Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.

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Team photo for CorePlan Wealth Management
Team photo for CorePlan Wealth Management

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Our advisors

Advisor photo for Nadine Bartkowski

Nadine Bartkowski

CFP®, MBA

Financial Advisor

Learn more about Nadine Bartkowski
Advisor photo for Thomas Hauber

Thomas Hauber

CFP®, CRPC, APMA®

Private Wealth Advisor

Franchise Owner
Learn more about Thomas Hauber
Advisor photo for Christopher Hauber

Christopher Hauber

CFP®

Associate Financial Advisor

Learn more about Christopher Hauber


Our team

Nicole Reviello

Nicole Reviello

Practice Manager

Qualifications

  • Wilkes University - B.S. Business Administration
  • Series 7 & 66 General Securities Representative License
  • Series 9 & 10 General Securities Sales Supervisor License
  • Life, Accident & Health Insurance License

Roles & Responsibilities

  • Branding, Advertising and Media Relations
  • Manage Our Online Presence
  • Develop and Implement Efficiencies
  • Create Processes and Procedures
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William T. Philipps

William T. Philipps

Financial Planning Analyst

Qualifications

  • Bloomsburg University - B.S. - Business Administration
  • Series 7 & 66 General Securities Representative License
  • Life, Accident & Health Insurance License
  • Chartered Retirement Planning Counselor℠

Roles & Responsibilities

  • Financial Planning Analysis
  • Investment Analysis
  • Trade Execution
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Brenda L. Wallace

Brenda L. Wallace

Executive Assistant

Qualifications

  • Notary Public

Roles & Responsibilities

  • Greet Clients and Prospects
  • General Client Service
  • Account Opening and Maintenance
  • Calendar Management
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