Cory VanGeffen

Financial Advisor

Direct: 985-847-1055



Cory Van Geffen joined the team in 1998. Cory has been a Financial Advisor for the past 15 years. Cory focuses on up to date information and research, which he uses to create tailored investment strategies for each individual client. Cory specializes in teaching the conservative investor how to use and understand up-to-date features found in many of today's investment products. Cory is very passionate about client education and believes every client should fully understand each investment within their respective portfolios. In addition to controlling the clients cost, Cory's goal and driving purpose is to assist each client in addressing their individual financial concerns and achieving financial independence in a conservative manner.

Cory received his Bachelors Degree in Business Administration with a minor in Economics from the University of Southeastern Louisiana. He holds Series 7, & 63 Securities Licenses, and a Louisiana Life and Health Insurance License.

Cory resides in Slidell with his wife of 13 years, Melissa, two daughters Karis and Farrah, and his son Brady. He and his family attend Church of the King in Mandeville, where he is regularly involved. In his free time Cory enjoys spending time with his family, competitive sports, working out, playing guitar, golfing, or heading off with his family in search of sand or snow.