PROCORE ADVISORS, LLC

Your financial success is the very reason that we are here.  And making your experience personal means that we take the time.

About Our Company

Whatever your financial stage, there is a strategy

We provide comprehensive, personalized wealth management services to individuals, families and small businesses.  As a fiduciary, we deliver independent, objective guidance.  We couple cutting-edge technology with sound asset allocation techniques to create financial plans designed to help you maximize what you have worked so hard to achieve.  Because life can be dynamic, with shifting economics, changing tax laws, and new family and personal goals, we monitor your individual plan on an on-going basis.  So, you may rest assured that your financial plan will be fine-tuned to help you meet your goals and life styles.  Now and in the future.

Meet Our Team

Over the years one thing has remained constant, our commitment to our clients.

Keythe Aguilar

CFP®, CCO

 

David K. Hicok

ChFC®, COO

 

Bryan Ward

CFP®, CIMA®, CIO

 

Jennifer Berger

MSW, ACSW

 

  2017 PROCORE Advisors, LLC All Rights Reserved

Keythe Aguilar

CFP®, CCO

 

 

 

 

Keythe Aguilar

CFP®, CCO

 

Bryan Ward

CFP®, CIMA®, CIO

David K. Hicok

ChFC®, COO

Jennifer Berger

MSW, ACSW