As a Client Service Specialist, I enjoy supporting our team by bringing organization, accuracy, and efficiency to every aspect of my role. I am committed to ensuring processes run smoothly and details are handled with care so our advisors can focus on their clients.
My background in education and corporate retail operations strengthened my ability to adapt quickly, stay organized, and problem solve effectively while maintaining high standards of professionalism.
In my free time, I love spending time with my husband, our daughter, and our two dogs. You can usually find us at our CrossFit gym, exploring the outdoors, or finding a new home DIY project.
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.