Cory is a 2009 graduate of Purdue University with a Bachelors of Science degree in Financial Counseling and Planning. He started in the financial services industry in 2008 working with seniors to find solutions to fill gaps in medical and income planning. He then moved to a well known brokerage firm, obtaining his securities licenses and working with active traders. He found his passion was creating and developing relationships with clients, helping them plan over the longer term through all of the events of life. This drive took him to the private client division of the company, partnering with high net worth individuals and families in Indiana, Michigan, and Ohio. To further deepen relationships with clients, he moved to another firm within the Indianapolis area to have a more local presence. Cory began deepening connections around Indianapolis, helping with the Broad Ripple Village Association, the Young Professionals group of Broad Ripple, and joining the board of the Rainmakers Young Professionals.
In order to ensure clients are getting the best service and advice possible, Cory found it important to be independent of a large corporation. With a passion to serve as a local source of financial planning, Cory founded Indy Wealth Solutions in March of 2016. This allows him to provide advice strictly based on the best interest of the client.
Cory is passionate about helping young families, business owners, and retirees accomplish their dreams. Whether that is buying a home, having kids, or traveling the world, you shouldn't be alone in navigating those waters.
Outside of the office, Cory and his wife Emily have been married since July of 2012. They enjoy keeping up with Indianapolis and Purdue sports, traveling, and trying new restaurants.