Our Values

We have unwavering vision, we put people first, we are fueled by passion & optimism, and we inspire with empathy. We are dedicated to hard work, and believe in being credible yet simple.

Prioritizes the needs, well-being and interests of individuals.

We put People First

A clear, steadfast understanding of long-term goals without being swayed or deterred by obstacles or distractions.

Unwavering Vision

It’s about supporting and encouraging your colleagues with care and understanding, creating a positive and supportive work environment.

Inspire with Empathy

Trustworthy and believable while maintaining simplicity.

Credible, yet Simple

Strong enthusiasm and belief in what you do, along with a positive outlook toward the future.

Putting in consistent effort and commitment toward achieving a goal or completing a task.

Dedicated to Hard Work

Fueled by Passion & Optimism

Meet Our Leadership

Founder | Head Actuary

Dan Slater, FSA, MAAA

Dan brings over 20 years of actuarial expertise to the table, having served as Founder/Head Actuary at Core Income and previously spent over two decades as an Actuary at Allianz Life. His exceptional contributions were recognized with the Allianz Employee of the Year Award, underscoring his outstanding achievements and dedication in the field.

Founder | Head of Sales

Tim Foley

Tim has over 20 years of experience working with Financial Advisors. He previously worked as VP of Annuity Marketing at American Financial for 7 years, growing a robust knowledge of the insurance industry. As the Head of Sales for over 12 years at Core, he works to help our sales team add value for our advisors and help them deliver excellent client experiences. His passion for people is a driving force behind his success.

Head of Marketing

Lindsey Pattee

Lindsey brings over 18 years of marketing experience at Target, Best Buy, and other esteemed companies, she successfully built, launched, scaled, and sold a Minnesota-based small business within three years. She was recognized for innovation, and received the MN Small Business Award. Additionally, she holds 2 pending patents to further solidify her love of innovation.

Head of Operations

Deborah Isensee

Deborah has over 15 years of experience leading cross-functional teams to achieve operational excellence within large and small organizations, from Fortune 500 to e-commerce startups.
She has received Six Sigma Champion, Lean Black Belt, Scrum Master, and Delta Associates Black certifications as a part of her passion for continuous learning. Deborah seeks out the positive of any situation because she knows there is a great solution to any scenario.