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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 earned a Bachelor of Business Administration from Western Michigan University majoring in Finance with a minor in Economics.  In 2007 he earned the Certified Financial Planner™ designation. The CFP® certification mark identifies professionals who have met and maintain the high standards of competency and ethics established and enforced by the CFP® Board.

Cory enjoys staying fit and has competed in several triathlons.  When he is not running, biking or swimming, he is involved in the busy lives and varied interests of his four children.