Cory, a Certified Financial Planner (CFP®), brings more than 25 years of experience to the financial services industry. His extensive career includes a significant tenure of 15 years with Merrill Lynch, where he served as a senior financial advisor. Driven by a mission to offer client-focused, independent advice, Cory co-founded our wealth management firm, establishing a reputation for excellence and personalized service.

Cory holds a Bachelor's degree in Finance from Auburn University, where he laid the solid foundation for his financial expertise. Furthering his education, he achieved a Master's degree in Family Financial Planning from the University of Alabama, equipping him with specialized knowledge to guide families in managing their finances.

Outside of his professional endeavors, Cory enjoys a fulfilling personal life in Dothan, AL. He has been happily married to his wife, Anna, for over 20 years. Together, they have a son named Charlie and a puppy named Oreo, creating a warm and close-knit family environment.  He enjoys spending time with friends and family, playing golf, and cheering on his son at the baseball field.