Cory Davenport, CFP®
President & Founder

Cory was born and raised in the Englewood, Ohio.  After graduating from Northmont High School, he attended Wright State University where he graduated with a bachelor's degree in Financial Services.  He has been providing individuals, families and small businesses with financial advice since 2003.  Cory holds the FINRA Series 7 & Series 66 licenses, the Ohio Life & Health insurance license as well as the CERTIFIED FINANCIAL PLANNER™designation.

Mr. Davenport is a recognized leader in the field of retirement planning in the Miami Valley.  He specializes in working with retirees and their special needs such as tax planning, investment planning, retirement income planning and innovative estate planning strategies.

Cory resides in Centerville with his wife, Christie and their two daughters, Bailey and Elliana.