Cory began his career at Baird in 2007, building a diverse skill set through roles as an office intern, portfolio specialist, and associate financial advisor. These experiences provided him with a comprehensive understanding of both Baird and the financial services industry.
A graduate of the University of Cincinnati, Cory holds a Bachelor of Science in Finance and Accounting. He is a CERTIFIED FINANCIAL PLANNER™ professional, meeting the rigorous education and experience standards set by the College of Financial Planning. Additionally, he is a Certified Student Loan Professional, specializing in advising clients on student loan management and repayment strategies.
Cory resides in Villa Hills, Kentucky, with his wife Kristen, their two sons, and their Aussiedoodle, Rooster. He actively participates in the St. Joseph Crescent Springs Holy Name Society and the St. Elizabeth Healthcare Foundation. In his leisure time, Cory enjoys outdoor activities, following University of Cincinnati athletics, and watching soccer and auto racing.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirement.