Beau Browning, ChFC
Beau Browning, ChFC
Partner
Series 7, 63, 26 held with LPL Financial
Beau Browning brings over 20 years of experience helping people make smart, confident decisions about their money. He works with individuals, families, and business owners to create financial plans that are grounded in strategy but built around real life—whether that means planning for retirement, growing a business, or navigating life’s unexpected turns.
Born in Shelby County, Beau is proud to serve the same community that shaped him. He’s been active in local leadership for years—serving on boards for Shelby Senior Services, SCUFFY, and the Shelby County Chamber of Commerce, including stints as board president. His commitment to service goes beyond finance; he’s a connector at heart, always looking for ways to bring people and ideas together to make a positive impact.
Outside the office, you’ll find Beau spending time with his wife, Mary, and their two daughters, Michaela and Capri. He loves a good mountain getaway, weekend baseball (especially if the Yankees are playing), and finding moments of calm in a fast-moving world. Whether he’s building financial strategies or serving his community, Beau leads with values, vision, and genuine care for the people he works with.
AWARDS
2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2025 Five-Star Professional Wealth Manager1
2014 LPL Financial Freedom Club2
2015, 2016, 2017, 2018, 2019, 2020, 2021 LPL Financial Director's Club2
1Award 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, 2018, 2019, 2020, 2021, 2022, 2023, 2025 Five Star Wealth Managers.
2LPL Club Level is based on annual production.
Jason Pike
Jason Pike
Partner
Series 6, 7, 63, 65 held with LPL Financial
Originally from Rushville, Indiana, Jason Pike resides Knoxville, Tennessee with his wife, Jodi, and two daughters, Ella and Claire. Jason currently sits on the Board of Directors for the Shelby County United Fund (SCUFFY), and is a member of the Knights of Columbus Sacred Heart Council (#822). He and his family are members of The Cathedral of the Most Sacred Heart of Jesus Catholic Church. Previously, Jason was an active board member for Girls Inc and held the office of President in 2020. Jason’s family truly enjoys the outdoors and can be found hiking and boating in their spare time together.
Connect with Jason on LinkedIn
AWARDS
2016 LPL Financial Freedom Club2
2019, 2020, 2021, 2022, 2023, 2024, 2025 Five-Star Professional Wealth Manager1
1Award 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 2019, 2020, 2021, 2022, 2023, 2024, 2025 Five Star Wealth Managers.
2LPL Club Level is based on annual production.
Brent Thoman
Brent Thoman
Partner
Series 7, 63, 65, 24 held with LPL Financial
Brent Thoman—a lifelong resident of Shelby County—lives in Shelbyville with his wife, Amanda, and three children: Cooper, Camden, and Kendall. Brent is a graduate of the University of Indianapolis where he played four years of baseball for the Greyhounds. Brent is Board President for the Major Health Partners Foundation and sits on the Finance Committee for the Foundation. He is a parishioner of St. Joseph Catholic Church in Shelbyville, volunteers as a member of their Finance Committee, and is a member of the Knights of Columbus Sacred Heart Council (#882). Brent is an assistant baseball coach for Shelbyville High School for 14 years and is an active alumnus with the University of Indianapolis Greyhound Club. In his spare time, he enjoys coaching his sons in baseball and basketball along with watching his daughter in volleyball, softball, and basketball competitions. He loves being outside playing with his children and spending time with his wife.
Connect with Brent on LinkedIn
AWARDS
2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025 Five-Star Professional Wealth Manager1
2019 LPL Financial Freedom Club2
2020, 2022 LPL Financial Director's Club2
1Award 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 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025 Five Star Wealth Managers.
2LPL Club Level is based on annual production.
Andrea Lee, CFP®
Andrea Lee, CFP®
Financial Advisor
Series 7, 66 held with LPL Financial
Prior to joining the financial world, Andrea earned her degree in Exercise Science from Indiana University and spent years motivating her clients to achieve their fitness goals. As her children reached school age, Andrea found herself searching for new challenges and ways to help others work toward their dreams. As a daughter of a successful CPA, investing was often a topic of discussion in her house growing up, which helped her to realize her second passion: financial planning. Now, as a licensed financial advisor, Andrea coaches her clients toward financial fitness, helping them to see the big picture and pursue their life goals.
Connect with Andrea on LinkedIn
Brett Rice, CPFA
Brett Rice, CPFA
Financial Advisor
Series 7, 66 held with LPL Financial
Brett Rice, CPFA, is a Financial Advisor at coreVISION Financial Group in Shelbyville, Indiana. With over 25 years of experience in manufacturing and supply chain management, Brett brings a wealth of practical knowledge to his financial advisory role. He holds Series 7 and 66 licenses through LPL Financial, enabling him to offer comprehensive financial planning services.
A long time resident of Shelby County, Brett graduated from Shelbyville High School in 1990 and earned a degree in Industrial Engineering from Indiana Tech. His transition into the financial sector was driven by a desire to help individuals and families achieve financial independence. At coreVISION, Brett focuses on designing and implementing customized income strategies, particularly for pre-retirees concerned about outliving their savings.
