Cory is a Founding Partner and Wealth Management Advisor for Cornerstone. From helping families plan for a child’s college education, working to reduce taxes, or saving for retirement to working alongside small business owners, he works directly with clients to develop an investment strategy geared toward their unique, long-term goals.
The emphasis of Cory’s practice is getting to know each client, so he can help them pursue their goals and take care of their family. In addition, he enjoys being able to meet new people and establish a personal relationship with each client.
One of Cornerstone’s main focuses is to help clients position themselves to make retirement dreams come true. Cory and his team will develop a strategy tailored toward unique retirement goals and a plan to track those goals through retirement.
Another area of focus is helping small business owners make sure their business retirement plans are efficient and effective while monitoring progress to ensure adherence to the plan.
Cory earned a Master of Science degree from Florida Tech and currently holds General Securities Representatives (Series 7 held with LPL Financial), Uniformed Combined State Law Examination (Series 66 held with both LPL Financial and NewEdge Advisors), and life and health insurance licenses.
Cory has lived in the Athens/Madison area his entire life. He and his wife, Sabrina, have two children. Both children enjoy playing sports. Their son is also an outdoors enthusiast, while their daughter loves to bake. The entire family loves animals and has two miniature Schnauzers, Molly and Hazel.