As a Wealth Advisor, I am dedicated to helping individuals and families build clarity, confidence, and long-term security in their financial lives. My approach is rooted in trust, education, and a commitment to improving the quality of life for every client I work with.
Outside of my career, I have been married to Lauren for over 7 years, and we have the joy of raising our 3 kids in SW Washington. Much of our time is spent outdoors, staying active, and caring for our farm animals. I have a deep appreciation for hard work, responsibility, and stewardship—values that carry over into both my personal life and my practice.
Sports have always played a major role in shaping who I am. I had the opportunity to play minor league baseball in the Milwaukee Brewers organization, an experience that taught me discipline, perseverance, teamwork, and the importance of preparation. Those same lessons continue to guide how I approach financial planning and client relationships today.
Whether working with clients, spending time with family, or volunteering at our church, I am driven by a passion for growth, balance, and service. My goal is to help every client move forward with confidence, knowing they have a thoughtful plan and a trusted advisor committed to their success.
I have been using Cory Thomas’ services for over 2 years now. He is extremely knowledgeable and very responsive. What I appreciate most is the time he takes to clearly explain any questions that I may have. He does it in a manner that is helpful, sincere, and never once talks over my head. I would highly recommend Cory if you’re looking for an honest, hard working, detail oriented individual.
Positive: Professionalism, Quality, Responsiveness, Value
I have been working with Cory Thomas for several years now. I am amazed at the speed in which he responds to my questions and provides solutions to my needs. Cory is patient, detailed and what I admire most is his compassion and enthusiasm. After every email, text or phone call with Cory, I am left feeling supported, heard, understood.
Nathan is personable, knowledgable, and honest. He is able to explain what can seem overly complicated in an easily understandable way. I love that he was able to tailor my financial plan to my specific goals. From my first meeting with Nathan I knew that his interests aligned with my own. He has the upmost integrity and that is why I decided to trust him with financial future.