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More about me: I graduated from the University of North Carolina – Chapel Hill where I started off studying medicine. However, after a series of events including getting to walk some friends through personal finance decisions, I decided to switch course. (That happened to also be when I met my wife, a nurse practioner, who is a much better studier than I am, and she scared me away from the MCAT).
Now as an advisor, I’m passionate about the opportunity I have to bring about a sense of security and well-being to my clients through financial advising. In order to help clients feel free from the burden of financial stress, I work with them on anything and everything financial, including student loans, budgets, retirement investments, and financial planning. My specialty is helping those I work with make the right investment selections in their retirement plans.
I work alongside Seth, my brother and fellow wealth advisor. Together we’re able to provide clients with access to further expertise and better resources than what we could do on our own. Together, we host dinner presentations for medical professionals and benefits groups up and down the East Coast, and we’ve spoken at hospitals including the Mayo Clinic, Duke University, Emory University, and UNC.
My wife and I are originally from Charlotte and we both are recreational CrossFit junkies. We have a Border Collie named Luna who I’m probably on a walk with right now, and we’re blessed to get to do what we do every ay.
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.
Check out the background of our investment professionals on FINRA’s Brokercheck: http://brokercheck.finra.org
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker/dealer, member FINRA/SIPC (finra.org and sipc.org); collectively registered for offering to residents of AK, AL, AR, AZ, CA, CO, DE, FL, GA, HI, ID, LA, MA, MD, ME, MI, MO, MT, NC, NJ, NM, NV, OH, PA, SC, TN, TX, VA, & WA. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Sound Foundation Wealth Advisors are not affiliated. As Investment Advisor Representatives with Cambridge Investment Research Advisors, an SEC Registered Investment Advisor, we are able to offer investment advice in all 50 states.