Cory is most passionate about coming to deeply understand clients and helping them feel secure in their financial plan. He takes great pride in providing strategies that build true and lasting wealth for clients, so they don’t have to worry about money again. He also enjoys expanding clients’ horizons so they dream bigger dreams and have the guts to go after those dreams.
Cory is also passionate about families, both his client’s families and his own. Cory knows that stories are often at the center of family life and he loves hearing his client’s stories. Cory says: “I love being a dad and a husband and enjoying the journey that goes along with that role. Relationships are so important to me. It’s my client, my wife and my kids and the relationships I hold with each of them that spur me to get out of bed every day and crush life.”
Cory has quite a varied work experience, having entered the financial services industry in 2011. His commitment to serving clients well led him through several organizations, where he often learned of better and more effective ways to handle client relationships. But the opportunity to shape business culture at Strait & Sound is truly exciting for him. In this role, Cory gets to bring to bear the best of what he’s learned to clients every day.
In the five years Cory worked with Morgan Stanley, he received the Portfolio Manager Designation. It was also during this time that he began to discover a competency in guiding clients toward early retirement. His experiences in working with these clients have given him insights about how to achieve complex financial goals with limited resources. This is why Cory believes in being really smart with money.
- Pfizer (2003-2009)
- First Data Corporation (2009-2011)
- Baer Financial Services (2011-2012)
- Wells Fargo Advisors (2012-2014)
- Morgan Stanley (2014-2019)
- Alpha Cubed (2019-2021)
- Strait & Sound (2021-Present)
BA Economics, New Mexico State University, 2002
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