Meet Our Management Team
Success can be defined many ways so our job is to understand your definition and create a personalized road map for your future. We are committed to being your advisor and guiding you through the financial hurdles of life.
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ERIC POWELLADVISOR

Eric Powell joined Core Wealth Advisors as a Financial Advisor in 2017. He specializes in the intricacies of the Florida Retirement System, guiding clients to make a suitable decision when choosing their pension and DROP options.

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Michael joined Core Wealth Advisors in 2017 after work in the non-profit and benefits administration space. In his current role as a Financial Advisor, he collaborates with individuals and families to develop financial plans to meet their unique specifications and needs.

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CHUCK FOSS, CPA/PFSAdvisor

Chuck is a co-founder of Core Wealth Advisors, Inc., a Certified Public Accountant and a Personal Financial Specialist, a designation recognized by the American Institute of Certified Public Accountants.

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NATHAN DUNHAM, CFP®Advisor

Nate is a co-founder of Core Wealth Advisors, Inc. and Certified Financial Planner™. He has been in the wealth management business since 1999.

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ANDREW FOSSAdvisor

Andrew Foss is responsible for portfolio maintenance operations at Core Wealth Advisors, Inc. Andrews’s duties include trading operations and portfolio maintenance such as making and allocating trades, rebalancing and monitoring accounts based upon investment models constructed by the investment committee.

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PAUL WEAVERChief Compliance Officer | Analytics

Paul Weaver joined Core Wealth Advisors, Inc. in 2015 and has been in the wealth management business since 2008.

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MATT E. DIAZAdvisor

Matte Diaz joined Core Wealth Advisors, Inc. after a long career as a professional baseball player. Matte’s initial responsibilities will focus on business development and assisting with client relations and communication.

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ANGELA NEWELLCommunity Development

As the lead of Core’s Community Development efforts, Angela’s primary duties are creating a constant brand awareness throughout the community and identifying opportunities that align with our corporate values.

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LISA BURTONClient Services

Lisa recently joined the Core Wealth team after having worked in the wealth management industry since 2013. Lisa is responsible for providing boutique services to our clients, coordinating wealth management administration with our partners at Fidelity Investments and supporting ongoing logistical improvements for our advisors.

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Interested in joining our team: Contact Us