Cory Briggs, Cfp®, Aif® Email & Phone Number

Financial markets and the forces that effect them have always interested me. It makes me feel connected to know the impacts that current events have on businesses and individual's goals and investments. I've been fortunate to have worked at one of the world's largest mutual fund companies assisting and educating clients, while expanding my knowledge of the world's financial systems. Although the concepts of investing are pretty simple the industry is filled with "professionals" who are more self-serving. My goal is to earn the trust of clients and show them that there is a better way. This is why I am proud to work at Petersen Hastings, a fiduciary, with an obligation to put our client's interest first. As a primary Fiduciary, Petersen Hastings serves committed investors with complex financial needs. Our multi-generational team of experienced and credentialed professionals deliver innovative solutions through the Trusted Financial Path™ to enhance and preserve wealth. "Petersen Hastings Investment Management" originated in 1962 with the promise to always have the client's best interest at heart. Today, we continue to fulfill that promise by placing caring, customer service oriented team members in positions where they can enhance the experience of each and every client through the Trusted Financial Path™. Petersen Hastings has continued its path of growth in employees, clients, and geographic span to become nationally recognized. A key to this success is the dedication to best serving our clients, the ongoing development of our team, and living by our unique company culture.

Listed skills include Financial Analysis, Cash Flow Analysis, Business Valuation, Capital Structure, and 14 others.