act of kindness you did today!
#CORFinancialGroup #RandomActOfKindnessDay #SpreadKindness
This Valentine’s Day, we’re celebrating the kind of love that plans ahead and grows stronger over time — because building a secure future for those you love is one of the greatest ways to say, “I love you.” ❤️
#CORFinancialGroup #ValentinesDay #FinancialPlanning #PlanWithPurpose
On February 17th, we’re spreading some love with a Random Act of Kindness—and we’d love your help! ❤️
Who in our community deserves a little extra kindness? Nominate them for a surprise like:
🛒 Groceries for families in need
🍩 Donuts for local first responders
☕ Coffee gift cards for healthcare workers
💐 Flowers and cards for shut-ins
Nominate someone in the comments or send us a message with their story. Let’s make someone’s day a little brighter!
#CORFinancialGroup #RandomActOfKindness #SpreadKindness
Every great win starts with a solid game plan. Following Super Bowl Sunday, we’re breaking down the X’s and O’s of tax efficiency—because smart strategy matters just as much off the field as it does on it! 🏈
Do you have a game plan for tax season? Let’s review your strategy and make sure every play is designed with you in mind!
#CORFinancial #SuperBowlSunday #FinancialStrategy #TaxEfficiency #GamePlanForSuccess
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional. See thrivent.com/social for important disclosures.
We’ve always believed humanity thrives when people are empowered to create the change that matters most to them. Sharing your money and assets with others is one way you can give from the heart and help support the people and causes dearest to you.
Whether you want to leave a legacy for those you love, support your church or community, or give back to nonprofits you care about, intentional planning can help take the complexity out of giving. When generosity is aligned with your values, it becomes more than a moment — it becomes lasting impact.
These charitable numbers represent hope in action, joy shared, and meaningful support for the causes that matter most. ❤️
Learn more about value-based planning here: https://www.thrivent.com/cor-value-based-planning
#CORFinancial #ValueBasedPlanning #CharitableGiving #GivingWithPurpose
There are two doors to your retirement future—one helps ensure you have enough income, the other may fall short. To begin, ask yourself if you know where your assets are. What is your top risk in retirement? How can you create guaranteed income? Find answers at this informational workshop.
Interested in more information? Register here: https://bit.ly/2DoorsCOR
#Thrivent #2DoorsToRetirement #RetirementPlanning
No products will be sold.
Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.
36369M N10-24