Meet the Team

Kori Manus, AIF®, CEPA®, CRPS®

PARTNER
[email protected]
614-548-9806

Kori has over 25 years of experience in the financial services industry and works closely with a select group of individuals and families with complex financial lives. She provides thoughtful guidance across planning, investing, tax efficiency, and long-term legacy decisions.

With a background rooted in entrepreneurship, Kori brings a practical, real-world perspective to her work. She specializes in comprehensive planning, helping clients navigate the complexities that come with significant wealth, including cash flow and liquidity planning, estate strategies, and investment management.

Kori earned her bachelor’s degree from The Ohio State University and holds the Certified Exit Planning Advisor (CEPA^®), Accredited Investment Fiduciary (AIF^®), and Chartered Retirement Plan Specialist (CRPS^®) designations, along with her Series 66 registration with Mariner Platform Solutions, LLC, a registered investment adviser.

She is actively engaged in her community, serving on the boards of Southeast, Inc. and Small Biz Cares, and as Vice President of the Exit Planning Institute Central Ohio Chapter.

Kori lives in Plain City, Ohio, with her husband, Nick, and their two daughters, Isabella and Nicolette. Outside of work, she enjoys traveling, golf, pickleball, and hot yoga, and most of all, cheering on her daughters at their gymnastics meets.