Why Dentists Love Working With Core Advisors

We've been helping dentists align and grow their finances for almost 20 years. Here's why it's different working with Core Advisors.

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Your Experience is Different
with Core Advisors

We Love Our Clients!

We’re ALL-IN ! Our relationship goes beyond our fiduciary duty. We truly empathize with our clients and care about what they care about. We care enough to always speak the truth even when uncomfortable. We share in disappointments and celebrate the wins!.. It’s a privilege and honor to work with each one!

We’re Creative

If ain’t broke, BREAK IT !!! It’s our passion to always find a new and better way. Creativity breeds energy, and with that innovative energy we are able to lead our firm and our clients to the next level... never settling for good enough!

We Are Proactive Experts

Being experts in our field, we know when and how things need to be done. We’re always on it... handling things before our clients even think about them. Being proactive keeps us efficient and allows us to apply efforts where they count most.

We Are Consistent

Day in and day out we can always trust our team is solid. We know each of our teammates will always provide top notch effort and expertise. Always being able to rely on each other allows us to provide our unmatched comprehensive service and deliver consistently every time.

We Love Technology!

Technology makes work easier. We love working  with tech because it helps us to be better, but most of all it’s fun! We embrace it and will always use technology to work smarter, not harder.

Meet the Core Advisors
Leadership Team

Thomas Gore, CPA, CFP®

President

Clair Harmon

Chief Operating Officer

Tara Bolton

Client Service

Katie Hollenbeck, CFA, CFP®

Chief Investment Officer

Allen White, CFP®

Director of Financial Planning

Aubree Anderson

Payroll Manager

Kyle Jensen

Financial Planning / Technical Manager

We serve as an invaluable resource to your practice

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So you can focus on what truly matters

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What Could Your Practice Achieve With a Stronger Financial Partner?

Is it time to try a new way of handling your dental tax, accounting & personal wealth? Book a call with one of our team members to get started: