Kory’s practice focuses on multi-generational wealth management and provides financial planning to professionals, business owners and individuals. As an entrepreneur at heart, his background and experience has allowed him to help implement and communicate strategies in wealth accumulation, tax reduction strategies using qualified retirements plans and to help provide risk management profiles for the past 30 years. Critical to Kory’s success is his needs-based approach and ability to ask the important sometimes tough questions. Listening, being proactive, confidentiality and transparency while working with individuals, families and businesses are the foundation of his practice.
I’ve been practicing since 1993 in Arizona. Outside of the office I am an active Life Member and past board member of the Chandler Compadres. I have served in various capacities with the Boys & Girls Clubs of the East Valley, Future Farmers of America, Easter Seals of Arizona (past Chairman Board of Directors). Pam has been active in Chandler as well with the Chandler Service Club and the Chandler Schools. Kory & Pam have two children, Kody and Mackenzie and two grandchildren. In his spare time, he enjoys golf, pickleball, hiking, skiing, and fishing & hunting.