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Meet CORY SPENCER
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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.
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.
