As a Founder of Sound Foundation and wealth advisor since 2016, I’ve been helping individuals and families — especially tech professionals at companies like HP, Intel, and Microsoft — navigate the complexities of retirement planning and wealth management. My passion for this work has only grown over that time, and I take pride in building long-term relationships with the families I serve.
On a personal front, I’ve been happily married to Michele since 2013, and together, we take pride in raising five wonderful kids. Family holds a central place in my life and learning about the families of those I work with is one of the favorite parts of my job.
In my professional practice, I specialize in collaborating with local tech professionals, offering customized retirement strategies and plans. I am dedicated to helping clients maximize their current employer benefits for a secure and comfortable retirement.
Beyond the financial sphere, I have a myriad of interests. These include regular jiujitsu classes, pretty much every outdoor recreation, raising farm animals, and simply playing backyard baseball with my kiddos.
Alongside finance I have a background in youth ministry that fuels my sense of purpose and commitment to understanding and serving others. My studies at Concordia and Multnomah University in Portland, OR have shaped my approach and prepared me to serve others well.
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.
I started working with Cory in 2018. Although I had been contributing to various company 401Ks, I did not have a financial advisor or planner. Cory helped me consolidate and articulate my goals. Based on our discussions and my preferences he came up with a plan and six years later, I was able to retire.