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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.

State of the Firm

Read the digital copy of our 2020 State of the Firm report to learn more about how our clients experience The CoreVision Difference through lifetime strategic financial plans crafted by award-winning advisors with support from a dedicated customer service staff.

Your 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 aiming 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 Senior Services as Vice President. Previously he was part of the Shelby County Chamber of Commerce Board, 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 visiting new places and rooting for the New York Yankees.

Awards

2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019 Five-Star Professional Wealth Manager1

2015, 2016, 2017, 2018, 2019, 2020 LPL Financial Director's Club2

2014 LPL Financial Freedom Club2

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Jason Pike

Partner

Series 6, 7, 63, 65 held with LPL Financial

Originally from Rushville, Indiana, Jason Pike resides in Waldron with his wife, Jodi, and two daughters, Ella and Claire. Jason currently sits on the Board of Directors for SCUFFY and Girls Inc. of Shelby County. He is an active member of the Knights of Columbus Sacred Heart Council and a supporter of the local FFA program. Jason is a true outdoorsman and enjoys boating and camping.

Awards

2016 LPL Financial Freedom Club2

2019 Five-Star Professional Wealth Manager1

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, 2019 Five-Star Professional Wealth Manager1

2020 LPL Financial Director's Club2

2019 LPL Financial Freedom Club2

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Andrea Lee, CFP®

LPL Financial Advisor

Series 7, 66 held with LPL Financial

Prior to joining the financial world, Andrea earned her degree in Exercise Science from Indiana University and spent years motivating her clients to achieve their fitness goals. As her children reached school age, Andrea found herself searching for new challenges and ways to help others work toward their dreams. As a daughter of a successful CPA, investing was often a topic of discussion in her house growing up, which helped her to realize her second passion: financial planning. Now, as a licensed financial advisor, Andrea coaches her clients toward financial fitness, helping them to see the big picture and pursue their life goals.

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Brett Rice, CPFA

LPL Financial Advisor

Series 7, 66 held with LPL Financial

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.

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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 PTO. 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. She has two sons, Jacob and Shawn, and is an active member of St. Vincent de Paul in Shelbyville. When not working, Sandy enjoys being outdoors and spending time with her family.

Sandy graduated from Indiana Business College and soon after joined the business in 1983. As Director of Client Services, she oversees the daily operational needs of the office and is first-in-line to offer friendly and efficient service to our many clients.

Brittany Zimny

Client Services Coordinator

Brittany Zimny was raised in Shelbyville. After a short period of living in Indianapolis, she returned to Shelbyville with her husband, Kevin. They have three sons, Cameron, Jordan, and Logan. Brittany obtained her Bachelor’s degree from Indiana University Bloomington and her Master’s degree from IUPUI. She joined the CoreVision team in 2020 after staying home for three years to raise her boys. Prior to staying home, she worked in marketing, events, and project management.

Brittany sits on the Board of Directors for Mainstreet Shelbyville and also serves as the chair for Promotions. She is a member of Backyard Shelby. In her free time, she enjoys DIY projects, volunteering, helping with her son’s PTO, being outdoors/staying active, and spending time with family and friends.

CoreVision Financial Group - Nashville

Audrey Morgan

Office Manager, Nashville, IN

Audrey hails from the home of the Indiana Hoosiers—Bloomington—but now resides in Nashville with her husband, Michael, and four children, Carter, Carlee, River and Oaklyn. A graduate of Edgewood High School and Indiana State University, Audrey began her career in the field of education. After spending time at home to start a family, she decided to re-enter the workforce with CoreVision Financial Group, as she enjoys working with a team and using her skillset in a new capacity. Audrey volunteers as a volleyball coach when time permits and enjoys boating, camping, playing sports, and spending time outdoors with friends and family.

Contact

153 East Main Street
PO Box 531
Nashville, IN 47448

Office: 812-988-6077
Fax: 812-988-6179

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.


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, and 2019 Five Star Wealth Managers.

Based on annual production

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