In his role as Client Engagement Manager, Kory’s focus will support the firm’s continued growth through strategic outreach initiatives. He will serve as a key connection point for prospective clients, ensuring an exceptional experience from initial introduction through long-term partnership.
Kory’s career has evolved through roles in financial analysis, client relations, and project management. He has implemented operational improvements and led initiatives that strengthened efficiency and organizational growth. His analytical expertise, paired with a genuine passion for helping individuals work toward financial confidence, has been a consistent theme throughout his progression across various industries.
Currently working toward his Series 65 certification, Kory continues to expand his knowledge and capabilities to better support clients and the firm. Outside of work, he enjoys spending time with his daughter, exploring the outdoors—whether at the beach, on the golf course, or snowboarding.
In his role as Client Engagement Manager, Kory’s focus will support the firm’s continued growth through strategic outreach initiatives. He will serve as a key connection point for prospective clients, ensuring an exceptional experience from initial introduction through long-term partnership.
Kory’s career has evolved through roles in financial analysis, client relations, and project management. He has implemented operational improvements and led initiatives that strengthened efficiency and organizational growth. His analytical expertise, paired with a genuine passion for helping individuals work toward financial confidence, has been a consistent theme throughout his progression across various industries.
Currently working toward his Series 65 certification, Kory continues to expand his knowledge and capabilities to better support clients and the firm. Outside of work, he enjoys spending time with his daughter, exploring the outdoors—whether at the beach, on the golf course, or snowboarding.