CFP®, CRPS®
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 is a financial advisor in Savant’s Chicago and Downers Grove, IL offices.
As a CERTIFIED FINANCIAL PLANNER® professional and Chartered Retirement Plans SpecialistSM (CRPS®), Cory is knowledgeable in all areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding.
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.
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.