,CFP®
Cory has experience in guiding families through the complexities of intergenerational wealth transfer. This includes helping clients develop thoughtful gifting and estate planning strategies and navigating the sometimes-delicate process of settling an estate. Cory strives to help reduce the stress and uncertainty that financial matters can bring, helping clients toward a feeling of confidence during emotionally charged times. His client relationships are grounded in trust, transparency, and a shared vision for the future, bringing clarity and compassion to every step of the journey.
Cory has over 20 years of experience as a fee-based financial advisor. Prior to joining Modera in July 2014, he worked for Wachovia Securities and other fee-only firms based in Richmond, VA, and Waltham, MA.
Cory earned a Bachelor of Science degree in personal finance from Virginia Tech. He is a CERTIFIED FINANCIAL PLANNER® professional and a member of the National Association of Personal Financial Advisors (NAPFA).
Cory lives in Wakefield, MA. He enjoys heading to the North Shore beaches in the summer and the slopes in the winter with his family. When not with family, he can be found at the ice rinks attempting to play hockey or working to perfect his BBQ skills.
What sparked your interest in financial planning? What fuels you every day in your work?
My interest in financial planning was deeply influenced by my parents’ experiences. They did not always receive the best financial guidance, and during volatile times, their advisor was often unresponsive. Seeing firsthand the impact of inadequate support reinforced my commitment to ensuring clients receive reliable and proactive financial advice. This motivates me to provide thoughtful guidance and build lasting relationships based on trust and responsiveness.
What do you feel is a strength that you have?
One of my strengths is my commitment to listening attentively. I take the time to understand people’s concerns, motivations, and values, which helps me collaborate effectively in finding solutions. By fostering meaningful connections and thoughtful dialogue, I can better support individuals in addressing challenges and achieving their goals.
What do you enjoy most about working at Modera?
Collaboration among my peers is one of the most valuable aspects of working at Modera. Rather than a single advisor handling a client’s needs, the entire firm contributes its collective expertise to finding the best solutions. This team-based approach is incredibly reassuring—while I may not always have the perfect answer, I can rely on the knowledge and experience of my colleagues to help resolve any client issue effectively.
When you retire you’re going to…?
I would like to retire to Hawaii. I would also like to spend time working on cars. I have always enjoyed taking things apart and putting them back together. There is something rewarding about being able to build and accomplish something you didn’t think you could do.
CERTIFIED FINANCIAL PLANNER®
Virginia Teach
B.S., Personal Finance
