Cory Shepherd, ChFC®, CFP®
President
Early in life Cory was drawn towards dueling passions in business and education. In his financial practice he found a way to end the duel and marry the two together. The primary focus of his planning practice is educating and empowering physicians and entrepreneurs. Ever in pursuit of personal growth, Cory has attained the Chartered Financial Consultant® & Certified Financial Planner® designations, requiring thousands of hours of experience and rigorous training. He is the author of Cape Not Required, a strategic guide to finding greater power in your life. Cory is also the co-host of Your Business, Your Wealth, a podcast focused on bringing valuable philosophy and financial strategy to entrepreneurs and all others interested in building financial independence.
After 14 years in Seattle, Cory moved to Chicago with his wife Danielle, where she is completing a pediatric residency at Lurie Children’s Hospital. Cory is an avid tennis player, runner, and coffee roasting hobbyist. When Danielle has the occasional day off, they enjoy taking their dog Kubo on adventures in the great outdoors.
Financial Advisor
Disclosure
