Cory is a partner at Apexium Financial LP. Previously, he was a founding partner of Capstone Wealth Management, LLC and served as the firm’s Chief Risk Officer for both Insurance and Investment Strategies.
Cory also was the head of the Financial Alliance Group that serviced accountants, attorneys, trust officers, and financial advisors. Cory is nationally known for his expertise in structuring and implementing advanced life insurance and estate planning strategies for high net worth clients. He is a regular contributor for numerous industry publications, including the Journal of Accountancy, The CPA Journal and the Journal of Financial Planning.
Prior to founding Capstone, Cory was a managing director of Cowan; one of the largest privately held wealth management firms in the country. Cory received a degree in Finance and has earned the Certified Financial Planner™ designation.