Why Dentists Love Working With Core Advisors

Your dental practice is running smoothly. But what about your future wealth?

Your Experience is Different
with Core Advisors

Meet the Core Advisors
Leadership Team

Thomas Gore, CPA, CFP®

President

Jeremiah D. Barwick, CEPA®

Lead Advisor

Clair Harmon

Chief Operating Officer

Tara Bolton

Client Service

Katie Hollenbeck, CFA, CFP®

Chief Investment Officer

Tanner Merritt, EA, CFP®, CFT™

Director of Financial Planning

Kristen Louden, CPA

Director of Tax and Accounting

Jessica Bullock

Small Business Manager

Aubree Anderson

Payroll Manager

Donna Howlett

Small Business Accounting Manager

Mya Taylor

Small Business Accounting Manager

Professional Memberships

Our team holds memberships in the professional organizations that set the standards for tax, accounting, and financial planning:

Don't Just Take Our Word For It! See Why We're a 5-Star Rated Dental CPA & Financial Advisory Team

We have trusted these wonderful people with our finances for close to 20 years and they have always come through for us. Knowing they have our backs is a great comfort! Thank you Thomas, Katie and all of your colleagues!

Dr. Thomas Edmonds

Thomas and Katie and the staff are top-notch. We couldn’t ask for anything more. They are so smart, thoughtful, hard-working. Their strategies and approach to helping clients are the best. They really care. They communicate everything clearly and with precision. They are always there for you to address questions and doubts or confusion. And they’re just great people. Also, they are fun to meet with. You enjoy sitting down with them. I’m not the most knowledgeable person (by a long stretch) when it comes to finance and investing. They make it really accessible and less intimidating or overwhelming. So grateful for them. Thank you.

Kirk Kickligher & Leslie Pitner

I have found the owner and staff of Core Advisors to be fantastic. They are knowledgeable, organized, considerate and take the time to help you understand what is happening with your investments. I would highly recommend!

Pat Rhodes

Core Advisors is wonderful to work with. Everyone there is knowledgeable, timely and always willing to help. I can’t recommend them enough!

Jordan and Clair Hood

Great organization! Efficient from top to bottom!

Eddie Rodgers

We have been extremely pleased with Core Advisors as our financial planner, and tax advisor. Always 3 steps ahead and questions answered before we can ask. Everything is tailored to level of risk and reward, no cookie cut plans here.

Ken and Debra

    
 
 
       Posted on Google  
   
   Erica Pye 
 
 
 
 Trustindex verifies that the original source of the review is Google. Core Advisors Ltd. is so knowledgeable in helping us with all of our financial planning needs!  Recommend highly!
  
 
      Posted on Google  
   
   Eddie Rodgers 
 
 
 
 Trustindex verifies that the original source of the review is Google. Great organization! Efficient from top to bottom!
  
 
      Posted on Google  
   
   Lori Lentz 
 
 
 
 Trustindex verifies that the original source of the review is Google. Love wotking with Katie at Core Advisors.  Answers all questions immediately and i know she has my best interest at heart!
  
 
      Posted on Google  
   
   Kirk Kicklighter 
 
 
 
 Trustindex verifies that the original source of the review is Google. Thomas and Katie and the staff are top-notch. We couldn't ask for anything more. They are so smart, thoughtful, hard-working. Their strategies and approach to helping clients are the best. They really care. They communicate everything clearly and with precision. They are always there for you to address questions and doubts or confusion. And they're just great people. Also, they are fun to meet with. You enjoy sitting down with them. I'm not the most knowledgeable person (by a long stretch) when it comes to finance and investing. They make it really accessible and less intimidating or overwhelming. So grateful for them. Thank you.
  
 
      Posted on Google  
   
   Pat Rhodes 
 
 
 
 Trustindex verifies that the original source of the review is Google. I have found the owner and staff of Core Advisors to be fantastic.  They are knowledgeable, organized, considerate and take the time to help you understand what is happening with your investments. I would highly recommend!
  
 
      Posted on Google  
   
   gregg jowers 
 
 
 
 Trustindex verifies that the original source of the review is Google. First class all the way
  
 
      Posted on Google  
   
   Gary Hassen 
 
 
 
 Trustindex verifies that the original source of the review is Google. Katie does a great job communicating and following up..
We are pleased with the thorough work and level of detail she provides.
Thank you.
Gary and Katy
  
 
      Posted on Google  
   
   Thomas Edmonds 
 
 
 
 Trustindex verifies that the original source of the review is Google. We have trusted these wonderful people with our finances for close to 20 years and they have always come through for us. Knowing they have our backs is a great comfort! Thank you Thomas, Katie and all of your colleagues!
  
 
      Posted on Google  
   
   Claire Hood 
 
 
 
 Trustindex verifies that the original source of the review is Google. Core Advisors is wonderful to work with. Everyone there is knowledgeable, timely and always willing to help. I can't recommend them enough!
  
 
  
  
 
 
      Verified by Trustindex  Trustindex verified badge is the Universal Symbol of Trust. Only the greatest companies can get the verified badge who has a review score above 4.5, based on customer reviews over the past 12 months. Read more

What Could Your Practice Achieve With a Stronger Financial Partner?

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Why Dentists Love Working With Core Advisors

Your Experience is Different
with Core Advisors

Meet the Core Advisors
Leadership Team

Thomas Gore, CPA, CFP®

Jeremiah D. Barwick, CEPA®

Clair Harmon

Tara Bolton

Katie Hollenbeck, CFA, CFP®

Tanner Merritt, EA, CFP®, CFT™

Kristen Louden, CPA

Jessica Bullock

Aubree Anderson

Donna Howlett

Mya Taylor

Professional Memberships

Don't Just Take Our Word For It! See Why We're a 5-Star Rated Dental CPA & Financial Advisory Team

What Could Your Practice Achieve With a Stronger Financial Partner?

Build your dental practice & personal success, together.

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Why Dentists Love Working With Core Advisors

Your Experience is Different with Core Advisors

Meet the Core Advisors Leadership Team

Thomas Gore, CPA, CFP®

Jeremiah D. Barwick, CEPA®

Clair Harmon

Tara Bolton

Katie Hollenbeck, CFA, CFP®

Tanner Merritt, EA, CFP®, CFT™

Kristen Louden, CPA

Jessica Bullock

Aubree Anderson

Donna Howlett

Mya Taylor

Professional Memberships

Don't Just Take Our Word For It! See Why We're a 5-Star Rated Dental CPA & Financial Advisory Team

What Could Your Practice Achieve With a Stronger Financial Partner?

Your Experience is Different
with Core Advisors

Meet the Core Advisors
Leadership Team