Core Wealth Management

Hard work builds the future, and great clients make the journey worth it. Thank you for your continued partnership and trust.
Wishing everyone a restful and happy Labor Day! 🇺🇸

Quality time with our clients and friends is always time well spent! 🤝⛳️

We recently hosted a VIP day at Quarry Oaks Golf Club. A day filled with great golf, an incredible steak dinner, and a wonderful opportunity to share the Core Wealth Management story.

We are so blessed by our community and grateful for the relationships that drive everything we do. Thanks to all who came out!

We were proud to partner with the Community Blood Bank for a team blood drive! 🩸
It is a powerful reminder of how a small amount of time can make a lifesaving impact in our community.
We wrapped up the successful morning by connecting over a team lunch.

If you or your organization are looking for ways to give back, you can find local donation opportunities here: https://www.ncbb.org/donate-blood/ -a-location

Back to school is in full swing! ✏️🍎We are keeping all students, families, and teachers in our thoughts and prayers for a wonderful year ahead.
May this upcoming season be filled with growth, learning, and the beauty of fall.

Happy 2nd work anniversary to our Director of Insurance, Shelby! 🎉
While she keeps our clients protected and our operations running smoothly, she is also the ultimate teammate and an absolute super-mom outside the office. We love watching our team members and their families thrive in all their sports and activities, and Shelby inspires us daily with her dedication both at home and at work.

To mark the occasion, we asked Shelby a few quick questions about her time with us:
• Fuel of choice: Red Bull ⚡
• Favorite family memory: Watching her kids grow, embrace their competitive spirit, and never give up.
• Work playlist: A mix of country and hip-hop to start, switching to total silence for deep focus. 🎧
• Excited for Year 3: Watching Core Wealth continue growing, encouraging one another, and staying on track as a team.

Thank you for two amazing years, Shelby!

Our Values. Your Experience. 🤝

A great Q2 review with our Core Wealth team! 📈
We started at Mahoney State Park to talk business, future goals, and how we can better serve you. No matter our strategy, we are always grounded in our core values: authentic, loyal, and servant heart.

Afterward, we celebrated a great quarter with some fun at Ashland Brewing and Topgolf! ⛳️🍻

We’re truly blessed to have this team and deeply grateful for the amazing support from our clients.

Honored to be recognized by Forbes. ✨

I am thrilled to share that I have been named to the Forbes 2026 Top Financial Security Professionals list. This recognition reflects our team's unwavering commitment to helping families and businesses secure their financial futures.

Thank you to our incredible clients for your continued trust and partnership—this achievement would not be possible without you.

https://www.forbes.com/lists/top-financial-security-professionals/

Forbes Top Financial Security Professionals (July 2026), based upon data as of December 30 the previous year. Research & ranking provided by SHOOK® Research, LLC. Northwestern Mutual and its advisors do not pay for placement on 3rd party rating lists, but do pay marketing fees to these organizations to promote the rating(s). Rankings and recognitions are no guarantee of future investment success.

Happy 1-Year, Austin! 🎉

In his first year, Austin mastered the balance of professional growth and high-level team competition (ask him about our PowerPoint battles and pickleball tournaments! 🏓).

He describes Core’s culture in one word: Spirited. True to form, Austin brings a contagious wave of positivity and optimism to the office every single day, and he's ready to keep delivering major value for our clients this year!

Aside from wealth management, he is Core’s ultimate Husker football expert - always bringing that "this is our year" optimism to every season! 🌽 But his absolute favorite team to cheer for is his family - his wife, Zoë, and their two sweet daughters, Luna and Stella! 👨‍👩‍👧‍👧✨

📈Market gains are no longer coming from just a few stocks. Our latest Quarterly Market Commentary explores why diversification may be playing a bigger role in investor success in 2026.

➡️https://www.northwesternmutual.com/life-and-money/markets-broaden-as-ai-costs-rise-and-inflation-lingers/?utm_source=facebook&utm_medium=organic_social&utm_campaign=marketcommentary&utm_content=mc_quarterly_field&utm_term=markets-broaden&agentid=0L3185