Kory Pearson

About Kory Pearson

As a Financial Advisor for Coleman, Trillow and Associates through Northwestern Mutual, I partner with clients to create personalized financial plans that align with their short and long-term goals. With over 10 years of customer service experience in various industries, including retail and insurance sales, I have developed strong skills in new business development, communication, and relationship buildingI apply skills from my previous experience to help clients optimize their financial decisions and outcomes, whether they are saving for retirement, planning for education, or investing for growth. I am passionate about building trust and rapport with my clients, and providing them with tailored solutions that fit their needs and preferences. I am also committed to continuous learning and professional development, and I seek to expand my knowledge and expertise in the financial services industry. Setting and achieving your financial goals can be challenging, a professional advisor can help streamline and organize your timeline. Consumers have access to hundreds of firms. A question we sometimes ask are self when making big decisions is, am I ready for this? Do I need assistance? Can I manage this myself. Is this going to be expensive. The answer is we meet you right where you are and delegate from there. We gain nothing if the consumer isn\'t put in the best position possible. Our main objective is to have your best interest at heart which is why people choose to partner with us.

Experience

1. Financial Advisor

   Northwestern Mutual

   Apr 2024 — Present · Cleveland, OH, US

Education

• Saginaw Valley State University

  Bachelor of Business Administration - BBA

  2015 — 2019

• Saint Francis University

  Business Administration and Management, General

  2014 — 2015