Cory is passionate about working with clients to create and manage a comprehensive financial plan, helping them pursue their financial goals. He is a graduate of Franklin & Marshall College, earning a B.A. in Business, Organizations and Society with a concentration in Finance. Cory spent five years working at PNC Wealth Management in Cleveland, OH before relocating back to the Philadelphia area to focus on providing fee-only financial, investment, and estate planning advice to clients. As a CERTIFIED FINANCIAL PLANNER™ Professional, Cory is actively involved with the Philadelphia Estate Planning Council. Cory was also a Five Star Wealth Manager Award Recipient (2022-2023)*.

Cory lives in Conshohocken, PA. An avid golfer and Philadelphia sports fan, in his free time you can often find him on the golf course or cheering on his favorite teams.

Advisory registration held with Wealth Enhancement Advisory Services. Advisory services offered through Wealth Enhancement Advisory Services, a registered investment advisor. Check the background of investment professionals associated with this site on the Investment Advisor Public Disclosure Website.

*Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2022 FIVE STAR Wealth Managers. Awarded 11/01/22 for the period of 2/21/22 - 11/01/22. Awarded 11/01/2023 for the time period 02/13/2023 through 08/31/2023.