Client Services Specialist
Cory joined the firm in May 2021 and is currently pursuing higher education that will enable him to further his career within the financial services industry. He graduated from Pennsylvania State University – Berks Campus with a B.S. in Financial Services and a Minor in Accounting.
He brings a strong passion and dedication towards assisting clients and continues to gain valuable knowledge by working closely with the other advisors, meeting preparation, and aiding in client paperwork.
Cory currently resides in Barto, PA. He is an avid Philadelphia sports fan, enjoys going to the beach, and golfing with friends.
"The most important investment you can make is in yourself." – Warren Buffet