Beau Browning, ChFC
Beau Browning, ChFC
Partner
Series 7, 63, 26 held with LPL Financial
Beau Browning currently resides in Fishers with his wife, Mary and daughter, Michaela Carol. Beau currently sits on the Board of Directors for the Shelby Senior Services as Vice President. Previously he was part of the Shelby County Chamber of Commerce Board, where he served as President in 2016. He is a passionate advocate for the local United Fund in Shelby County (SCUFFY), where he served as its 2014 Annual Drive Chair and 2015 Board President. He also plays a role in several other local organizations including the Blue River Community Foundation and the Major Hospital Foundation. In addition, Beau volunteers as an active member of the Knights of Columbus Sacred Heart Council (#822), and is a parishioner of St. Louis de Montfort Catholic Church in Fishers. In his free time he enjoys visiting new places and rooting for the New York Yankees.
AWARDS
2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020 Five-Star Professional Wealth Manager1
2015, 2016, 2017, 2018, 2019, 2020 LPL Financial Director's Club2
2014 LPL Financial Freedom Club2
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Jason Pike
Jason Pike
Partner
Series 6, 7, 63, 65 held with LPL Financial
Originally from Rushville, Indiana, Jason Pike resides in Waldron with his wife, Jodi, and two daughters, Ella and Claire. Jason currently sits on the Board of Directors for SCUFFY and Girls Inc. of Shelby County. He is an active member of the Knights of Columbus Sacred Heart Council and a supporter of the local FFA program. Jason is a true outdoorsman and enjoys boating and camping.
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AWARDS
2016 LPL Financial Freedom Club2
2019, 2020 Five-Star Professional Wealth Manager1
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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. He currently sits on the Board of Directors for the Blue River Community Foundation and serves as a committee member for its Unrestricted Community Funds. Brent is also Chair of the Major Legacy Society Committee through the Major Hospital Foundation. He is a parishioner of St. Joseph Catholic Church in Shelbyville, volunteers as a member of their Finance Committee and PTO, and is a member of the Knights of Columbus Sacred Heart Council (#882). Brent is a former assistant baseball coach for Shelbyville High School for 13 years and is an active alumnus with the University of Indianapolis Greyhound Club. In his spare time he enjoys being outside, playing with his children, and spending time with his wife.
AWARDS
2015, 2016, 2017, 2018, 2019, 2020 Five-Star Professional Wealth Manager1
2020 LPL Financial Director's Club2
2019 LPL Financial Freedom Club2
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Andrea Lee, CFP®
Andrea Lee, CFP®
LPL 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.
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Brett Rice, CPFA
Brett Rice, CPFA
LPL Financial Advisor
Series 7, 66 held with LPL Financial
Brett Rice has lived in Shelby County for over 40 years. In 1990, he graduated from Shelbyville High School and pursued an Industrial Engineering Degree from Indiana Tech. Brett spent 25 years in manufacturing, working the bulk of those years in supply chain management. He has 3 children: Keaton, Marlee, and Hudson; he spends most of his free time supporting the kids’ school and athletic contests. The Rice family attends Shelbyville Community Church and enjoys Walt Disney World vacations and cruises.
#WeRetirePeople
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Grant Reeves
Grant Reeves
LPL 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 and plans to be a member of the Franklin County Community Schools Board of Trustees starting in 2021.
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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 six years of operations experience to the CoreVision team. She is a passionate volunteer and fundraiser to the local chapter of the Leukemia and Lymphoma Society. Additionally, she is an active parishioner at St. Joseph Catholic Church as well as a member of its school PTO. In her spare time, Jennie enjoys time with family and friends and watching her youngest daughter do gymnastics while her oldest competes in dance and cheerleads for the middle school.
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
Client Services Coordinator
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, Cameron, Jordan, and Logan. Brittany obtained her Bachelor’s degree from Indiana University Bloomington and her Master’s degree from IUPUI. She joined the coreVISION team in 2020 after staying home for three years to raise her boys. Prior to staying home, she worked in marketing, events, and project management.
Brittany sits on the Board of Directors for Mainstreet Shelbyville and also serves as the chair for Promotions. She is a member of Backyard Shelby. In her free time, she enjoys DIY projects, volunteering, helping with her son’s PTO, being outdoors/staying active, and spending time with family and friends.
