Certified Public Accountant
Meet your financial specialists.
Since buying his first stock at age 13, Cory has developed a lifelong passion for investments, planning, and the financial industry. In his role, he assists other SWP Wealth Advisors to help clients reach their goals while focusing on superior service and an excellent client experience.
Prior to joining SWP, Cory worked as an auditor for private equity and hedge fund companies at RSM LLP in their financial services practice. His experience as an auditor strengthened his attention to detail, which he brings with him to SWP.
Cory lives in the River West neighborhood of Chicago. His interests include golfing, playing basketball, and taking in movies. As a firm believer that all food tastes better off the grill, he is also an avid griller.
BBA in Accounting, University of Wisconsin-Madison
MA in Accountancy, University of Wisconsin-Madison