Cory has over 20 years of experience working with individuals, families and small businesses to help solve their personal financial planning issues. His expertise lies in retirement planning, investment planning, insurance planning, education planning, tax planning and estate planning.
He graduated from Boston College in 1997 with a degree in Finance and Economics and has obtained the CFP® (Certified Financial Planner) designation and the CRPC® (Chartered Retirement Planning Counselor) designation.
He currently lives in Crofton, MD with his daughter, Lauren.
* Securities and Investment Advisory Services offered through KCD Financial, Inc. Member FINRA & SIPC. Check the background of this investment professional on FINRA's BrokerCheck.