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

  • CHIEF COMPLIANCE OFFICER &
    CHIEF OPERATING OFFICER
  • (248) 784-1339
  • craig.rumler@corecapinv.com

david muncie

KIMBERLY RICKETTS

DANIEL BROWN

SHANNON RYAN

ANDREA GUILBAULT

DANIEL McCARTY

KELI OPALESKI

JESSICA LONG

  • COMMISSION SPECIALIST
  • (888) 296-3350 x391
  • jessica.long@corecapinv.com

Jill Lowther

  • CASE MANAGER
  • (888) 296-3360 x221
  • jill.lowther@corecapinv.com

GLENN MALEAR

MARY BLOOMER

  • COMPLIANCE & REGISTRATION SPECIALIST
  • (888) 296-3360 x249
  • mary.bloomer@corecapinv.com

RAYMOND MAX PETT

REBECCA GEBHARDT

  • CASE COORDINATOR
  • (888) 296-3360
  • rebecca.gebhardt@corecapinv.com

have you read this yet?

Form CRS – CoreCap Investments

have you read this yet?

Form CRS – CoreCap Advisors

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