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Cory R. Libis, CFP®

Cory R. Libis, CFP®

President

For over two decades, Cory Libis, CFP®, has provided comprehensive Wealth Management solutions to finan
cially established individuals and business owners. His holistic approach examines numerous areas, including
investment management, retirement and income planning, asset allocation, tax strategies, qualified plan management, risk management and estate planning.

Cory, CFP®, was named one of the top 50 bank advisors in the country by Bank Investment Consultant (BIC). The ranking is designed to recognize the most successful bank advisors based on several key areas, such as assets under management; percentage growth in assets under management from the previous year; percentage growth in production; amount of advisory business; and the ratio of production to assets under management.

Prior to earning his degree in accounting from the University of Nebraska at Omaha, Cory served four years in the United States Air Force including time stationed in Italy. Originally from South Dakota, he has been involved in many charitable organizations and currently volunteers with the Team Mates Mentoring Program, St. Wenceslaus Church and youth coaching.

Cory and his wife, Angie, reside in Omaha, NE with their three children, Julia, Henry and Andrew. On the weekends you can find him spending time with his family, engaging in various outdoor activities, and mountain biking.

AWARDS

  • Top 50 Bank Advisors by Bank Investment Consultant

PRACTICE FOCUS

  • Retirement Planning
  • Investment Management
  • Business Retirement Plans
  • Estate Planning
  • Insurance Planning

CERTIFICATION / EDUCATION

  • CERTIFIED FINANCIAL PLANNER™
  • Bachelor of Science in Business Administration with an emphasis in Accounting, University of Nebraska at Omaha

AFFILIATIONS (past and present)

  • TeamMates Mentoring Program
  • Habitat for Humanity
  • St. Wenceslaus Church
  • Securities America Financial
  • Institution Advisory Counsel
  • YMCA & KWAA Coaching
  • Knights of Columbus

MEDIA

  • Midlands Business Journal
  • Bank Investment Consultant
  • Bank Insurance & Securities Marketing
  • Independent Banker