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

Alexia Smaller

Director of Marketing & Operations

Alexia co-owns Core Financial with her husband, Dave Menard. She came to the financial services industry in a roundabout way having owned a hardware store in Canon City, CO. She graduated from Colorado College in 1977 with a BA in...

Ashley Lauwereins, FSCP

Investment Advisor Representative with Osaic Wealth, Inc

Ashley Lauwereins is a financial services advisor with Core Financial. She has worked in the financial industry since 2020 and joined Core Financial December 2023. Since beginning her career, Ashley has passed FINRA Series licenses 6,...

Brenna Chenoweth - Lamar, CO

Investment Advisor Representative with Osaic Wealth, Inc

(719) 336-5550

brennachenoweth@core-financial.net

As a seasoned financial advisor with a passion for helping individuals and families secure their financial futures, Brenna Chenoweth combines extensive expertise in personal finances, health insurance, and Medicare solutions to deliver...

Cisco Rubio - LUTCF, FSA
Las Vegas, NM

Independent Insurance Agent

(505) 426-4226

ciscorubio@core-financial.net

Hilario "Cisco" Rubio has been an independent insurance agent and broker since 2004. He specializes in helping individuals, families, and small businesses in Northern New Mexico with all their benefit needs such as health insurance,...

David A. Menard, LUTCF, CLTC, Life member MDRT,
Co-Owner CORE Financial

Investment Advisor Representative with Osaic Wealth, Inc

(970) 226-2744

davemenard@core-financial.net

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 individuals with...

Deana Menard

Client Services Specialist

deanamenard@core-financial.net

From March 1991-November 2020, Deana spent almost 30 years with one of the largest Cable companies in the nation. During this time, she held several leadership positions in Materials management, guiding teams of 2-10 amazing people to...

Monty Coen - Lamar, CO

Investment Advisor Representative with Osaic Wealth, Inc.

(970) 226-2744

montycoen@core-financial.net

Monty Coen is a financial professional with Core Financial and an Investment Advisor Representative with Osaic Wealth Inc. A member of Core Financial since 2005, he specializes in assisting clients with 401(k) retirement plans and...

Nancy McDonald

Client Services Specialist & Scheduler

nancymcdonald@core-financial.net

Nancy started with Core Financial in 2005. She and her husband, Scott, had come to Colorado to pastor a church which they still pastor to this day. Nancy joined Core Financial on a part-time basis to help schedule Dave’s appointments....