A Cape Cod native, Kory graduated from the Isenberg School of Business at UMASS Amherst with a BS in Marketing. She has gained Invaluable insights into improving operations, managing a client’s investment and retirement portfolios, and developing solid customer relationships from her experience in the retail banking world and the financial services industry. Kory now resides in Georgetown, MA and serves as the client services manager for the Office of Patrick McCormick's wealth management practice. She feels reinforced by the core values of the organization that fosters personal growth and a capability to apply her skills to help to develop and grow the firm in an efficient and effective manner.