Cory T. Thomas, CPFA®

Cory Thomas is adamant that his client relationships are marked with integrity and transparency.  He believes that everyone should be aware of and have access to the advice that has historically been reserved for the 1%.  Cory has taken a special interest in working with people involved in the tech industry, showing them how to maximize their current employer benefits in ways that many are unaware of.  

As a Certified Plan Fiduciary Advisor® Cory has the unique ability to help employees take advantage of the fiduciary obligations that their employer has to them in regard to their retirement plan.  For employees, this can mean accessing more diversified investment options, better retirement readiness and increased understanding on how to maximize the benefits available to them.

Cory is happily married to his wife Michele and has four beautiful children, Cannon, Eden, Esther & Calvin.  Cory is very involved in his local community & church and is passionate about positively shaping the culture around him.