Scott Richards

Grant Reeves is a financial advisor with coreVISION Financial Group in Shelbyville, IN. He holds a Series 66 designation and has six years of industry experience. In addition to his advisory work, Reeves is a licensed attorney and serves as a board member for Franklin County Community Schools. coreVISION Financial Group provides discretionary investment management and financial planning to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm combines traditional discretionary management with third-party implementation options, managing over $1.15 billion and employing a primarily long-term investment philosophy with tactical flexibility.

Brent Thoman is a financial advisor with coreVISION Financial Group in Shelbyville, Indiana, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with coreVISION Financial Group since 2023 and has concurrently worked at LPL Financial since 2014. Outside of his advisory work, Thoman is involved in local youth sports as a basketball and baseball coach. coreVISION Financial Group provides discretionary investment management and financial planning services to individuals—including high-net-worth clients—trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a long-term investment philosophy supported by fundamental, technical, and cyclical analysis, offering customized portfolios that include mutual funds, ETFs, stocks, bonds, options, and independent managers, while also incorporating third-party platforms for automated management and tax optimization.

Jason Pike is a financial advisor with coreVISION Financial Group and holds Series 63 and Series 65 licenses. He has 21 years of industry experience, including 16 years at LPL Financial. He co-founded coreVISION Financial Group in 2023 and continues to provide investment advisory services through this independent firm. coreVISION Financial Group offers discretionary investment management and financial planning to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a primarily long-term investment philosophy with tactical flexibility and integrates traditional management with third-party options such as independent managers and automated ETF platforms.

Beau Browning is a financial advisor with CoreVision Financial Group, holding a ChFC® designation and Series 63 license. He has 20 years of industry experience, including 16 years at LPL Financial and three years at CoreVision. CoreVision Financial Group provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a primarily long-term investment philosophy that incorporates fundamental, technical, and cyclical analysis, offering customized portfolios that include mutual funds, ETFs, individual securities, options, and independent managers.

Andrea Lee is a financial advisor at coreVISION Financial Group with eight years of industry experience. She holds the CFP® designation and Series 66 license. Prior to joining coreVISION, she worked at LPL Financial and has longstanding involvement with the Shelby County Athletic Club. coreVISION Financial Group provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a primarily long-term investment approach that includes customized portfolios using mutual funds, ETFs, individual securities, and options, supported by a combination of traditional discretionary management and third-party solutions.

Brett Rice is a financial advisor at coreVISION Financial Group with eight years of industry experience. He holds the Series 66 credential and has worked at LPL Financial, Edward Jones, Pridgeon and Clay, and Knauf Insulation. Rice provides investment advisory services through coreVISION Financial Group, an independent registered investment advisor firm. coreVISION Financial Group manages over $1.15 billion with an 11-advisor team, offering discretionary investment management and financial planning to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a primarily long-term investment approach that incorporates fundamental, technical, and cyclical analysis, along with tactical adjustments, rebalancing, and tax management strategies.