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Beau Browning, ChFC Photo Beau Browning, ChFC Hover Photo
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Beau Browning, ChFC

Partner

Beau Browning, ChFC

Partner

Series 7, 63, 26 held with LPL Financial

beau@corevisionfg.com

Beau Browning, originally from Shelbyville, resides in Fishers with his wife, Mary and daughters, Michaela & Capri. Beau currently sits as acting President on the Board of Directors for the Shelby Senior Services. Previously he served 9 years on the Shelby County Chamber of Commerce Board, where he was 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. Beau also plays a role in several other local organizations including the Blue River Community Foundation and 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 travelling to the mountains with family and friends and rooting for the New York Yankees.

AWARDS

2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021 Five-Star Professional Wealth Manager1

2015, 2016, 2017, 2018, 2019, 2020 LPL Financial Director's Club2

Jason Pike Photo Jason Pike Hover Photo
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Jason Pike

Partner

Jason Pike

Partner

Series 6, 7, 63, 65 held with LPL Financial

jason@corevisionfg.com

Originally from Rushville, Indiana, Jason Pike holds dual residency in Rushville as well as 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 Girl’s 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.

AWARDS

2016 LPL Financial Freedom Club2

2019, 2020, 2021 Five-Star Professional Wealth Manager1

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Brent Thoman Photo Brent Thoman Hover Photo
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Brent Thoman

Partner

Brent Thoman

Partner

Series 7, 63, 65, 24 held with LPL Financial

brent@corevisionfg.com

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 Health Partners Foundation. He sits on the Finance Committee and the Board for the Major Health Partners 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 coaching his sons in baseball and basketball along with watching his daughter in dance competitions.  He loves being outside playing with his children and spending time with his wife.

AWARDS

2015, 2016, 2017, 2018, 2019, 2020, 2021 Five-Star Professional Wealth Manager1

2020 LPL Financial Director's Club2

2019 LPL Financial Freedom Club2

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Andrea Lee, CFP® Photo Andrea Lee, CFP® Hover Photo
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Andrea Lee, CFP®

LPL Financial Advisor

Andrea Lee, CFP®

LPL Financial Advisor

Series 7, 66 held with LPL Financial

andrea@corevisionfg.com

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 Photo Brett Rice, CPFA Hover Photo
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Brett Rice, CPFA

LPL Financial Advisor

Brett Rice, CPFA

LPL Financial Advisor

Series 7, 66 held with LPL Financial

brett@corevisionfg.com

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. 

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Grant Reeves Photo Grant Reeves Hover Photo
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Grant Reeves

LPL Financial Advisor

Grant Reeves

LPL Financial Advisor

Series 7, 66 & SIE held with LPL Financial

grant@corevisionfg.com

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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Joseph Heller Photo Joseph Heller Hover Photo
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Joseph Heller

Advisor Support Assistant

Joseph Heller

Advisor Support Assistant

joe@corevisionfg.com

Joe has lived between Shelby and Rush County for almost 40 years. In 2000 he graduated from Rushville High School and then pursued an Economics Degree from Wabash College. Joe spent 17 years in manufacturing and logistics working the bulk of those years as a financial analyst. He and his wife Ashley have 3 children: Jackson, Camden & Marlee; and they spend most of their free time supporting the kids’ extracurricular activities.

Jennie Claxton Photo Jennie Claxton Hover Photo
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Jennie Claxton

Director of Operations

Jennie Claxton

Director of Operations

jennie@corevisionfg.com

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 seven 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.  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 Photo Sandy Leffler Hover Photo
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Sandy Leffler

Director of Client Services

Sandy Leffler

Director of Client Services

sandy@corevisionfg.com

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.


Audrey Morgan Photo Audrey Morgan Hover Photo
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Audrey Morgan

Director of Advisor Support

Audrey Morgan

Director of Advisor Support

audrey@corevisionfg.com

Audrey hails from the home of the Indiana Hoosiers—Bloomington—but now resides in Nashville with her husband, Michael, and four children, Carter, Carlee, River and Oaklyn. A graduate of Edgewood High School and Indiana State University, Audrey began her career in the field of education. After spending time at home to start a family, she decided to re-enter the workforce with coreVISION Financial Group, as she enjoys working with a team and using her skillset in a new capacity. Audrey volunteers as a volleyball coach when time permits and enjoys boating, camping, playing sports, and spending time outdoors with friends and family.


Brittany Zimny Photo Brittany Zimny Hover Photo
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Brittany Zimny

Director of Marketing

Brittany Zimny

Director of Marketing

brittany@corevisionfg.com

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 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 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, watching her kids' extracurricular activities, being outdoors/staying active and spending time with family and friends.