Cory Zafke & Taylor Sundeen

Cory Zafke & Taylor Sundeen

Co-Founders, Taylor Sundeen & Cory Zafke have worked extensively in the financial service industry. With a combined 30+ years of experience, Taylor and Cory pride themselves in creating well versed financial plans that are customized to meet clients income, tax, and investment planning objectives. Taylor and Cory will discuss a wide range of topics and tools for retirees and pre-retirees to utilize up to and through retirement.

 

Bio

Co-Founders, Taylor Sundeen & Cory Zafke have worked extensively in the financial service industry. With a combined 30+ years of experience, Taylor and Cory pride themselves in creating well versed financial plans that are customized to meet clients income, tax, and investment planning objectives. Taylor and Cory will discuss a wide range of topics and tools for retirees and pre-retirees to utilize up to and through retirement.

 

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