Core Focus Financial Group

Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.

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Team photo for Core Focus Financial Group
Team photo for Core Focus Financial Group

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Advisors

Matthew Truscott

CRPC

Financial Advisor

Managing Director
Visit Matthew Truscott's website


Team

Marcie Green

Marcie Green

Registered Client Service Associate

Roles & Responsibilities

  • Deliver accurate, responsive service to clients in order to satisfy both criticial rquests and questions on a daily basis
  • Performs ACHs, wire transfers, IRA contributions, withdrawals and RMDs.
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Mia Sahban

Client Service Specialist