How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Cory Underwood, CFA®, CFP®
Managing Member, Wealth Advisor
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Thank you for your interest in getting to know us and exploring how we can support you. As the Founder of IronSight Wealth Management, I'm honored you are interested in learning more about our firm and how we can help you.
My mission since establishing the firm was simple: to create a relationship-based wealth management experience for families and small business owners. We are passionate about providing independent, customized financial advice to our clients.
With over 20 years of experience, I specialize in helping individuals with customized portfolio management, financial planning, cash flow management, retirement planning, tax planning and estate planning strategies. My true passion lies in guiding and coaching my clients, empowering them to make informed decisions and achieve their goals so they may have peace of mind about their financial future and a life rich in experiences, relationships and purpose.
As a 3rd generation small business owner, I've inherited a legacy of hard-earned wisdom while having the privilege to learn invaluable lessons from our family’s businesses; namely the power of resilience, the importance of maintaining consistent quality, and the unquantifiable value of building trust
On a personal note, I was born and raised in Clovis, NM, and currently reside in Highlands Ranch, CO with my wife Kimberly and our two children, Teagan and Drake and of course our Goldendoodle Copper. I obtained my Bachelor's degree in Business Administration with a specialization in finance from the University of New Mexico Anderson School of Management. Continuing my education, I earned a Master of Business Administration with a specialization in finance from the Rawls College of Business at Texas Tech University. I'm proud to hold the Chartered Financial Analyst (CFA®) designation and the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification.
While finance is my professional passion, I also actively engage in my community. I serve as a Board President of the Financial Planning Association Colorado, and I actively volunteer time at my church and various organizations.
Outside of work, I enjoy pursuing my favorite hobbies, which include golfing, fly fishing, snowboarding, playing guitar and immersing myself in the great outdoors.