At TrustCore, we strongly believe that money should be used as a tool to create a life that is fulfilling and meaningful. From the individuals we partner with to the nonprofits we serve, we love getting to know our clients and uncovering their goals. We strive to deliver financial strategies that can support you today and fuel the dreams you want to live out tomorrow.
We aim to organize each piece of your wealth and thoughtfully point each element towards a purpose that you've defined. Our team will collaborate with additional professionals-including your CPA, estate attorney, insurers, trust companies and more-to coordinate your financial journey.
We aim to organize each piece of your wealth and thoughtfully point each element towards a purpose that you've defined. Our team will collaborate with additional professionals-including your CPA, estate attorney, insurers, trust companies and more-to coordinate your financial journey.
Services
Jefferson Adcock is a member of the Reed Financial Planning Team at TrustCore. He is dedicated to providing comprehensive financial planning to corporate executives, small business owners, doctors, and other professionals.
With a strong core competency in incorporating alternative investments into client portfolios, Jefferson and the Reed Team collaborate with clients to identify the best possible strategies to achieve their financial goals both now and into the future.Jefferson became a partner at TrustCore in 2017.
With a strong core competency in incorporating alternative investments into client portfolios, Jefferson and the Reed Team collaborate with clients to identify the best possible strategies to achieve their financial goals both now and into the future.Jefferson became a partner at TrustCore in 2017.
We help business owners bridge their business's success with their personal financial lives. For business owners, work and play are often intertwined. TrustCore helps create an individual financial plan for each owner, built upon an understanding of how the business influences the inflows and outflows of his or her unique personal financial picture.
Nonprofits and foundations are incredibly innovative and resourceful, but staffing levels often require management and team members to wear many hats and work long hours just to ensure the agency's programmatic bases are covered. We understand the complex landscape in which nonprofits and foundations operate.
Reagan Campbell joined TrustCore in 2019 as an associate planner working with Randy Lee's planning practice. Reagan is committed to building a long-term relationship with each client by focusing on their individual wants and needs, and never backing down from a challenge. She enjoys complex problem solving and has an eye for the details.
Gary Dean is the chief executive officer of TrustCore, overseeing all strategic and operational aspects of the firm - including technology, operations, accounting and marketing. His goal is to deliver leadership and an operational platform that enables TrustCore's professionals to focus on providing industry-leading service to clients.
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