Kory Leahy is the Director of Operations and the first point of contact for clients, ensuring the practice runs smoothly and clients receive consistent, high‑quality service. With more than a decade of experience supporting financial advisors, she specializes in managing day‑to‑day operations, preparing client materials, coordinating schedules, and keeping every detail organized behind the scenes. Her work allows the team to deliver a seamless client experience and maintain strong, long‑term relationships.
Originally from Cape Cod, Kory graduated from the Isenberg School of Management at UMass Amherst with a degree in Marketing. She now lives in Georgetown with her partner, Scott, and their three children—Scarlet, Kash, and bonus son, Scotty. As a working mom, she values a role that offers both professional growth and the flexibility her family life requires.
Outside the office, Kory enjoys family time, camping in her RV, workouts, reading, and trips to the Cape to see family and friends. What she loves most about her work is getting to know clients beyond their financial plans—their families, interests, travels, and the milestones they’re excited about. Those connections are what make the work meaningful.