Five Star award winners coreVISION Financial Group

PROFESSIONAL PROFILE

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coreVISION Financial Group

LPL Financial

2177 Intelliplex Drive, Suite 201

Shelbyville, IN 46176

Office: 317-398-8200

info@corevisionfg.com
www.corevisionfg.com

Professional Approach

Vision Statement:

Helping pre-retirees design and implement customized income strategies aiming to ease the fear of outliving their money.

Beau Browning

Partner

Phone: 317-398-8200

Beau Browning, ChFC^®
Partner

Series 7, 63, 26 held with LPL Financial

beau@corevisionfg.com

After graduation from Wabash College in 2005, Beau began his career at John Hancock Financial Network. He joined LPL in 2010 and became partner in a group practice located in Shelbyville, Indiana, known as CoreVision Financial Group. The firm focuses on helping pre-retirees design and implement customized income strategies aimimg to ease the fear of outliving their money.

Beau Browning currently resides in Fishers with his wife, Mary, and daughters, Michaela and Capri. He is driven to help clients build a retirement income plan that gives them confidence. Beau and his team strive to provide a referable experience that clients value.

Beau is a passionate advocate for the local United Fund in Shelby County (SCUFFY), where he served as its 2014 Annual Drive Chair and 2015 Board President. He also plays a role in several other local organizations including the Blue River Community Foundation and the Major Hospital Foundation. In addition, Beau volunteers as an active member of the Knights of Columbus Sacred Heart Council (#822), and is a parishioner of St. Louis de Montfort Catholic Church in Fishers. In his free time he enjoys travelling the world and rooting for the New York Yankees.

Awards
2015, 2016 LPL Financial Director's Club, based on annual production; 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023 Five Star Wealth Manager*; 2014 LPL Financial Freedom Club, based on annual production

*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023 Five Star Wealth Managers.

Brent Thoman

Partner

Phone: 317-392-4480

Brent Thoman
Partner

Series 7, 63, 65, 24 held with LPL Financial

brent@corevisionfg.com

Brent Thoman—a lifelong resident of Shelby County—lives in Shelbyville with his wife, Amanda, and three children: Cooper, Camden, and Kendall. Brent is a graduate of the University of Indianapolis where he played four years of baseball for the Greyhounds. He currently sits on the Board of Directors for the Blue River Community Foundation and serves as a committee member for its Unrestricted Community Funds. Brent is also Chair of the Major Legacy Society Committee through the Major Hospital Foundation. He is a parishioner of St. Joseph Catholic Church in Shelbyville, volunteers as a member of their Finance Committee and PTO, and is a member of the Knights of Columbus Sacred Heart Council (#882). Brent is a former assistant baseball coach for Shelbyville High School for 13 years and is an active alumnus with the University of Indianapolis Greyhound Club. In his spare time he enjoys being outside, playing with his children, and spending time with his wife.

Awards
2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023 Five Star Wealth Manager*

*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023 Five Star Wealth Managers.

Jason Pike

Partner

Phone: 317-398-8200

Jason Pike
Partner

Series 7, 63, 65 held with LPL Financial

jason@corevisionfg.com

Originally from Rushville, IN, Jason Pike resides in Knoxville, TN with his wife, Jodi, and two daughters, Ella and Claire. Jason currently sits on the Board of Directors for SCUFFY and Girls Inc. of Shelby County. He is an active member of the Knights of Columbus Sacred Heart Council and a supporter of the local FFA program. Jason is a true outdoorsman and enjoys boating and camping.

See Accomplishments

This award was issued on 9/1/23 by Five Star Professional (FSP) for the time period 11/14/22 through 5/31/23. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 1,594 Indianapolis-area wealth managers were considered for the award; 132 (8% of candidates) were named 2023 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2022: 1673, 131, 8%, 9/1/22, 12/27/21 - 6/24/22; 2021: 1716, 128, 7%, 9/1/21, 12/7/20 - 7/2/21; 2020: 1786, 143, 8%, 9/1/20, 12/2/19 - 6/12/20; 2019: 1659, 153, 9%, 9/1/19, 11/19/18 - 6/28/19; 2018: 1588, 149, 9%, 9/1/18, 12/28/17 - 7/23/18; 2017: 1164, 182, 16%, 9/1/17, 12/29/16 - 7/13/17; 2016: 1083, 332, 31%, 8/1/16, 1/15/16 - 7/21/16; 2015: 1743, 348, 20%, 9/1/15, 1/15/15 - 7/21/15; 2014: 2009, 360, 18%, 9/1/14, 1/15/14 - 7/21/14; 2013: 1624, 413, 25%, 9/1/13, 1/15/13 - 7/21/13; 2012: 1375, 387, 28%, 9/1/12, 1/15/12 - 7/21/12.

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Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through CVFG LLC DBA coreVISION Financial Group, a registered investment advisor. CVFG LLC and coreVISION Financial Group are separate entities from LPL Financial. (FINRA.org) & (SIPC.org)

Disclosure: The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: Alabama, Arizona, California, Florida, Georgia, Illinois, Indiana, Iowa, Kansas, Kentucky, Massachusetts, Michigan, Minnesota, Missouri, Montana, New Jersey, North Carolina, New York, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, West Virginia and Wisconsin.

Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria-required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria-considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance . Wealth Managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com