Cory Underwood, CFA, CFP, recently joined RubinBrown as a partner in the firm’s Wealth Management Services Group. Michael T. Lewis, CPA, managing partner of the Denver office, made the announcement.
Underwood provides financial and investment advisory services such as retirement planning, investment management, asset allocation and diversification, college funding, estate planning, and risk management. Prior to joining RubinBrown, he served as managing partner of his own financial consulting firm located in Albuquerque, New Mexico. Underwood is a member of the boards of the Financial Planning Association and the Society of Financial Service Professionals, as well as a member of the Chartered Financial Analyst Institute.
RubinBrown is one of the nation’s largest accounting and business consulting firms, with over 500 team members working from offices in Denver, Kansas City, Nashville and St. Louis, including an office in St. Louis’ CORTEX Innovation District. Founded in 1952, the firm’s mission is to help clients build and protect value, while at all times honoring the responsibility to serve the public interest. RubinBrown is an independent member of Baker Tilly International, a high-quality, dedicated network of 165 independent firms in 141 countries. For more information, visit www.rubinbrown.com.
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