We are here to assist and support every step of the way. The following case studies provide insight to our team and our resources.
WE ARE PROCORE ADVISORS
KEEP IT SIMPLE
Most problems are solved with simple solutions. We thoroughly explore the questions we are trying to answer, starting with one idea at a time and breaking it down to terms that are easy to understand. After listening to the client, and working through the issues we provide solutions that our clients can focus on. Keeping it simple allows us to communicate better with our clients and reach for better outcomes.
“The simplest and most direct solution with the fewest number of steps is usually the correct answer to any problem.”
– William of Ockman, centuries ago…..
WHY CHOOSE US?
David's expertise in financial services is focused on wealth management and preservation, business succession and family legacy planning with over 18 years of financial services industry experience.David Hicok, ChFC / LinkedIn
Keythe is a Certified Financial Planner™ with over 30 years in financial services, 15 of those years at senior-level management. She is CCO and co-founder of ProCore Advisors, LLC with a focus on helping women in transition with growing and preserving their personal wealth.Keythe Aguilar, CFP® / LinkedIn
Bryan is a Certified Financial Planner ™ and Certified Investment Management Analyst ™ practitioner specializing in Investment Management, Strategic Planning, Personal and Commercial Insurance Services, Forecasting and Modeling, Tax and Estate Planning Techniques.Bryan Ward, CFP®,CIMA® / LinkedIn
Your relationship with your money drives our financial behavior and your financial behavior determines your financial circumstances. Jennifer is a therapist and financial social worker and offers a wide range of coaching programs and services focused on thinking and behavior around money.Jennifer Berger, MSW, ACSW, FSW
Jessica is a seasoned Administrative Assistant with extensive experience in financial services and the related task. Jessica is able to tailor her skills to meet the needs of our various clients.Jessica Willin