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Client Letter 2020 Thumbnail

Client Letter 2020

Valued coreVISION Client,

 2020 has no doubt been a humbling year for all of us.  But even so, what we have learned will make us stronger as we forge onward.  In reflecting on one of the toughest years socially that many of us can remember, we will take a few lessons with us, namely the resilience of humans and their ability to adapt.  

 First with the rise in video conferencing, co-workers, families, even doctors/advisors and patients/clients can meet virtually from almost anywhere.  Technology has taken us to new heights and in many cases allowed us to stay home.  This trend is likely one we will embrace for the foreseeable future.  The second takeaway is how wearing a mask in public has become almost 2nd nature to most in just 9 short months.   It almost feels routine now to take it with you everywhere you go, like your phone or wallet.    

 As we all look to 2021 to get here as fast as possible, we would be remiss if we didn’t take a chance to recognize some highlights of 2020 for all team members and their families.  You will notice these posted on our various social media accounts throughout the month in hopes of connecting you to all who make things possible for coreVISION Financial Group. While we hope to be gathering again with our families and friends soon, we wish you all a safe, healthy, and socially distanced holiday season!


Your coreVISION Team

Beau Browning,ChFC
2020 has been an exciting year for the Browning family.  Mary was promoted to the Director of Inside Sales for Emplify, an employee engagement firm.  Michaela turns 3 TODAY and will be moving to a new classroom where she'll meet lots of new friends.  She is looking forward to being a big sister in April and continues to bring joy to everyone she meets.  Beau ran his first 5k cross country race in September to help raise money for The O'Connor House, a not-for-profit whose mission is to provide a Christian home for single moms.  The Brownings were blessed to take mini vacations to Hilton Head and the Montana mountains in order to get a little R & R from this chaotic year.  They are looking forward to meeting their new baby girl and all the memories that they will make as a family of 4!  

Brent Thoman
The Thoman's are always busy and 2020 didn't prove to be any different.  Brent and his wife Amanda's oldest son Cooper had a big year.  In January he helped his basketball team win the City Championship for the A team. Cooper graduated to the Middle School where he plays tennis and basketball.  He also is a member of the Robotics Club.  The Thoman's middle son Camden is also quite the athlete.  He and his basketball team  won the City championship for the B team.  He continues to play basketball for St. Joe this year.  Both Cooper and Camden had a successful baseball season with the Shelby County Cubs.  Brent continues to coach for St. Joe's elementary basketball team as well as all 3 kids baseball teams.  That's right Kendall, Brent and Amanda's youngest daughter,  plays baseball too.  She also enjoys performing on stage with her competitive dance team.  Amanda continues to be a member of our local Tri Kappa chapter as well as managing a team at IUPUI that assists with students enrollment. Some of Brent's 2020 accomplishments include being named the Blue River Foundation Board President as well as President for the Major Health Partners Foundation.

Jason Pike
Even with 2020's challenges, the Pike's were able to squeeze out a few victories.  Jason's wife Jodi, started a new position as the Deputy Clerk Treasurer for the City of Shelbyville.  Ella, their oldest daughter, is quite the little runner.  In her first year of cross country, she placed in the top 15 and in the top 20 while running against other 2nd, 3rd, and 4th grade girls from many other elementary schools.  She now holds the St. Joe record for the fastest 2nd grade girl in school history!  Claire continues to have her fearless nature and learned to wakesurf over the summer.  It case you are curious, Claire is a mere 4 years old.  Jason and Jodi may have their hands full with this little daredevil.  Jason says his 2020 accomplishment is that he gained a little more patience.  Though he probably didn't have much choice when trying to complete e-learning with a 2nd grader and a preschooler. All jokes aside, he has spent most of 2020 focusing on our team's growth and ensuring that the decisions that are made, moving forward, will only enhance the client experience.

Jennie Claxton
The Claxton Crew didn't skip a beat in 2020.  Ryan continued to enjoy playing golf and again was elected to Shelby County Council.  Emma, Ryan and Jennie's oldest daughter, brought home 2 national titles over the summer with her competitive dance team.  Emma has such grace on stage and is a joy to watch.  Sophie, Ryan and Jennie's youngest, continues to win the hearts of everyone she meets with her infectious joy.  Sophie continues to love gymnastics.  She is quite the social butterfly and  enjoys meeting new friends.  Jennie, like most of us, was happy to just survive e-learning during quarantine, all while trying to work full time from home.  Thankfully, the Claxton's were able to carve a little time out of their busy schedules.  They spent some time with Mickey and had a fun family vacation at Disney World. 

Sandy Leffler
2020 definitely wasn't boring for the Leffler's.  Sandy started the year off with a bang and was chosen by the Shelby County Chamber of Commerce for the Golden Pineapple Customer Service Award at their Awards Gala.  This award was well deserved and we are all very proud  and blessed to have Sandy on our team!  Sandy and Tim's son Shawn is halfway through the Doctor of Physical Therapy program at the University of Dayton.  He and his wife Bailey are currently living in Dayton, Ohio.  Bailey has accepted a new position with Purdue University in the Marketing Department.  Their son Jacob, purchased a new home in Greenfield, Indiana in 2020. Sandy and Tim are happy to have Jacob so close.  

