Kory Hoertz Email & Phone Number

Since beginning my journey with AUI in 2010, I've been consistently driven by a passion for analytics and a love for mathematics. These interests, combined with my innate ability to consult and connect on a personal level, have been instrumental in developing tailored retirement plan designs for small business owners. This unique blend of skills, I believe, is what sets me apart in our field and underscores my effectiveness as an actuary.Being an actuary is more than just working with numbers—it's about interpreting them, understanding the stories they tell, and applying this knowledge to benefit our clients. My firm grasp of the ever-evolving cash balance rules and regulations enables me to provide innovative and adaptable proposals, ensuring AUI stays on the cutting edge of retirement planning solutions.Building strong relationships with clients is at the heart of my work. I see each client as a unique individual with distinct retirement goals. With a personalized approach, I align these goals with the client's business vision, tailoring a strategy that is as unique as they are.If you are a small business owner or a professional in this space, and you're looking to leverage the power of analytics to maximize tax deductions, accelerate retirement savings, and elevate employee benefits, I welcome you to connect with me. Through collaboration, we can explore opportunities that align with your objectives, or those of your clients. I look forward to showcasing how my unique combination of analytic acumen and consulting prowess can drive your success.