Cory brings extensive knowledge of tax strategies and experience working with individuals, businesses, trusts, and estates. For nearly 20 years, he has assisted clients with tax preparation and projections as well as other tax and accounting-related matters pertaining to retirement planning, family and charitable giving, executive compensation, wealth transfer techniques, cash flow, and budgeting. He has a deep expertise in evaluating business opportunities and implementing accounting systems.
In his new role, Cory will work with clients to organize, plan, and strategize regarding income tax issues specific to their situations, and he will also oversee the firm’s financials. He shared, “As the tax preparer for many of Punch’s clients over the years, I was continually amazed by the firm’s excellence and service to clients. The client-centered critical and creative thinking at every level of the firm is beyond compare. I am thrilled to join Punch and to serve our clients in new and exciting ways.”
Managing Partner, Andy Matysik, remarked: “We enthusiastically welcome Cory to our group! Having worked with Cory for over 15 years on over 50 mutual client engagements, there’s not a lot of mystery here. We have developed a deep degree of trust, rapport, and mutual respect over an extended period of time. Cory is an ideal cultural fit for our firm and represents the values that we hold dearly, chiefly, a resolute focus on our clients.”
Please click here to read more about Cory and view his full biography.
Punch is a preeminent investment and wealth management firm based in Minneapolis, Minnesota. Our mission is to enable families and institutions to steward resources with clarity and purpose.
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