REDWOOD FINANCIAL STRATEGIES
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    • Meet Jake Menden
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      • Scherrer Cares - Building Kindness in our Communities
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Meet CORY SPENCER
​Partner & Advisor
​[email protected]

Book a Meeting
Cory has always enjoyed helping people with the “what ifs” of their financial plans. Getting to know clients on a personal level and allowing them to feel part of the process is why Cory decided to become a financial advisor.

Cory joined Redwood Financial Strategies in August of 2022. He wanted to be a part of a firm that has the investing capabilities of a large firm, but still hold on to that small firm feel.

Before joining the team, Cory had worked for six years alongside attorneys and income planning specialists with Johnson Law Group and Legacy Partners Group. This has allowed Cory to help clients plan for their retirement income as well as giving guidance in Estate and Legacy Planning.
​
Cory holds a Series 65 license. When Cory is not meeting with clients he enjoys the outdoors, spending time with his seven nieces and nephews, as well as volunteering in and around the Milwaukee area.

Find out how Cory can help you with your goals for the future. 

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​Call today! 262-388-3122

Book a Meeting
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249 Pawling Ave., Suites 201-205​, Hartland, WI 53029

HOME  |  ABOUT  |  PHILOSOPHY  |  RESOURCES  |  COMMUNITY INVOLVEMENT  |  BLOG  |  EVENTS  |  CONTACT  |  DISCLOSURES

Mike Reisel
President & Founder

Contact Mike
p. 262.894.5741
​
e. [email protected]

Todd Blazei
Partner & Advisor

Contact Todd
p. 414.630.0890
​
e. [email protected]

Matt Fechter
​
​Partner & Advisor

Contact Matt
p. 262.388.3122
​e. [email protected]

Jake Menden
Partner & Advisor

Contact Jake
p. 262.224.7427
​e. [email protected]

Licensed Insurance Professional | Disclosures | Form CRS
  • Home
  • About
    • Who We Are
    • Meet Mike Reisel
    • Meet Todd Blazei
    • Meet Matt Fechter
    • Meet Cory Spencer
    • Meet Jake Menden
  • The Class
  • Philosophy
  • Resources
    • Community involvement >
      • Scherrer Cares - Building Kindness in our Communities
      • 10th Annual Golf Outing Registration
    • Blog
    • Events
  • Contact
  • Disclosures
  • Form CRS