Cory Laird, CFP® CSS®
Cory became a Financial Advisor in 2015. Before joining Minich MacGregor Wealth Management in 2016, he was employed by a reputable independent investment advisory firm in Houston, Texas.
As one of our Financial Planners, Cory concentrates on taking care of the financial and retirement planning needs that often arise for our clients as they near or are in retirement. In addition to managing our firm’s financial planning needs, he assists Jim and Jason with client communication. Cory achieved his CERTIFIED FINANCIAL PLANNER™ certification in 2018. Additionally, to better serve our clients, Cory received his Certified Social Security and Medicare Specialist designation (CSS®) in 2023.
Cory attended Texas A&M University where he earned his Bachelor of Science degree in Economics with a concentration in Financial Economics. He continued at Texas A&M to obtain his Master of Science degree in Economics.
He resides in Saratoga Springs with his wife, Vanessa. He enjoys hiking and racquetball matches with his wife; as well as downhill skiing, coin collecting, and reading action fiction novels.
Bachelor of Science, Texas A&M University
Master of Science, Texas A&M University
Areas of Expertise
CERTIFIED FINANCIAL PLANNER™
Certified Social Security and Medicare Specialist™