315 Edelweiss Drive, Unit 8Bozeman, MT 59718
Core Wealth is comprised of individuals who share strong work ethic, trust, respect, and desire to better serve their clients. The goal of Core Wealth is to develop and achieve our client’s financial goals from the center (the core). We believe financial goals that have a strong core are able to withstand various obstacles throughout the process of pursuing financial independence.
Dan Ritter, CFP®, has been assisting clients and other professionals since 2007 after serving in the United States Marine Corps for 23 years. Dan received his CFP® Certification in 2015 after completing extensive training,...
Kelsey Erickson, Marketing Coordinator, started her career as an Advisor Assistant in 2014 while she was finishing up her B.A. in Business Management at Eastern Washington University. Kelsey gained experience working in Spokane and...
Mike Erickson, Financial Advisor at Waddell & Reed, has been assisting clients and other financial professionals since 1997. A year after Mike joined the company, he became the District Manager and held that managerial role until 2011...