David M. Fluett, CPA

David formed Core Capital Solutions to help corporate retirement plans and high net worth individuals achieve financial success.

Mr. Fluett leads our team with his extensive knowledge of investments and strategies to meet the needs of our clients. Prior to Core Capital, he was an Investment Counselor with Halbert Hargrove/Russell (HH/R), and he was Chief Investment Officer and a founder of EFR Advisors Inc. of Oak Brook, Illinois, where he advised clients on managing their wealth and investing their retirement funds for more than 10 years.

• 32 years of experience in the investment industry
• Accredited Investment Fiduciary
• Bachelor of Science in Finance, University of Illinois
• Master of Business Administration, University of Chicago
• Certified Public Accountant

James Sullivan, M.A.S.,CPA/PFS

James specializes in retirement planning with special emphasis on helping his clients control the specific risks of retirement. Jim has over 20 years of financial planning practice.

• Bachelor of Arts degree from Northern Illinois University
• Master of Accounting Science degree from the University of Illinois
• Certificate in Care Management from the University of Illinois at Urbana-Champaign College Of Medicine, Department of Family Medicine C
• Certified Public Accountant/Personal Financial Specialist

Jean K. Lyon

Jean ensures that Core Capital Solutions LLC administrative and client service functions are well met. She performs database management and files critical regulatory paperwork. Documentation, follow-through, and administrative know-how are all essential in managing your account; Jean makes sure that every detail is attended to. Jean is the front line of our relationship with each client, ensuring they are met with a friendly, knowledgeable team member.

23 years experience in account administration and executive administrative roles