Andrea Lee, CFP®
2020 brought many new and exciting accomplishments for the Lee's.  Andrea earned her CFP® designation after 3 years of working toward this goal. The CERTIFIED FINANCIAL PLANNER™ certification is the standard of excellence in financial planning.  Andrea's husband Jason started a new position with Avanos Medical as a Territory Manager for Central Indiana.  Their sons,  Brody (10) and Beckam (8),  both ran cross country for the first time this year.  Andrea also ran her first cross country 5k with Beau Browning in September, she has a whole new respect for running in the grass.  Both of the Lee boys started playing basketball this year.  Brody is playing for St. Joe with Brent Thoman as his coach and Beckam is playing for Shelby Shock.  The Lee's are looking forward to 2021 and all it has to offer!

Audrey Morgan
2020 provided some exciting changes for the Morgan Family.  Michael took a new position as a heavy equipment engineer with Mid Central Operating Engineers Local #103.  During our coreVISION staff outing Audrey and Michael both schooled the rest of us on the race track.  Michael had the fastest lap for the guys and Audrey for the ladies.  Carter is Michael and Audrey's oldest son.  He is enjoying playing basketball.  Carlee is a gymnast and is enjoying her tumbling class.  Carter and Carlee are receiving in person education this year along with 3 other children.  They love it! The Morgan's also have twin daughters, River and Oaklyn.  It is hard to believe that these sweet girls are already 2 years old.  Audrey continues to be a blessing to coreVISION.  Her comedic personality keeps us all laughing.

Brett Rice, CPFA
The Rice Clan has continued to stay busy with sports and other hobbies throughout 2020.  Brett earned his CPFA designation, demonstrating his knowledge, expertise and commitment to working with retirement plans.  Brett also started hosting a series of videos discussing many popular financial topics for coreVISION this year. He is hoping to go live with coreVISION's first podcast channel early next year.  Brett was named the Shelbyville High School Booster Club President. His three children were busy this year as well.  Keaton started a job as a Direct Support Professional with DSA Caregiver.  Marlee, as a highschool sophomore, competed for a second year in the IHSAA State swim meet for the 2019-2020 school year.  We are excited to see Marlee's talent grow this year during her junior year swim season.  Hudson, Brett's youngest, continues to enjoy playing travel basketball for Shelby Shock.

Brittany Zimny
Brittany and her husband Kevin continue to stay busy chasing their three young sons.  Brittany will celebrate her one year anniversary with coreVISION this month after staying home for the last three years to care for her boys.  Brittany's background in marketing has proved a true asset to coreVISION.  She has helped us implement many new processes as well as creating new materials, including the 2020 coreVISION State of the Firm. Brittany and Kevin's oldest son Cam graduated Pre-K and started Kindergarten this year.  He loved playing baseball for the first time over the summer. Brittany and Kevin also have twin boys, Jordan and Logan.  They started preschool in August which has given Brittany a chance to take a breath.

Bill Robertson
Bill is another one of our newest team members.  He and Nanette both believe that the team and resources that they are now able to leverage by joining the coreVISION team will only enhance the client experience.  They are both thankful for their terrific and loyal clients and feel blessed to continue serving these clients and their families.  Bill and his wife Kim received a wonderful Christmas gift last year with the birth of their second grandson, Hendryx on Christmas Eve. Again their family grew in February when their first grandson Elliott got to be a big brother to his new baby sister Londyn.  Bill says everyday brings new firsts.  He and Kim are loving every minute they get to share with their beautiful grandchildren. He and his family would like to wish you all a very Merry Christmas and a peaceful holiday season!

Nanette Potter

Nanette is one of our newest team members.  She assists clients for the Bargersville location.  She and her husband Roy have enjoyed settling in to their new peaceful property, located in Shelbyville.  Nanette and Roy's daughter Baleigh Anne graduated in the spring with a bachelor's degree in legal studies. She has started a career as a paralegal & client management specialist for a law firm in Bloomington.  Their son Roy is a senior in high school and is excelling in his school's welding program.  Nanette has learned quite a bit over the past year and has really enjoyed getting to know Bill's clients.  She and her family want to wish everyone a Merry Christmas and Happy Holidays!

Grant Reeves
Grant is very happy to have passed his Series 7 and 66 exams and to have joined the coreVISION team this year.  After "stay-at-home" and two months of dealing with their parents during e-learning, Grant's daughters Emeline and Cora were thrilled to go back to school.  Emeline is a fourth grader and Cora is in kindergarten.  Grant is looking forward to starting a term on the Franklin County School Board, which will start in January.