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Meet CORY SPENCER
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Cory enjoys helping clients navigate the “what ifs” of their financial plans. He values getting to
know clients personally and making them feel involved in the process—an approach that inspired
him to become a financial advisor.
He joined Redwood Financial Strategies in August 2022, drawn to the firm’s ability to combine the
investing capabilities of a large firm with the personalized service and small-firm feel that clients
appreciate.
Before joining Redwood, Cory spent six years working alongside attorneys and income planning
specialists with Johnson Law Group and Legacy Partners Group. This experience allows him to
guide clients in retirement income planning as well as estate and legacy planning.
Cory holds a Series 65 license. Outside of work, he enjoys being outdoors, volunteering in the
Milwaukee area, and spending time with his seven nieces and nephews.
know clients personally and making them feel involved in the process—an approach that inspired
him to become a financial advisor.
He joined Redwood Financial Strategies in August 2022, drawn to the firm’s ability to combine the
investing capabilities of a large firm with the personalized service and small-firm feel that clients
appreciate.
Before joining Redwood, Cory spent six years working alongside attorneys and income planning
specialists with Johnson Law Group and Legacy Partners Group. This experience allows him to
guide clients in retirement income planning as well as estate and legacy planning.
Cory holds a Series 65 license. Outside of work, he enjoys being outdoors, volunteering in the
Milwaukee area, and spending time with his seven nieces and nephews.
