Jefferson Adcock is a member of the Reed Financial Planning Team at TrustCore. He is dedicated to providing comprehensive financial planning to corporate executives, small business owners, [...]

Matt has a decade of experience formulating complex wealth management strategies for individuals, institutions, and families. He offers strategic financial planning advice and insight for his [...]

Brad Caldwell is tireless in promoting his clients’ financial well-being. He considers himself a “financial quarterback,” leading and coordinating with a client’s other financial service [...]

Reagan joined TrustCore in 2019 as an associate planner working with Randy Lee’s planning practice. Reagan is committed to build a long-term relationship with each client by focusing on their [...]

Mary Clapp is a member of the Reed Financial Planning Team at TrustCore. As an associate planner, she strives to deliver financial planning, service and support tailored to each client’s needs. [...]

Drew provides extensive, coordinated financial planning, including retirement, education, tax, investment, insurance, charity, and estate planning in a fiduciary capacity. Typical clients [...]

Darryl Edmonds founded TrustCore in 1984 with the vision to help clients simplify their financial lives and take control of their futures. Today, Darryl leads one of the largest independently [...]

Susan joined TrustCore in 2009 and brings more than 20 years of financial services industry experience to her role as an Associate Planner with Darryl Edmonds, Cliff Taylor and Brad Caldwell. Her [...]

Philip Henninger is an associate planner, providing comprehensive financial planning tailored to each client’s individual goals and needs. He works with Mickey Jacobs’ team to examine [...]

Mickey Jacobs is a partner at TrustCore and has been in the financial services industry since 1985. He is passionate about helping clients realize their life dreams by delivering trusted [...]