lori

Lori H. Bishop - CFP®

Lori graduated from Auburn University with a BS degree in Economics. In 1987, Lori earned the designation of CERTIFIED FINANCIAL PLANNER™ Practitioner. She continued her career in the banking industry, eventually developing and managing a multi-family office operation serving high net worth clients. Lori has worked a variety of clients with unique needs including entertainers, professional athletes, artists, business owners and corporate executives but her passion is working with families. In 2009, Lori and husband, Mike, fulfilled their goal of working together to serve clients comprehensively. In addition to the CFP® Practitioner designation, Lori holds FINRA Series 7 and FINRA Series 63 licenses.

Lori was selected as a Smartvestor Professional by the Dave Ramsey Organization. Find out more HERE.


michael

Michael B. Bishop - AAMS®, CRPC®

Mike graduated from Carson Newman University in 1981 with a B.S. in Accounting. He has earned the designations of Chartered Retirement Planning Counselor® and Accredited Asset Management Specialist®. Mike began his career in the financial services industry in 2002. He holds his FINRA Series 7 and FINRA Series 66 licenses to offer investment products, as well as his Life and Health insurance licenses to offer insurance. Mike and his wife, Lori, another member of the CORE team, help clients create a comprehensive financial retirement plan and provide asset management and ongoing financial advice to assist in implementing that plan.


neal

Neal Clark - Owner & Partner

Neal began his career in the financial services industry in 2000 after graduating the previous year from the University of Tennessee with a BS in Business Management. Neal oversees all asset management and financial advisement for individual clients, and also advises businesses on group retirement plans. He holds his FINRA Series 7 and FINRA Series 66 licenses to offer investment products, as well as his Life and Health insurance licenses to offer insurance.


randy

Randy Davis, LUTCF - Owner & Partner

Randy began his career in the financial services industry in 1985 for a nationally recognized firm. Randy specializes in individual insurance products for CORE's clients with an emphasis on retirees, as well as advising businesses on their insurance needs. He holds his FINRA Series 6 and FINRA Series 63 licenses, as well as his Life, Health, Property and Casualty insurance licenses to offer insurance.


steve

Steve Grimsley - Employee Benefits Servicing Specialist

Steve started in the insurance industry in 1976 after graduating from Southern Adventist University with a BA in Communications and Behavioural Science. Steve amassed a wealth of knowledge in employee benefits while working for multiple companies in the insurance industry over the course of his career. Steve works as the Employee Benefits Servicing Specialist with an emphasis on quoting, billing, and claims efficiency for CORE’s clients and their employees. He holds his Life and Accident & Health insurance licenses to service these types of insurance.


tom

Tom O'Brian - Marketing Director

Tom started his sales career after graduating from the State University of New York – Buffalo in 1987 with a BS in Business Management. After many years as Regional Manager for a large company, he entered the insurance industry in 2003 in the Voluntary Benefits market. Tom serves as Marketing Director in charge of marketing all aspects of COREs services, and as CORE's Voluntary Benefits Specialist. He holds his Life, Health, Property and Casualty insurance licenses to offer insurance.


amy

Amy Wade - Operations Director

Amy began her career in the financial services industry in 2006. She serves multiple roles for CORE including office management, New Business Coordinator, and oversees client services for individual accounts and group retirement plan participants. She holds her Life and Health insurance licenses to service these types of insurance.

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