Cory is a driven professional who takes the time to understand the needs of each client and do what is best for the client. He works through complex financial situations to identify the best opportunities and then explains the options in a clear, matter-of-fact way to the client. His client service is impeccable. He is always reachable and always ready to go the extra mile. Cory is dedicated, hard-working and driven to succeed. I have worked with him for many years, referred friends to him and highly recommend tapping into Cory's expertise.