- Our Team
- Financial Services
- Who We Help
- Our Approach
Jamie Mundy is the founding partner of Core Financial Group. He graduated from The University of Michigan in 2001 and has spent the last 12 years as a trusted financial representative to business owners, doctors, executives and families. He has been described as a “financial contrarian” based on the success of his non-traditional approach to wealth building and retirement income strategies, developed over years of industry experience.
Aaron Thierry lives in Clarkston with his family. He met his wife Lisa in 2007, and they married in 2009. Their first son Jack was born in 2012, then in 2014 their daughter Josie was born. In 2016 they welcomed their third child Maximus to the family. As a family, they enjoy sports, hunting, biking, camping, and church. Aaron and Lisa love to attend concerts together.
Patrick Lalley lives in Auburn Hills with his girlfriend Stacey. They have several house plants, all of which have been alive for several years. They enjoy the simple things in life, spending time with family, traveling and being outdoors in mild to very warm climates with cold weather exceptions for cutting down a Christmas tree or a really big game.
Catherine Toone “Cat,” grew up in Grand Blanc and attended Powers Catholic in Flint. In March of 2018, she married Kelly Toone, a chef by trade and Vice President of Plum Market Food Service. They currently live in Grand Blanc and have one son together named Liam. Cat’s son Owen was born in 2007 and also lives with her in Grand Blanc.