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Financial Advisors Marion Iowa

Financial Advisors Marion Iowa

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Kori Avis

EXECUTIVE ASSISTANT

e: kori.avis@truewealthstewardship.com
t: 319-373-4124

Kori Avis joined Craig Adamson in June of 2015. She has worked as an assistant in the financial and insurance industry since 2005 and also has a background in the healthcare field. Her role as Executive Assistant includes processing paperwork for new and existing accounts and responding to client requests, along with managing Craig’s daily schedule. When you call the office, Kori’s will be the voice on the other line.

Kori was born and raised just outside of Marion. She and her husband, Craig, have 2 children – Kinley and Kellen, along with a “fur-baby” J.J. As a family, they enjoy watching Iowa football and basketball (Go Hawks!) and rooting for the Chicago Cubs. They spend a lot of time camping and boating during the summer months. While her role as a mommy to young kiddos keeps her busy, in her free time Kori enjoys running and reading.

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. We do not sell your data to anybody. Ever.

Securities and Advisory Services are offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. Financial Planning offered through TrueWealth Stewardship, LLC, a Registered Investment Advisor and a separate entity from LPL Financial.

The LPL Financial Register Representatives associated with this site may only discuss and/or transact securities business with residents of the following states:

Craig Adamson: IA, AZ, CO, FL, GA, IL, IN, KS, KY, MD, MI, MN, MO, NE, NY, OH, SC, TX, VA, WI, WY

Sean Tobin: IA, FL, IL, MO, NY, NC, PA, TX, UT, WI

TrueWealth Stewardship

Toll-Free: 844-774-9284

Office: 319-373-4124

888 10th Street, Suite 101
Marion, IA 52302

1114 N Dodge St., Suite C
Iowa City, IA 52245

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