Cory Mertes

Cory Mertes is a seasoned financial executive with more than twenty years of leadership experience across the insurance, financial services, and mortgage banking industries.  A former CPA and licensed securities and insurance professional, Cory has built a distinguished career leading organizations through periods of growth, transformation, and operational optimization. 

As CEO and CFO, Cory has successfully managed a company’s strategic direction, financial performance, and customer experience. Under his leadership, he has achieved consistent profitability and expanded market presence through data-driven decision-making and comprehensive financial analysis.  He has also developed marketing strategies and improved workflow processes while cultivating a culture of accountability and excellence within his team.