Cory has over 20 years of experience in the financial services/insurance industry and is owner and managing member of Safe Harbor Wealth Advisors, LLC and president of Safe Harbor Retirement Group, LLC.
As a fiduciary for his clients, Cory uses an open and transparent advisory process to develop strategies to help protect their financial future and prepare for future obligations.
He is an Investment Advisor Representative and Certified Financial Fiduciary® and also holds his Ohio Life and Health Insurance licenses and passed the Series 65 exam.
Cory hosts Financially Tuned, a weekly radio show that can be heard Sunday at 10am.
Cory earned his bachelor’s degree from Ohio University, a master’s degree in Information and Communication Sciences from Ball State University, and is a Six Sigma Black Belt. Cory and his wife Melissa live in Columbus.