Cory is an expert in taxation with a particular interest in developing multi-year tax planning strategies for individuals, families, businesses, and trusts. Having joined the Punch team in November 2022, Cory has collaborated with Punch and many of its clients for more than 15 years from his prior CPA firm. Recognizing that tax is only one component of wealth planning, Cory takes great pride in knowing his clients and working with them to create tax plans that enhance their overall financial and family goals.
Born and raised in Sioux Falls, South Dakota, Cory earned BA degrees in Government/International Affairs and Spanish from Augustana College. He also holds an MBA from the University of St. Thomas in St. Paul, Minnesota. Cory passed the CPA exam in May 2003 as a candidate of high distinction. Prior to joining Punch, Cory was a partner at a Minneapolis CPA firm specializing in tax planning and preparation for high-net-worth individuals, businesses, and trusts.
Cory and his family reside in Bloomington, Minnesota. In his free time, he enjoys tennis, reading, photography, and traveling to discover new places.