803.941.4440 | Chapin, SC

TELL US ABOUT YOU!

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 Public Accountant, 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

A graduate of Chapin High School and the University of South Carolina in Economics and Finance, Katie focuses on the research, structure and implementation of investment portfolios for Core Advisors.  Katie earned her CFP® designation in 2007 and joined Core Advisors in 2015 to bring her portfolio development experience to a team of innovative thinkers.  

 

As a CFA Charterholder, Katie serves on the board of the CFA Society of South Carolina promoting the Women in Investment initiative and CFA Scholarships.

 

She has been quoted in several publications and speaks on various financial planning topics. 

Alexis Gonzalez, EA

Junior Tax Associate

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 serves as an Enrolled Agent since September of 2019, and is currently attending the Darla Moore School of Business at UofSC to earn a Bachelor's degree 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.

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.

Chasity Lominick

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.

Jessica Bullock

Small Business Specialist

Katie Stokes, CFA,CF

Financial Analyst

Clair Harmon

Operations Specialist