Client Letter 2018
Dear Valued Investor,
As summer is in full swing, we wanted to take a little time to thank you all for being part of our growth journey the past few years. Our aim is to serve your financial needs and help you achieve success in planning for your future. Since we last sent a letter, lots of exciting things have happened here at CoreVision Financial Group.
We were proud to be recognized by the Shelby County Chamber of Commerce in their annual awards as the Small Business of the Year for 2017*. Jason passed his series 65 exam, and Brent and Beau received distinctions as Five Star Wealth managers in 2016, 2017 and 2018**.
CoreVision has also hosted 2 internships over the past 2 years with great results. First, Chris Asher in 2017 did a lot in the way of marketing for us and this summer Logan Mahan is helping with many database organizational items.
In mid-2017, we hired Shelby County native Andrea Lee. She passed all her licensing exams earlier this year and has begun her path as an LPL financial advisor. Her boys, Brody & Beckam, will be in 2nd grade and Kindergarten respectively.
CoreVision also acquired a practice in Nashville, Indiana in the fall of 2017 and hired a new full-time assistant, Audrey Morgan. She is a Brown County native who is expecting twins late this fall and has been a wonderful addition to our business.
On a personal level, Beau and Mary welcomed their first child, Michaela Carol, on December 2, 2017. And even though they reside in Fishers, their hearts remain in Shelby County.
Jason, Jodi, and the girls are enjoying the summer. Ella, who completed her first triathlon at age 5, will be entering kindergarten this fall and little Claire is growing up way too fast!
Brent and Amanda have been busy with baseball all summer and look to relax a bit before school starts back. Cooper will be entering 4th grade and loves to read. Camden, a sports nut, will start 2nd grade. And Kendall, who just had her first dance recital, will join Ella Pike in Kindergarten.
Jennie and Ryan continue to watch their daughter Emma compete in dance at both state and national levels. And brave Sophie continues to be an absolute social butterfly!
Sandy and Tim are excited to have 1 off the family payroll (LOL); Jacob, who graduated from Purdue, is working for DWI Consulting in Carmel as a digital user experience designer and developer. Shawn continues to compete in Cross Fit statewide and will be starting his senior year at Purdue in the fall.
The CoreVision Team
*The Shelby County Chamber’s 2017 Small Business of the Year Award is based on the following:
1. Generally have fewer than 100 employees.
2. Demonstrates visible growth and achievements.
3. Adheres to company’s brand promise.
4. Volunteerism of employee base.
5. Makes a positive community impact by investing both through business and community support.
**Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2012, 2013, 2014, 2015, 2016, 2017, and 2018 Five Star Wealth Managers.