coreVISION Financial Group Employee Directory

Q: What is coreVISION Financial Group known for?

coreVISION Financial Group was founded in 2015. coreVISION Financial Group operates in the Financial Services industry.

Q: How many employees does coreVISION Financial Group have currently?

coreVISION Financial Group has approximately 9 employees.

Financial ServicesIndiana, United States2-10 Employees

coreVISION provides several types of services such as: Wealth Management, Retirement Planning, Educational Funding, Family Protection, Estate Planning, Business Succession Planning, Long-term Care Insurance, and Disability Income Insurance. 
We currently have six advisors available to assist you in your financial needs. These advisors are: Beau Browning, Brent Thoman, Jason Pike, Andrea Lee, Brett Rice and Grant Reeves.
 

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through CVFG LLC DBA coreVISION Financial Group, a registered investment advisor. CVFG LLC and coreVISION Financial Group are separate entities from LPL Financial.

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
 
The LPL Financial representative associated with this page may discuss and/or transact securities business only with residents of the following states: Alabama, Arizona, California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Kansas, Kentucky, Massachusetts, Michigan, Minnesota, Missouri, Montana, Nevada, New Jersey, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Utah, West Virginia and Wisconsin.

Find coreVISION Financial Group employees' phone numbers or email addresses

coreVISION Financial Group Global Highlights

North America
20

United States Of America
20

Europe
3

Germany
3

coreVISION Financial Group's Leadership

G. R.
Chief Compliance Officer
Mobile Phone
Email
B. B.
Partner
Mobile Phone
Email
J. C.
Director Of Operations
Mobile Phone
Email
A. V.
Interim Bookkeeper
Mobile Phone
Email
M. C.
Finance Intern
Mobile Phone
Email
D. R.
Account Exec
Mobile Phone
Email
M. M.
Sales Consultant
Mobile Phone
Email

coreVISION Financial Group Employee Metrics

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50%

0%

2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
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Contact profiles from coreVISION Financial Group

Name

Title

Contact Info

Location

Last Update

B. B.
Partner
Mobile Phone
Email
Mar 12, 2025
G. R.
Chief Compliance Officer
Mobile Phone
Email
Oct 02, 2025
J. C.
Director Of Operations
Mobile Phone
Email
Oct 17, 2024
A. V.
Interim Bookkeeper
Mobile Phone
Email
Oct 22, 2024
M. C.
Finance Intern
Mobile Phone
Email
Oct 23, 2024
D. R.
Account Exec
Mobile Phone
Email
United StatesMissouri
Dec 17, 2025
M. M.
Sales Consultant
Mobile Phone
Email
United StatesKansas
Dec 17, 2025

Frequently Asked Questions

What is coreVISION Financial Group known for?

coreVISION Financial Group was founded in 2015 operates in the Financial Services industry. The company's main headquarters is located in 2177 Intelliplex Drive Suite 201 Shelbyville, Indiana 46176 United States; you can contact the main corporate office by phone at

+1-317-398-****

. Explore coreVISION Financial Group's company overview page for more information.

What is coreVISION Financial Group's most common email format?

coreVISION Financial Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more coreVISION Financial Group email formats with LeadIQ.

How many employees does coreVISION Financial Group have currently?

coreVISION Financial Group has approximately 9 employees as of February 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are coreVISION Financial Group's key employees and leadership?

As of February 2026, coreVISION Financial Group's key employees include:

Chief Compliance Officer: G. R.
Partner: B. B.
Director Of Operations: J. C.
Interim Bookkeeper: A. V.
Finance Intern: M. C.

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