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.

Christina joined Baird in 2018 as a Client Specialist with The Wessel Group, supporting the team in providing integrated retirement planning and financial services. With more than 20 years of experience in the financial services industry, she helps ensure clients the personalized guidance, attention to detail and seamless service they need to stay confident in their financial future.

Christina received her degree in English/Language Arts Teacher Education from the University of North Carolina at Asheville.