803.941.4440 | Chapin, SC
Thomas Gore is the Founder and President of Core Advisors, Ltd. His belief in comprehensive, holistic financial planning built on a foundation of proactive personal service is the structure on which Core Advisors was founded.
After just a few short years of working in traditional brokerage environments, Thomas knew he was meant to practice as a consultant, not a salesperson. Since 2002 Thomas has worked to build a fee-only consulting firm removing any bias from the traditional product sales seen so often today.
His vast experience has allowed him to build a firm that is solely focused on the client, not anyone or anything else.
“We are hired by, and work solely for our client.
There is no one affecting the relationship with our clients, or the advice we give.”
Thomas has worked with clients from career onset to enjoying retirement, and has developed strategies to help with each facet of life. With an intimate knowledge of the dental profession, Thomas has developed a niche specialty dedicated to dental professionals helping them incorporate all aspects of their personal and business planning to provide a structured, clear strategy yielding a life focused on what is truly important to them, and a practice designed around their life.
Thomas is a Certified Financial Planner™ practitioner and a graduate from Presbyterian College with a BS in Business Administration.
Thomas is not only active in his professional community where he has served several terms on the board of the Financial Planning Association, but his and his family are very active in his local community. Thomas currently serves as chair of Staff-Parish Relations Committee at his church, Chapin United Methodist. He has served on the Student Improvement Counsel of Chapin Elementary, as President of the Rotary Club of Chapin Sunrise, and on the board of directors for the Chapin Chamber of Commerce, as well as many other roles.
He says his favorite achievement is his two daughters, McEwen and Mullins. His interests include spending time with his wife, Edie, and enjoying their family and friends that bless their lives daily. He can also be found on the golf course and enjoying beautiful Lake Murray.
Who We Are
We want to know who you are. Planning means getting to know you, your business, your dreams and your family.
So we'll tell you a bit about ours....
Thomas Gore, CPA, CFP®
Founder of Core Advisors
Katie's entire planning career has been in the field of fee-only financial planning, focusing on developing strategies that are in clients' best interests. As a graduate from University of South Carolina in Economics and Finance, Katie initially chose to work outside the field because of the conflicts within typical brokerage firms. Shortly thereafter, Katie was given a great opportunity in financial planning where she earned her CFP® designation and began serving clients. After a decade in the industry, Katie joined Core Advisors in 2015 to bring her portfolio development experience to a team of innovative thinkers. She has been quoted in several publications and speaks on various financial planning topics.
As a Level III CFA Candidate, Katie serves on the CFA Society of South Carolina's committee for Women in Investment Management.
A native South Carolinian, Cathy was born in Charleston, SC while her father was enrolled at MUSC’s Dental College. Graduating with Bachelors of Science in Accounting and Management from the University of South Carolina, she has always been interested in helping individuals and businesses reduce their taxes and save for future endeavors. In 1998 she began her financial planning career. Cathy worked for various financial planning firms before joining Core Advisors in 2012 which cemented her love of fee-only financial planning. Having a comprehensive knowledge of all aspects of a client’s financial situation and giving advice based off what is best for the client has always been her goal.
Cathy’s daughter, McKenna, is the love of her life. Experiencing life through her eyes always makes life more fun. Cathy loves remodeling projects and so far has expanded many of her skills with the help of YouTube and trial and error.
Clair is a native to Chapin and returned back home to join Core Advisors in 2012. Prior to that, Clair's background has been in organizing and serving clients in the medical field for 9 years including pain management and neurology. At Core Advisors, Clair is responsible for day to day client contact and ensuring everyone's needs are met. Clair and her husband, Benji, live in Pomaria with their sons, Jackson and Mason.
Ken Fitzgerald, CPA
Director of Accounting & Tax
Ken graduated from the University of South Carolina in Accounting and Finance and joined a regional accounting firm as a staff accountant. Nine years later he was promoted to partner and managed the audits, consulting, and tax for a diverse client base. In 1998, Ken and two other CPA’s spun off and formed Fitzgerald, McKinney, Kyle & Co. where he was the managing partner. Then in 2001, Ken sold his interest and joined a large heavy highway contractor as the CFO. This contractor operated in seven states and the Caribbean primarily designing and building road and bridge projects.
For the past several years, Ken has run a consulting firm specializing in accounting internal control design and implementation, internal and external financial reporting, designing management analytic reports, and training accounting staff.
His wife, Macie, is an elementary school teacher. They have three grown children, Kennedy, Lisa and Meagan.
Small Business Specialist
Chasity has been working in the accounting field since graduating from college in 2001 with an Associates degree in accounting. Prior to joining Core Advisors, she worked as a bookkeeper at an engineering/construction firm and also worked at a CPA firm in downtown Columbia. After taking a year off to spend with her newborn twins, she has come back to the workforce and made Core Advisors her home. She resides in Prosperity, SC with her husband, Buddy and their three children, AJ, Preston, and Harper.
Jessica graduated from the University of South Carolina in 2011 with a Bachelor of Arts and has worked in the financial industry since. She served as a member of the Delaware Air National Guard for six years, and happily returned to her home state of South Carolina in 2017, when she joined Core Advisors.
She resides in Lexington, where she enjoys being close to family, running, painting, and spending time with her husband, Greg, and their daughter, Ellie.
Small Business Specialist
Katie Stokes, CFP®
Born and raised in Irmo, South Carolina, Alexis has joined the Core Advisor’s family with an exciting future planned in Financial Planning and Accounting. Alexis is currently studying through an Enrolled Agent program to become enrolled to practice before the IRS. Starting this fall of 2019, she will be attending the University of South Carolina at the Darla Moore School of Business with a goal to receive a Bachelor’s in Accounting.
Alexis and her family continue to reside in Irmo, and she enjoys spending time with friends and family, her dog babies, skateboarding, listening to her favorite rock bands, and learning more on how she can continue benefitting the residents of SC with their finances.