Core Planning

Tanner Millar is a financial advisor at Core Planning with a Series 65 designation and four years of industry experience. He has been with Core Planning since 2020 and previously worked at Mac's Docs and Continental Siding Supply. Core Planning provides fee-based financial planning and wealth management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm customizes investment strategies based on client goals and risk tolerances, utilizing a combination of in-house advice, third-party money managers, and model portfolios.

David Kooger is a financial advisor with Core Planning in Ann Arbor, MI, holding a Series 65 credential. He joined Core Planning in 2025 and has prior experience at West Virginia University and the University of Texas at El Paso. Kooger is also the founder of Texel Compass, a business consulting venture focused on assisting entrepreneurs with starting businesses. Core Planning offers fee-based financial planning and wealth management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm customizes investment strategies based on client goals and risk tolerances, utilizing a combination of in-house advice, third-party money managers, and model portfolios.

Rong Gao is a CFP® professional at Core Planning with over 24 years of experience in the financial services industry, including a long tenure at BNY Mellon prior to joining Core Planning. Based in San Francisco, Gao began with Core Planning in 2026. Core Planning is a multi-team firm serving individual and high-net-worth clients with fee-only financial planning, wealth management, and portfolio management services. The firm also provides ERISA 3(21) advisory services for qualified plans, utilizing third-party model portfolios and automated rebalancing tools to tailor investment strategies according to client objectives and risk tolerance.

Michelle Wagner is a CFP® with eight years of industry experience, currently serving as a financial advisor at Core Planning. She previously worked at Facet Wealth and Ellevest and has held roles focused on financial planning and client service. Wagner also works as an independent contractor with Domain Money in a non-registered business development role. Core Planning provides fee-based financial planning and wealth management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers customized investment strategies using a combination of in-house advice, third-party money managers, and model portfolios.

Josiah Kellogg is a financial advisor at Core Planning with a Series 65 credential and one year of industry experience. His prior roles include positions at Creative Edge Group and Cornerstone Wealth Advisors, as well as experience as a tax associate at H&R Block. Core Planning provides fee-based financial planning and wealth management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm customizes investment strategies based on client goals and risk tolerances, utilizing a combination of in-house advice, third-party money managers, and model portfolios.

Rebecca Lees is a financial advisor at Core Planning with a Series 65 credential and one year of industry experience. Prior to joining Core Planning, she worked for Northrop Grumman for 20 years. She also owns Purpose Financial Coaching, a financial education and coaching business focused on budgeting solutions. Core Planning provides fee-based financial planning and wealth management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers customized investment strategies using a combination of in-house advice, third-party money managers, and model portfolios, with a focus on aligning client goals, time horizons, and risk tolerances.

Jason Fedak is a Series 65-licensed financial advisor with Core Planning in New Milford, CT, where he has worked since 2021. He has five years of experience in the financial industry and concurrently serves as a Physician Assistant at New Milford Hospital, a role he has held since 2018. Prior to joining Core Planning, he worked in emergency and urgent care settings for over a decade. Core Planning provides fee-based financial planning and wealth management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm customizes investment strategies based on client goals and risk tolerances, utilizing a mix of in-house advice, third-party money managers, and model portfolios.

Hannah Santa Cruz is a CFP® professional with 14 years of experience in financial advisory. She is currently with Core Planning and has previously worked at Focus Partners Wealth, Churchill Management Group, Stockman Wealth Management, and Peak Investment Management. Core Planning provides fee-based financial planning and wealth management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm customizes investment strategies based on client goals and risk tolerances, utilizing a combination of in-house advice, third-party money managers, and model portfolios.

Andrew Waggoner is a CFP® professional with 10 years of experience in the financial services industry. He is currently with Core Planning and has prior experience at firms including LPL Financial, Bates Financial Advisors, and Metlife Securities. Outside of his advisory role, he has been involved in education through positions with the Hawaii Department of Education and local school districts. Core Planning provides fee-based financial planning and wealth management services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm customizes investment strategies based on client goals and risk tolerance, utilizing a combination of in-house advice, third-party money managers, and model portfolios.

Suzanne Highet is a financial advisor at Core Planning in Portland, OR, holding the CFP®, CFA®, and Series 65 credentials with 21 years of industry experience. Her prior roles include positions at The Stanich Group LLC, Highet Advisory LLC, and CTC Consulting, LLC. Outside of her advisory work, she operates Highet Advisory LLC, a business consulting service focused on supporting registered investment advisors with investment programs and portfolio management. Core Planning provides fee-based financial planning and wealth management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm customizes investment strategies based on client goals and risk tolerances, using a combination of in-house advice, third-party money managers, and model portfolios.

Seth Kelly is a CFA® charterholder with five years at Core Planning and a total of three years in the financial advisory industry. Prior to joining Core Planning, he held investment roles with several public employee retirement systems, including Missouri State Employees Retirement System and Pennsylvania State Employees Retirement System. In addition to his advisory work, he serves as an investment officer with the MoDOT & Patrol Employees' Retirement System, focusing on pension system strategy and investment policy. Core Planning provides fee-based financial planning and wealth management services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm customizes investment strategies based on client goals and risk tolerances, employing a combination of in-house advice, third-party managers, and model portfolios.

Frank Vestal is a financial advisor at Core Planning with one year of industry experience. He holds a Series 65 credential and has prior experience with 11 Financial and as a firefighter with the Kingman and Mohave Valley Fire Departments. Outside of finance, he works as an occupational health technician providing basic life support medical services. Core Planning offers fee-based financial planning and wealth management to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm customizes investment strategies based on client goals and risk tolerances, using a combination of in-house advice, third-party money managers, and model portfolios.

Jill Tripp is a CFP® and holds a Series 65 license with 21 years of industry experience. She is currently with Core Planning and has been with Stewart & Associates, PLLC since 2012. Outside of her advisory work, she is a member of JT Squared LLC, a non-investment-related business she co-owns with her husband, and provides light bookkeeping and property information services to an investment management client. Core Planning offers fee-based financial planning and wealth management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm customizes investment strategies based on client goals and risk tolerances, utilizing a combination of in-house advice, third-party managers, and model portfolios.

Andrew Scheffer is a financial advisor at Core Planning with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Fidelity Investments, Edward Jones, and Yoma Bank. Outside of financial advising, Scheffer is the founder of the 2 Minute M.O.N.K Method, a leadership coaching business serving senior executives. Core Planning provides fee-based financial planning and wealth management to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm customizes investment strategies based on client goals and risk tolerances, utilizing a combination of in-house advice, third-party money managers, and model portfolios.

Christopher Taylor is a financial advisor at Core Planning with five years of industry experience and holds the Series 66 designation. He has worked at firms including Edward Jones and Northwestern Mutual and is currently employed as a financial analyst at the University of California, Santa Cruz, where he oversees budget planning and fiscal management for multiple units. Core Planning provides fee-based financial planning and wealth management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering customized investment strategies and advisory support tailored to client goals and risk tolerances.