Cory joined our team in 2011 as a financial advisor specializing in portfolio management and financial planning after graduating with a degree in management, economics, and accounting from Huntington University. Cory is motivated by a desire for his clients to have a clear understanding of their financial outlook, and he gains fulfillment in helping his clients work through major transitions such as retirement, job changes, or the loss of a loved one.

Cory is very active in the community. He has served on boards or committees for the Marion-Grant County Chamber of Commerce, the Gas City Area Chamber of Commerce, the Kiwanis Club of Gas City, the United Way of Grant County, the Crossroads District of the Wesleyan Church, and LEAD, Inc.

Cory met his wife, Katie, while they were both students at Huntington University. Cory and Katie were married in 2011 and have two boys, Hudson and Blake. They are members at College Wesleyan Church and enjoy serving there in multiple capacities. When Cory isn't spending his free time enjoying his family, he loves playing golf and making trips to Wrigley Field to watch the Chicago Cubs.

The Investment Management Consultant designation is awarded to those who complete the Raymond James Institute of Investment Management Consulting program.