Cory joined Baird in 2018 as a Financial Advisor to deliver personalized investment planning services. Using his unique eight-step process, he learns a client’s total financial picture, including debt and cash management, insurance, real estate, education and estate planning, to help clients address financial concerns and develop sound strategies to reach their goals. He also coaches the next generation of investors to be good stewards of wealth.
Cory earned his bachelor’s degree in journalism and public relations from the University of North Carolina at Chapel Hill. He started his career in the financial services industry in 2010 as a financial advisor with Wells Fargo Advisors.