Cory Marlow, MBA

Cory Marlow, MBA

Wealth Advisor, President

Cory believes that by understanding where his clients are coming from and where they’re heading, he and his team will be better able to provide them with financial plans tailored to their unique needs. He has a passion for this industry and is honored to guide clients along the financial paths designed to help them pursue their short-and long-term goals.

Cory joined the investment world in 2004 and brings an extensive amount of planning experience to his clients. Cory served as a financial advisor at Key Investment Services and as a financial advisor at Notre Dame Federal Credit Union. He earned his Bachelor’s degree from Valparaiso University and his Master’s degree in business administration from Northern Illinois University.

Cory is a board member for the Elkhart County Junior Achievement & Lemonade Day as well as a board member for Camp Tannadoonah-Camp Fire. Cory is also the current acting Supervisor for Porter Township in Cass County.

Cory lives on Shavehead Lake with his wife, Brittany and their son Foster, daughter Lakelee, as well as their dog Ruby and cat Prudence. In his spare time, Cory can be found cooking, collecting records, attending live music shows, and spending time with his family on the lake.