Wealth Advisor
Kory J. Fay
CFP
®
Biography
Kory J. Fay serves as a Wealth Advisor at Goelzer Investment Management. Kory joined the firm in 2019 and has more than 10 years of comprehensive wealth planning experience.
Prior to joining Goelzer, Kory worked for a non-profit organization for 8 years, serving in various roles supporting language development and Bible translation work in parts of Africa. Kory began work in the financial services industry working as a support advisor for a tax preparation and planning firm, helping to prepare and review tax returns for clients and providing education on various tax and wealth planning matters.
Kory received his Master of Science in Personal Financial Planning from Kansas State University in 2017 and holds a Bachelor of Arts degree in Theology from Valparaiso University. He is a CERTIFIED FINANCIAL PLANNER™ professional.
Goelzer Insights
- Private Investors: After the Election, What’s Next for the Tax Cuts & Jobs Act? (December 3, 2024)
- Private Investors: Concentrated Stock Positions: Considering Your Next Steps (March 28, 2024)
- Private Investors: Tax-driven Retirement Plan Choices Post-SECURE 2.0 (May 16, 2023)
- Private Investors: Wealth-building Strategies to Consider in Down Markets (June 27, 2022)
