Investment & Planning

A Los Angeles native, 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. Prior to joining Westmount, Cory was an associate wealth management advisor at Northwestern Mutual, where he worked with emerging and high-net-worth clients to develop their financial plans while also managing new client onboarding, investment analysis and more.

As a senior associate at Westmount, Cory applies his extensive experience to oversee various trading, investment management, client service and other financial responsibilities. He earned a Bachelor of Science degree in managerial economics with an emphasis in finance from the University of California – Davis. Outside the office, Cory loves to spend time hiking, camping and exploring the great outdoors of Southern California with his wife and kids.