Are you dreaming of retiring early, but don’t know where to start? Join financial advisors, Steve Lorence and Cory Barel as they discuss some strategies and tips on how you can create a solid retirement plan that can help you accomplish your goals.
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Financial Advisor
Cory has been involved in the financial services industry since 2019, when he joined Savant as a wealth strategy intern in the wealth transfer and financial planning departments. Before transitioning to his current role, he spent time as an associate advisor, gaining broad exposure to Savant’s financial planning process.
Cory earned a bachelor’s degree in economics with a double minor in finance and entrepreneurship from Tufts University. He is a CERTIFIED FINANCIAL PLANNER™ professional.
Cory was born in Freeport, IL and moved frequently throughout his childhood, both domestically and internationally, leading to a passion for traveling. Outside the office, he can be found at local golf courses or on tennis courts. Cory has a growing interest in cooking and enjoys watching football and supporting Manchester United in the British Premier League.
Financial Advisor
Steve has been involved in the financial services industry since 2013. Prior to joining Savant, he worked at a nationwide financial advisory firm as a relationship manager, facilitating the financial planning process for clients.
Steve earned a bachelor of science degree in finance with a focus on financial services and management from Kansas State University. He is a CERTIFIED FINANCIAL PLANNER™ professional.
Steve serves on the board of trustees at Burpee Museum of Natural History. He has a passion for sports and fitness and likes to spend his free time at the gym or outside enjoying nature.