2 months ago
Post-Election Market Update
With November 3 behind us, CAPTRUST Chief Investment Officer Kevin...
- With CAPTRUST Since 2020
- 2199261182
-
3100 Village Point
Suite 200
Chesterton, IN 46304
Cory Helmbrecht, CWS®
Consultant,
Relationship Manager
- Mora, MN
- Power of Habit | Yes Man
- Morgan Freeman, Steve Jobs, and Yvon Chouinard
- Don't judge your success by another's ruler
- Drive, punctuality and tenacity
Financial Advisors
Cory is a consultant, relationship manager, based out of the CAPTRUST Lakeside location.
Cory joined CAPTRUST in 2020 and is charged with organizing and preparing client meetings, following up with client tasks, and researching strategies to help his clients along their financial journeys.
Prior to joining CAPTRUST, Cory served as a financial advisor with Lakeside Wealth Management, a firm specializing in financial planning, fiduciary and corporate qualified plan consulting, small business services, risk and asset management, and estate, tax, and life insurance planning since 2002.
When he is not at the office or with a client, Cory is an avid outdoorsman and enjoys spending time kayaking and biking.
Education
- Bachelor of Science degree in economics and marketing from Purdue University North Central
Industry Designations
- Certified Wealth Strategist® (CWS®)
Memberships
- Volunteer—Boys and Girls Clubs of Greater Northwest Indiana PALS Program
- Volunteer—Rebuilding Together Duneland
- Volunteer—United Way
News & Resources
Wealth Management
Resources
2 months ago
Post-Election Financial Planning Considerations
Taking a little time out to understand the basics of...
Resources
3 months ago
America Has Voted
It’s early the morning of November 4, the day after...
Wealth Management
3 months ago
Market Update | October 2020
In this video, CAPTRUST Chief Investment Officer Kevin Barry recaps...
