Cory has spent his entire professional career dedicated to financial planning and asset management. His personal relationships allow him to help guide clients towards their retirement goals with careful planning and attention to investment details. Cory works with clients to create and implement comprehensive, goals driven financial plans and investment strategies. He is also responsible for the professional development of team members and maintaining a client centric environment. Cory graduated Summa Cum Laude from the University of Central Missouri. He holds the Chartered Retirement Planning Counselor® (CRPC®) designation and has completed the Investment Strategies and Portfolio Management Executive Education Program at The University of Pennsylvania’s Wharton School of Business. In 2014, Cory was recognized as one of Ingram’s Magazine’s exclusive “20 in their Twenties” honoring outstanding, young entrepreneurs in the Kansas City area. In his free time, Cory enjoys playing tennis, reading, and spending time with his fiancé Cassie.
The amount of money someone has is far less important to a lender than the regular income stream someone has.21 December 2021