Cori Allen comes to us with a diverse background having worked as a certified school psychologist for several years, an administrative assistant for a financial planning firm for one year, and a customer service/account manager for an international manufacturing and sourcing company for five years. Her background has contributed to her strong organizational, customer service, and computer administration skills. Cori’s role at American Investment Planners is to serve a liaison between clients and Cadaret, Grant & Company, Inc. Cori enjoys spending time with her two beautiful daughters, working out regularly, dancing, painting, and gardening.