OUR TEAM

At Core Wealth Management, we pride ourselves on developing deep and meaningful relationships with our clients, always seeking to provide the highest level of customer service.

Todd Schanel

TODD SCHANEL, CFA, CPA, CFP®
PRINCIPAL AND DIRECTOR OF INVESTMENT ADVISORY SERVICES, WEALTH ADVISOR

Jackie Goldstick Core Wealth Management Jupitert Florida cropped

JACKIE GOLDSTICK, CFP®
PRINCIPAL AND DIRECTOR OF FINANCIAL PLANNING SERVICES, WEALTH ADVISOR

Doug - Final - Square Web

DOUGLAS MARCELLO, CFP®, ChFC®
WEALTH ADVISOR

DWR_8908-FINAL-SMB

JONATHAN FERNANDEZ-RUBIO, FPQP®
PARAPLANNER

Lori Wiebe Core Wealth Management cropped

LORI WIEBE
ADMINISTRATIVE ASSISTANT