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 Jefferson Adcock
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By James Walters
In
Posted July 5, 2016

Jefferson Adcock

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, [...]

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 Matt Bader
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By James Walters
In
Posted September 9, 2016

Matt Bader

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 [...]

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 Brad Caldwell
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By James Walters
In
Posted September 14, 2016

Brad Caldwell

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 [...]

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 Reagan Campbell
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By Rebecca Cherman
In
Posted July 2, 2019

Reagan Campbell

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 [...]

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 Mary Clapp
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By James Walters
In
Posted September 14, 2016

Mary Clapp

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. [...]

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 Drew Digby
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By James Walters
In
Posted September 14, 2016

Drew Digby

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

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 Darryl L. Edmonds
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By James Walters
In
Posted September 14, 2016

Darryl L. Edmonds

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 [...]

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 Susan Rich Harris
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By James Walters
In
Posted September 14, 2016

Susan Rich Harris

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 [...]

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 Philip Henninger
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By James Walters
In
Posted September 14, 2016

Philip Henninger

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 [...]

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 Mickey W. Jacobs
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By James Walters
In
Posted September 14, 2016

Mickey W. Jacobs

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 [...]

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Planning and advisory services offered through TrustCore Financial Services, LLC. |
TrustCore Financial Services, LLC and TrustCore Insurance Agency, LLC, are wholly owned subsidiaries of TrustCore, LLC. This is not an offer, or solicitation of an offer, to buy or sell any security investment or other product.