My goal as Wealth Advisor has always been simple – to assist clients in solving for their future financial goals, identify possible blind spots in reaching those goals, and understand their financial objectives. With over 20 years of experience in finance and investing, I help clients chart their financial course and navigate the roadmap to reaching the desired destination. I continue to work closely with clients to understand their income needs, tax situations, and planning priorities, ensuring that every investment recommendation aligns with both financial goals and lifestyle values. Our approach at Sound Foundation enables clients to navigate changing financial environments with the confidence that our team truly knows them and has developed a relationship that considers their unique circumstances. One of my greatest joys as an advisor, is the deep relationship that develops with a client as a trusted professional in their life. My passion is investing, and I feel blessed to advise clients on a daily basis around such an integral part of their future.
When I’m not advising clients, I enjoy spending time with my two boys, sharing with them my love for outdoor sports and adventures. From paddleboarding the rivers of Idaho in the summer, to snowboarding in the winter. You can also find me regularly on a golf course, the green belt or in the mountains.
In the past, I have been involved in supporting our non-profit community locally, volunteering with organizations such as The Idaho Food Bank, Neighborhood Housing Services, Paint Town, and various Financial Education programs, teaching our youth the value of investing and financial literacy.
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.