Our History

CORE Financial was Built on an Honest Upbringing & Decades of Priceless Real-World Experience in the Financial Industry

Learn more about the history of Core Financial in Auburn Hills - jamie-bodyA Message From James, Founder of CORE Financial

My inspiration for starting CORE Financial Group stems from working every summer as a kid at the Nickerson Inn located in Pentwater, Michigan. The Inn was owned by my Grandparents, and it was my job to help wherever it was needed.  Depending on the day, I was a dishwasher, busboy, waiter, maid, cook, etc.  I was taught the importance of helping at all levels while my Grandparents entertained the guests and guided the staff.  I admired my grandparents as they were hard-working and successful business owners. I witnessed them touch the lives of many families and couples through their business.  Along with their hard work, it was the interaction and relationships with the guests and staff that I enjoyed watching, and it sparked my desire to start my own business.

Upon graduating from The University of Michigan in 2001, I managed physician practices for two years, learning the business side of medicine. In 2003, I took that valuable knowledge and started working at a small private firm in the financial services industry.  It was there that I learned the skills to consult with families and businesses and to guide them in their financial decisions. In 2005, I journeyed to a larger publicly-traded company and broadened my knowledge on other available products and strategies.  These were great learning experiences that prepared me to launch CORE Financial Group in 2009.
James Mundy
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