What departments does coreVISION Financial Group have?

coreVISION Financial Group has employees across 4 departments including Operations, Finance, Accounting, Consultant.

What is the largest department at coreVISION Financial Group?

The largest department at coreVISION Financial Group is Finance with 3 employees.

Where are coreVISION Financial Group employees located globally?

coreVISION Financial Group has employees across 2 continents and 2 countries including Germany, United States Of America.

How has coreVISION Financial Group's team size changed over time?

coreVISION Financial Group's team has remained stable from approximately 9 to 9 employees based on available data.

coreVISION Financial Group Employee Directory

Financial ServicesIndiana, United States2-10 Employees

coreVISION Financial Group operates in the financial services sector, offering a suite of planning and protection services to individuals and business owners. Based in Shelbyville, Indiana, the firm covers areas such as wealth management, retirement planning, educational funding, family protection, estate planning, business succession planning, long-term care insurance, and disability income insurance. 

Securities are offered through LPL Financial, while investment advice is provided by CVFG LLC DBA coreVISION Financial Group, a registered investment adviser; the two entities operate separately from LPL. The firm relies on a small advisory team, currently featuring six advisors: Beau Browning, Brent Thoman, Jason Pike, Andrea Lee, Brett Rice, and Grant Reeves. This structure supports a broad range of financial planning and protection services for clients within the region.

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
J. C.
Director Of Operations
Mobile Phone
Email
B. R.
Financial Advisor
Mobile Phone
Email
A. L.
Financial Advisor
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

100%

50%

0%

2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from coreVISION Financial Group

Name

Title

Contact Info

Location

Last Update

G. R.
Chief Compliance Officer
Mobile Phone
Email
Apr 01, 2024
J. C.
Director Of Operations
Mobile Phone
Email
Oct 17, 2024
B. R.
Financial Advisor
Mobile Phone
Email
United StatesKentucky
Jun 02, 2026
A. L.
Financial Advisor
Mobile Phone
Email
United StatesKentucky
Apr 15, 2026
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 May 2026. These team members are located across 2 continents, including North AmericaEurope.

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

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

Chief Compliance Officer: G. R.
Director Of Operations: J. C.
Financial Advisor: B. R.
Financial Advisor: A. L.
Interim Bookkeeper: A. V.

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coreVISION Financial Group Employee Directory

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