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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 strategies 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.
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 strategies 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.
