Since 1997, Kori has worked as an adviser and partner with three firms. She earned her certificate in financial planning in 2006. She enjoys the opportunity to get to know clients on a deeper level and craft a financial and investment plan reflective of their values and temperament. Kori remains civic-minded and active. She serves as a trustee for The Library Foundation and currently serves as their Treasurer and on their investment committee; she’s a board member for The Nick Wilson Charitable Group; and serves on the Portland State University Foundation investment committee. You may see her walking her labradoodle, Tchai, riding her Vespa, or learning to dance. She’s also a perennial socce