Kory Morawietz
CERTIFIED FINANCIAL PLANNER®
Financial Planner
As a Senior Financial Planner at Tennyson Advisory Group, Kory, a CERTIFIED FINANCIAL PLANNER® professional, is passionate about helping individuals and families pursue their lifelong financial goals through comprehensive planning and personalized guidance. He works closely with clients and the advisory team to develop tailored financial strategies designed to address each client’s unique goals and objectives. His experience includes financial planning, tax planning, investment strategies, risk management, Social Security optimization, estate planning, and retirement planning.
Kory brings seven years of experience in the financial planning industry. He graduated magna cum laude from Texas Tech University with a degree in Personal Financial Planning and a minor in Sport Management. While at Texas Tech, Kory was involved with Red to Black, a peer-to-peer financial planning organization that provides financial education to fellow students, and served as Treasurer of Knowledge Empowering You (KEY), expanding his involvement in financial education and community outreach throughout Lubbock.
Outside of work, Kory enjoys watching soccer, traveling, and spending time with his family in San Antonio, Texas.