About Cory
Cory works at multiple offices and specializes in trust administration and estate planning. He supports his clients by helping them realize and achieve their life goals through holistic planning and developing meaningful, long-term relationships.
Cory lives in Fairfax, VA, with his wife, Ashley (a fellow Focus Partners Wealth advisor), and their Maltese, Louis. Outside of work, he enjoys trying new restaurants, Vietnamese and Italian being his favorites. He also enjoys reading biographies, lifting weights at the gym, and watching sports. He is unfortunately a fan of disappointing sports teams – the Baltimore Orioles and Washington Commanders, Wizards, and Capitals.
Education and Professional Milestones
- George Mason University - Bachelor’s Degree in Finance
- Northwestern University - Certificate of Financial Planning coursework
- Member of the Financial Planning and Wealth Management Advisory Board at George Mason University
- Has held roles at BNY Mellon Wealth Management as a senior portfolio analyst and Capital One Investing as a private wealth associate
Cory works at multiple offices and specializes in trust administration and estate planning. He supports his clients by helping them realize and achieve their life goals through holistic planning and developing meaningful, long-term relationships.
Cory lives in Fairfax, VA, with his wife, Ashley (a fellow Focus Partners Wealth advisor), and their Maltese, Louis. Outside of work, he enjoys trying new restaurants, Vietnamese and Italian being his favorites. He also enjoys reading biographies, lifting weights at the gym, and watching sports. He is unfortunately a fan of disappointing sports teams – the Baltimore Orioles and Washington Commanders, Wizards, and Capitals.
Education and Professional Milestones
- George Mason University - Bachelor’s Degree in Finance
- Northwestern University - Certificate of Financial Planning coursework
- Member of the Financial Planning and Wealth Management Advisory Board at George Mason University
- Has held roles at BNY Mellon Wealth Management as a senior portfolio analyst and Capital One Investing as a private wealth associate