Planning Associate

Cory joined Milestone Financial Planning, LLC in 2026, bringing with him a decade of service in the United States Navy as a torpedoman in the submarine force. His military background instilled a strong foundation of discipline, attention to detail, and commitment to serving others, qualities he now applies in his work with clients. 

He earned his Bachelor of Science in Financial Planning from Southern New Hampshire University, passing the CFP® exam in March 2026, and is passionate about helping individuals and families build confidence in their financial future through thoughtful planning. 

Cory lives in Manchester, New Hampshire with his wife and two children. Outside of the office, he enjoys traveling, staying active through sports and fitness, and spending quality time with his family.