Cory Yearian
Financial Advisor
Introduction
My practice is built on putting the needs of my clients first and foremost. With my process, I work with clients and their families to develop an individualized investment strategy designed around their personal situation. I believe Sierra Ridge Wealth Management and our experienced support team offer my clients a unique experience. Sierra Ridge Wealth Management has the resources to find some of the best and brightest people in the industry and I am grateful to have them on my team.
I was raised and currently reside in Williamsburg, IA with my wife Hayley and our 5 children (Bryce, Jenna, Jordyn, Colton and Dakota). I graduated from Simpson College with a degree in Economics. Outside of work I am active with the Williamsburg Lions Club, Secretary of the Williamsburg Parks and Rec commission. I love spending time with my children and either coaching or being a spectator at their activities. When I get time, I enjoy hitting the links and cheering on the Iowa Hawkeyes.
Service Team
Joseph Bonacci
Portfolio Management Associate, CFA
Christie Terranova
Office Administrator
Anna Alarcon
Administrative Assistant and Insurance Coordinator
Kaitlyn Pfluger
Trader & Licensed Administrative Assistant
Executive Team
Giancarlo Foti
CEO & Founder
James Slaughter
President, CGO & Founder