Our Professionals
Back in 1988, the founders of CORE Financial began working along the front range as independent agencies working in our own hometown markets. We worked together for many years helping families and small businesses plan for, and insure, their financial future.
We formed CORE Financial in 2001 and greatly expanded the products and services that we make available to the public. We now have a number of very qualified insurance-licensed individuals and Registered Representatives of Signator Investors, Inc. that have joined together to make up an integral part of our firm. Our representatives are continually attending various company and industry-provided educational courses to grow their knowledge of the products and strategies that are available to you. Our representatives are well versed in a variety of financial disciplines with tremendous resources available to help get the job done right.
CORE Financial - Financial Professionals
David A. Menard, LUTCF, Life member MDRT Co-Owner CORE Financial
Investment Advisor Representative with Royal Alliance Associates, Inc.
Dave Menard is the co-owner CORE Financial with his wife, Alexia, based in Fort Collins, CO. Since 1988 he has worked in the financial management field, helping successful executives, business owners and affluent (read more)
Monty Coen - Lamar, CO
http://www.core-financial-lamar.net/team/monty-coen
Investment Advisor Representative of Royal Alliance Associates, Inc.
Brenna Chenoweth - Lamar, CO
Investment Advisor Representative of Royal Alliance Associates, Inc.
brennachenoweth@core-financial.net
Brenna Chenoweth is the health specialist in the Core Financial office in Lamar, CO, and has been in the insurance industry for ten years. Because Brenna works through a health broker, she is able to access all major (read more)
Cisco Rubio - Las Vegas, NM
Cisco Rubio was born and raised in Las Vegas, New Mexico (the original Vegas). He has been with Core Financial since 2005. He is considered a Twin Career Representative as he also is an Assistant Pastor at Victory Church. (read more)