Cory Schroeder

About Cory Schroeder

As a Founder and Wealth Management Advisor with Bison Wealth Management, I work with successful business owners medical professionals and attorneys to navigate the complexities of tax-efficient wealth planning, estate preservation, and business succession strategies. My mission is to ensure that my clients’ hard-earned wealth stays in their family, not in the hands of the IRS all while giving them the clarity and confidence to focus on what matters most. Have you ever experienced these situations: Feeling uncertain – You’ve built a successful career or business, but you’re unsure if your financial strategy is structured to minimize taxes and secure your long-term future. Feeling exposed – You’re paying more in taxes than you should, but no one is offering specific, proactive strategies to keep more of what you earn. Feeling frustrated – You want to protect your assets, but estate planning, wealth transfer, and business succession seem overwhelming and full of complicated options. Feeling concerned – You’ve worked hard to grow your wealth, but without a proper succession plan, your business, family, and legacy could face financial uncertainty. As a Founder and Wealth Management Advisor with Bison Wealth Management, I can support you in your endeavor to attain these desired situations: Feeling relieved – We implement strategic tax mitigation to ensure you’re optimizing every dollar and not leaving unnecessary money on the table. Feeling confident – You have a structured estate plan that protects your family, assets, and business from unexpected disruptions and excessive taxation. Feeling secure – With a customized business succession strategy, you gain peace of mind knowing that your business will transition smoothly when the time comes. Feeling empowered – By leveraging advanced strategies such as Irrevocable Life Insurance Trusts (ILITs), Charitable Remainder Trusts (CRTs), and tailored business structures, you ensure that your financial future is aligned with your goals and long-term vision.Reach out via LinkedIn messenger or using the contact information below to explore how you can secure your future: 30••••••02 c••••••••@nm.com bisonwealth.nm.com Wealth Management Advisor | Wealth & Legacy Strategist | Tax-Efficient Planning | CFP®, CEPA®

Experience

1. Senior Instructor - Sergeant First Class (E-7)

   Wyoming Army National Guard

   Jul 2025 — Present · Guernsey, WY, US

   Senior Instructor for the General Studies branch at the 213th Regional Training Institute.Instruct the Common Faculty Development Instructor Course (CFDIC)Teaching the next generation of Army Instructors about the following- Adult Learning- Experiential Learning Model- Concrete Experience, Publish & Process, Generalize New Information, Develop and ApplyBasic Army Instructor Badge Senior Army Instructor BadgePrimary MOS - 13F (Fire Support Specialist)

Education

• Accelerated Flight School

  Private Pilot License, Aviation

  2016 — 2016

• University of Wyoming

  Master of Business Administration - MBA, Finance, General

  2017 — 2018

• University of Wyoming

  Bachelor's of Science (B.S.), Business Administration

  2012 — 2015

• University of Wyoming

  MBA Energy Concentration , Energy and Natural resources

  2018 — 2018

• Yale School of Management

  Graduate Certificate, Certified Private Wealth Advisor

• University of Wyoming

  Master of Science - MS, Finance, General

  2019 — 2020

• Harvard Extension School

  Accounting Graduate Certificate, Accounting

  2018 — 2019

• Wright Junior Senior High School

  High School Diploma, General

  2003 — 2008