Investment & Planning

Cory has always felt drawn toward business and finance, especially when it comes to helping clients develop a plan for their finances and understand the “why” behind it. As an advisor at Westmount, Cory brings his 10+ years of experience working with high-net-worth individuals and families to help them reach their financial goals. He works closely with clients to develop tailored investment and wealth planning strategies. Before joining Westmount, Cory was an associate wealth management advisor at Northwestern Mutual.

Cory earned a degree in Managerial Economics from the University of California – Davis and holds the Certified Financial Planner certification. A Los Angeles native, Cory loves great food recs and spending time golfing and exploring the outdoors of Southern California with his wife and kids.