CoverProfile

Kory Fay

Wealth Advisor

Goelzer Investment Management

United States, Indiana, Indianapolis

About Me

As a Wealth Advisor, Kory works collaboratively with clients and a team of experienced advisors to analyze our clients' financial situation, simplify complex financial concepts and choices for clients, create financial planning roadmaps that lead to our clients' financial success as they define it, and communicate regularly to track progress and make course corrections along the way.

Profile Information

Wealth Advisor

Goelzer Investment Management

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Indianapolis

Indiana

United States

Jan 11, 2025

More profiles to browse

Profile Photo
Gavin Stephens
Chief Investment Officer
Profile Photo
Brett Mckamey
President
Profile Photo
Craig Maschmeyer
Portfolio Manager
AC
Andrew Concannon
Senior Partner

You Might Like

DZ
Donna Zanetti
Manager of Client Services
Pennsylvania Capital Management
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
PM
Prtima MISHRA1
Software Engineer
PA TEST
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc