Cory enjoys researching markets and strategies which are important for making good financial decisions. As a Senior Wealth Advisor at Petersen Hastings, he believes in teaching and working alongside clients so they better understand their financial situation and can achieve peace of mind.
Cory is recognized by Dave Ramsey as a SmartVestor™ investment professional for Tri-Cities and the surrounding area. He is also the Chairman of the Petersen Hastings Investment Committee. Cory holds a Master of Business Administration (MBA) degree in Finance from Washington State University and a Bachelor of Science degree in Business Administration from Central Washington University. He holds both Certified Financial Planner™ (CFP®) and Accredited Investment Fiduciary® (AIF®) designations. Prior to joining the PH team, Cory has also obtained specialized financial experience through his tenure with Vanguard as an Equity Fund Financial Analyst.
In the community, Cory is a Junior Achievement volunteer for local elementary school students. He enjoys teaching the youth about economics and how to better prepare for success as they grow older. In his spare time, Cory enjoys spending time with his wife and three children, watching Seahawks games, and spending time doing outdoor activities such as camping, hiking, and snowboarding.