Kori is a founding partner in the firm. She works closely with clients to construct allocation-based, growth-oriented and income-producing portfolios. Her focus is on risk management and supporting her client’s current lifestyle needs as well as longer-term wealth planning goals. Kori is committed to helping her clients develop an understanding of their investments and strategies, creating confidence and peace of mind. She is responsive, accessible, and accountable, viewing these traits as fundamental to a strong advisory relationship and client satisfaction.
Kori is active in the community. She serves as the recording secretary on the board of directors of the Friends of Bethlehem Mounted Police. She also volunteers and is a Tocqueville Society member of United Way of the Greater Lehigh Valley. Kori is married with three daughters and enjoys her pets, running, and following college sports.
Education and Designations:
- Brown University – B.A. in Economics; B.A. in Mathematics
- Certified Private Wealth Advisor® (CPWA®)
- Chartered Retirement Planning CounselorSM (CRPC®)
