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I am your go-to person for all things account-related. With a knack for detail and a passion for making sure everything runs smoothly, I specialize in processing account paperwork to ensure seamless transactions and client satisfaction.
I thrive on organization and efficiency, ensuring that every document is meticulously handled and processed with accuracy and speed. From new account setups to managing paperwork for existing accounts, I’m here to streamline the process and make your experience hassle-free.
But it’s not just about paperwork for me – I understand that behind every account is a person with unique needs and concerns. That’s why I’m committed to providing personalized attention and support, answering any questions you may have and guiding you through every step of the way.
In my free time you can find me spending time with my husband and three kids or working my photography business in Meridian, ID. I also lead worship at my church and ejnoy getting CrossFit workouts in during the week.
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.