Kory Lenz, CFP® | Financial Planner

Kory is a Certified Financial Planner™ who joined Thomas Financial from Morgan Stanley. He is committed to providing holistic financial planning for clients in all life stages.

Kory utilizes an in-depth discovery process and sophisticated planning software to gain a complete understanding of his clients’ goals and total financial picture. After analyzing a client’s current situation, he provides tailored planning, investment and insurance recommendations. Clients can track progress towards their goals in real time and meet with Kory to make adjustments as needed.

Kory maintains FINRA Series 7 and 66 licenses, as well as Florida licenses 2-14 and 2-40. Kory is a member of Tampa Connection and the Tampa Bay Estate Planning Council.

He earned his Bachelor of Science in Business from Miami University in 2012 and his Master of Business Administration from the University of Tampa in 2017. Kory and his wife Morgan are expecting their first child later this year.