Brett is actively involved in the firm's collaborative "pod" system, working alongside Brent Thoman and Sandy Leffler to provide efficient and personalized client service.
Outside of his professional life, Brett is a devoted family man with the best group of friends anyone could ask for. He and his wife, Tiffany, married in December 2024. His children—Keaton, Marlee, Caden, Hudson, Grant and Cael—are pursuing their own paths, with Keaton Working full time, Marlee attending Indiana University, Caden pursuing a career in law enforcement, Hudson excelling in high school soccer, Grant staying very busy with baseball, and Cael dancing and learning to play new musical instruments. Brett enjoys supporting his children's activities and cherishes family vacations.
Brett Rice's blend of industry experience, community roots, and personalized financial guidance make him a trusted advisor for clients seeking to secure their financial futures.
Connect with Brett on LinkedIn
Grant Reeves
Grant Reeves
Chief Compliance Officer and Financial Advisor
Series 7, 66 & SIE held with LPL Financial
Grant Reeves has spent roughly a decade serving Rush and Franklin Counties as an attorney. Grant moved into financial advising to complement his existing legal practice, located in Rushville. Grant grew up on a farm in Rush County prior to studying Engineering at Rose-Hulman (B.S.) and the University of Michigan (M.S./M.S.) and Law and Economics at Duke University (J.D./M.A.) Grant is a self-described investment nerd, having loved investing and saving since childhood. With his personal passion and extensive analytical training, crossing over to add financial advising to his legal practice seemed like a natural progression.
Grant resides in rural Franklin County with his wife and kids. He is a member of Salem Friends (Quaker) Church in Union County.
Connect with Grant on LinkedIn
Joseph Heller
Joseph Heller
Administrative Associate
Joe Heller serves as an Advisor Support Assistant at coreVISION Financial Group. He joined the firm in July 2021, bringing with him over 17 years of experience in manufacturing and logistics, primarily as a financial analyst
A native of the Shelby and Rush County area, Joe graduated from Rushville High School in 2000. He went on to earn a degree in Economics from Wabash College, where he was an independent and a member of Alpha Phi Omega.
At coreVISION, Joe is part of a team that follows a pod system designed to enhance efficiency and streamline communication. This structure allows for more personalized service in areas such as financial planning, trading, and portfolio management.
Outside of his professional life, Joe and his wife, Ashley, are actively involved in their children's extracurricular activities. Their son Jackson is a high school swim team manager, Camden participates on the high school wrestling team, and Marlee enjoys dancing at Style Dance Academy in Franklin. The family also includes two dogs, Gus and Bama, and they share a passion for Alabama football.
Joe's favorite season is fall, which he appreciates for its "hoodie weather."
Jennie Claxton
Jennie Claxton
Director of Operations
Originally from Noblesville, Indiana, Jennie Claxton resides now in Shelbyville with her husband, Ryan, and two daughters, Emma and Sophie. Jennie brings several years of management and more than ten years of operations experience to the coreVISION team. She is a parishioner at St. Joseph Catholic Church. In her spare time, Jennie enjoys time with friends and family as well as supporting her youngest daughter in tennis and horseback riding and her oldest in cheerleading and track for the high school. Jennie has also stepped back into the coaching role for cheerleading for Shelbyville High School. She is entering her 6th year of coaching! Go Bears!
Sandy Leffler
Sandy Leffler
Director of Client Services
Sandy Leffler is a Shelby County native and lives in Waldron, Indiana along with her husband, Tim. She has two sons, Jacob and Shawn, and is an active member of St. Vincent de Paul in Shelbyville. When not working, Sandy enjoys being outdoors and spending time with her family.
Sandy graduated from Indiana Business College and soon after joined the business in 1983. As Director of Client Services, she oversees the daily operational needs of the office and is first-in-line to offer friendly and efficient service to our many clients.
Brittany Zimny
Brittany Zimny
Director of Marketing
Brittany Zimny was raised in Shelbyville. After a short period of living in Indianapolis, she returned to Shelbyville with her husband, Kevin. They have three sons: Cam, Jordan, and Logan as well as a cat, Sofie and mini goldendoodle, Ollie. Brittany obtained her Bachelor’s degree from Indiana University Bloomington and her Master’s degree from IUPUI. She joined the coreVISION team at the end of 2019 after staying home for three years to raise her boys. Prior to staying home, she worked in marketing, events, and project management. Brittany enjoys volunteering, sat on the Mainstreet Board of Directors for 6 years, and is currently the Chair of the Community Relations Committee for the Major Hospital Foundation. She enjoys spending her time outside of work cheering on her boys who all play baseball, soccer and basketball.
Hannah Rieser
Hannah Rieser
Director of Advisor Support
Hannah is a lifelong resident of Shelbyville and proud to work and raise her family in the community she has always called home. Hannah and her husband, Dustin, stay busy with their 2 children, Stella and Jaxton. Hannah and Dustin coach multiple sports teams at their kids’ school, such as volleyball, basketball and soccer. Outside of work, they're an active family that enjoys spending time outdoors, traveling, and making the most of their time together.
