Core Wealth Management, LLC

Darenda Hanson is a financial advisor at Core Wealth Management, LLC in Oklahoma City, holding a Series 65 designation with five years of industry experience. Prior to joining Core Wealth Management in 2019, she worked at Peter Terranova, CPA, and Rush Truck Center. Outside of her advisory role, Hanson owns and operates Focused Financial Coaching, where she coaches individuals and couples on day-to-day spending habits. Core Wealth Management is an SEC-registered investment advisory firm with three advisors managing approximately $37.6 million for around 100 clients. The firm primarily serves individual investors, including high-net-worth clients, and employer-sponsored retirement plans, offering discretionary portfolio management, financial planning, and pension consulting services.

Jeremy Doorn is a financial advisor at Core Wealth Management, LLC in Oklahoma City, holding a Series 65 credential with 14 years of industry experience. He has been associated with Core Wealth Management since 2011 and is also involved with Core Business and Financial Services and Blood Lands, Inc. Outside of his advisory role, he serves as a relationship manager at Catmack Inc. Core Wealth Management is a three-advisor SEC-registered firm managing approximately $37.6 million for around 100 clients, primarily individual investors and employer-sponsored retirement plans. The firm offers discretionary portfolio management, financial planning, and pension consulting, employing Modern Portfolio Theory-driven asset allocation and model portfolios tailored to client suitability.

Christian Brim is a financial advisor with Core Wealth Management, LLC in Oklahoma City, holding Series 63 and Series 65 licenses and over 22 years of industry experience. He is also affiliated with the CPA firms Catmack, Inc. and Turnbull & Brim, LLP, where he spends a significant portion of his time providing accounting services. Core Wealth Management is a three-advisor SEC-registered firm managing approximately $37.6 million for about 100 clients, primarily individual investors and employer-sponsored retirement plans. The firm offers discretionary portfolio management, financial planning, and pension consulting, typically employing Modern Portfolio Theory-based asset allocation and model portfolios.