WHO WE ARE

The team.

Dedicated to bringing our registered representatives, advisors and their clients comprehensive financial planning strategies along with investment advisory and brokerage services.

Meet the team at corecap

Our offering is only as strong as the people supporting it. Meet our CoreCap team. We are dedicated to ensure all of your needs are met. Our team specializes in all facets of your business including onboarding, client transitions, new business, compliance, commissions, plan design and more. Our job is to partner with you to make your job easier.

Jason Steeno

Craig Rumler

david muncie

KIMBERLY RICKETTS

DANIEL BROWN

SHANNON RYAN

DANIEL McCARTY

KELI OPALESKI

JESSICA LONG

Jill Lowther

GLENN MALEAR

MARY BLOOMER

RAYMOND MAX PETT

REBECCA GEBHARDT

have you read this yet?

Form CRS – CoreCap Investments

have you read this yet?

Form CRS – CoreCap Advisors

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