Cory is committed to helping individuals and families build, protect, and preserve their wealth through thoughtful financial planning and personalized strategies. He partners with clients to clarify their goals, navigate important financial decisions, and create comprehensive plans designed to support long-term security, confidence, and peace of mind.
As the Owner and Managing Member of Safe Harbor Wealth Advisors, LLC, Cory brings a fiduciary commitment to every client relationship. He holds Ohio Life and Health Insurance licenses and is a registered Investment Advisor Representative with a Series 65 securities license. Cory is also a Certified Financial Fiduciary®, reinforcing his commitment to always act in his clients’ best interests.
Beyond his work with clients, Cory is passionate about financial education. He hosts the weekly financial radio show “Financially Tuned,” airing on several local stations and available as a podcast. He is a frequent guest on NBC4-TV’s Columbus Living and produces educational content on his YouTube channel, where he covers a wide range of financial topics designed to help viewers make informed decisions.
Cory earned his bachelor’s degree from Ohio University and his master’s degree from Ball State University. He is also a Six Sigma Black Belt, reflecting his focus on disciplined processes and strategic planning. Cory and his wife, Melissa, reside in Columbus, Ohio.