Broker Check

About CoreVision Financial Group

Mission

In partnering with our valued clients, our mission is to help them design and implement sound financial strategies that optimize their resources and enable them to grow and preserve their assets. We reinforce this process through consistent communication and uncompromised client support.

Five Start Wealth Manager Award

Our Team

Beau Browning, ChFC

Partner

Series 7, 63, 26 held with LPL Financial

After graduation from Wabash College in 2005, Beau began his career at John Hancock Financial Network. He joined LPL in 2010 and became partner in a group practice located in Shelbyville, Indiana known as CoreVision Financial Group. The firm focuses on helping pre-retirees design and implement customized income strategies aimimg to ease the fear of outliving their money.

Beau Browning currently resides in Fishers with his wife, Mary and daughter, Michaela Carol. He is driven to help clients build a retirement income plan that gives them confidence. Beau and his team of 7 strive to provide a referable experience that clients value.

Beau currently sits on the Board of Directors for the Shelby County Chamber of Commerce, where he served as President in 2016. He is a passionate advocate for the local United Fund in Shelby County (SCUFFY), where he served as its 2014 Annual Drive Chair and 2015 Board President. He also plays a role in several other local organizations including the Blue River Community Foundation and the Major Hospital Foundation. In addition, Beau volunteers as an active member of the Knights of Columbus Sacred Heart Council (#822), and is a parishioner of St. Louis de Montfort Catholic Church in Fishers. In his free time he enjoys travelling the world and rooting for the New York Yankees.

Awards

2012, 2013, 2014, 2015, 2016, 2017, 2018 Five-Star Professional Wealth Manager1

2015, 2016, 2017 LPL Financial Director's Club2

2014 LPL Financial Freedom Club2

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Jason Pike

Partner

Series 6, 63, 65 held with LPL Financial

Originally from Rushville, Indiana, Jason Pike resides in Waldron, Indiana with his wife, Jodi, and two daughters, Ella and Claire. Jason currently sits on the Board of Directors for Girls Inc. of Shelby County. He also volunteers in the annual SCUFFY fundraiser and is an active member of the Knights of Columbus Sacred Heart Council. Jason gives back to his hometown community, as well, by supporting the local FFA program and Rush County Big Brothers/Big Sisters. Jason is a true outdoorsman and enjoys boating, camping, riding dirt bikes, and snowmobiling.

Awards

2016 LPL Financial Freedom Club2

Brent Thoman

Partner

Series 7, 63, 65, 24 held with LPL Financial

Brent Thoman—a lifelong resident of Shelby County—lives in Shelbyville with his wife, Amanda, and three children: Cooper, Camden, and Kendall. Brent is a graduate of the University of Indianapolis where he played four years of baseball for the Greyhounds. He currently sits on the Board of Directors for the Blue River Community Foundation and serves as a committee member for its Unrestricted Community Funds. Brent is also Chair of the Major Legacy Society Committee through the Major Hospital Foundation. He is a parishioner of St. Joseph Catholic Church in Shelbyville, volunteers as a member of their Finance Committee and PTO, and is a member of the Knights of Columbus Sacred Heart Council (#882). Brent is a former assistant baseball coach for Shelbyville High School for 13 years and is an active alumnus with the University of Indianapolis Greyhound Club. In his spare time he enjoys being outside, playing with his children, and spending time with his wife.

Awards

2015, 2016, 2017, 2018 Five-Star Professional Wealth Manager1

 Connect with Brent on LinkedIn

Brett Rice

LPL Financial Advisor

Brett Rice has lived in Shelby County for over 40 years. In 1990, he graduated from Shelbyville High School and pursued an Industrial Engineering Degree from IndianaTech. Brett spent 25 years in manufacturing, working the bulk of those years in supply chain management. He and his wife, Stephanie, have 3 children: Keaton, Marlee, and Hudson; they spend most of their free time supporting the kids’ school and athletic contests. The Rice family attends Shelbyville Community Church and enjoys Walt Disney World vacations and cruises.

Jennie Claxton

Director of Operations

Originally from Noblesville, Indiana, Jennie Claxton resides now in Shelbyville with her husband, Ryan, and her two daughters, Emma and Sophie. Jennie brings four years of management and more than six years of operations experience to the CoreVision team. Jennie is a contributor and fundraiser to the local chapter of the Leukemia and Lymphoma Society. She is an active parishioner at St. Joseph Catholic Church and is a member of the school commission. In her spare time she enjoys cheering on the Indianapolis Colts and spending time with friends and family.

Sandy Leffler

Director of Client Services

Sandy Leffler is a Shelby County native and lives in Waldron, Indiana along with her husband, Tim, and two sons, Jacob and Shawn. She graduated from Indiana Business College and soon after joined the business in 1983. As the Client Relations Manager, Sandy oversees the daily operational needs of the office and is first-in-line to offer friendly and efficient service to our many clients. When not working, she enjoys being outdoors and spending time with her family.

Andrea Lee

Director of Advisor Support

Andrea, born and raised in Shelbyville, returned with her husband, Jason, after the birth of their sons, Brody and Beckam, in 2012. A graduate of Indiana University, Andrea joined our team in 2017 after taking some time off to raise her boys. For the past few years she served as a personal trainer at the Shelby County Athletic Club. Andrea is a parishioner of St. Joseph Catholic Church, where both boys are attending school. In her free time she enjoys running and staying active with her family.

Rainee Martin

Coordinator of Client Support

Originally from Crawfordsville, Indiana, Rainee Martin resides now in Shelbyville with her husband, JD and their 3 children: Grant, Izzy, and Mila.  A graduate of Indiana University, Rainee joined our team in 2018 after previously working the past 10+ years at MainSource Bank, now First Financial Bank.   Rainee is a member of Tri Kappa philanthropic organization currently serving as Vice President for the local chapter and is a parishioner of St Joseph Catholic Church.  When not working she enjoys attending her kid’s activities/programs, staying active with athletics, and playing trivia.


Based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors; Wealth managers do not pay a fee to be considered or placed on the final list of 2012, 2013, 2014, 2015, 2016, 2017, 2018 Five Star Wealth Managers.

Based on annual production

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