CFP®, CRPS®, CPFA®
Financial Advisor
Financial education and helping others is a true passion of mine. Alleviating the stresses of my clients by providing personalized financial plans along with tax and estate planning is the most satisfying part of my job.
Cory has been involved in the financial services industry since 2014. Prior to joining Savant, he was a retirement plan advisor for a nationwide registered investment advisory firm, where he gained significant experience working with and managing retirement plan services for business owners and plan sponsors.
Cory earned a bachelor of arts degree in personal financial planning from Lindenwood University in St. Charles, MO, where he played Division I volleyball. He is a CERTIFIED FINANCIAL PLANNER™ professional, a Chartered Retirement Plans SpecialistSM (CRPS®), and a Certified Plan Fiduciary Advisor (CPFA®).
Cory was born and raised in St. Louis and moved to Chicago in 2019. He enjoys staying active by working out and playing as many sports as possible. International travel is a recent hobby, and Cory plans to visit one new country each year. He and his father are avid Kansas City Chiefs fans and watched them win Super Bowl LIV in Miami in 2020.
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Schedule a No-Obligation Introductory Call
Schedule a Call