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Cory Wietfeldt, CFP®

Principal/CCO

Cory maintains an acute focus on his clients’ best interests. Drawing on his knowledge of the many areas of investment planning and more than 20 years of experience, Cory implements programs specifically designed for each of his clients.

Cory serves on the board of the Kalamazoo Civic Theatre and stays involved with the community and in the busy lives and varied interests of his four children. He, his wife Kelly and their children live in Portage.