The leadership Behind Core
With decades of experience supporting independent RIAs, CORE is led by seasoned operators who bring strategic insight, disciplined execution, and a deep understanding of what it takes to build and scale advisory firms. Our leadership partners closely with advisors—connecting the right expertise at the right time to support confident growth.
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Co-FounderWith over 20 years in the RIA industry and more than 60 advisor transitions under her belt, Tami knows what it takes to build and run an independent firm from the ground up. She brings a deep background in billing, operations, and systems integration—and a get-it-done mindset that clients count on. Tami leads CORE’s implementation efforts and takes pride in making complex transitions feel seamless.
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Co-Founder
Doug has spent over a decade working closely with RIA business owners, helping them streamline operations and strengthen the client experience. He’s a natural relationship builder and a steady hand behind the scenes—ensuring processes run smoothly, advisors feel supported, and nothing falls through the cracks. At CORE, Doug focuses on strategic partnerships and keeping day-to-day operations tight.