Meet Our Team

Tony has been in the financial services industry since 2007 and founded Corio & Associates in 2011. Tony specializes in long-term planning for physicians, business owners and executives.  He serves...

Daniel Koven works closely with clients, closely-held business owners, and families to help them achieve their personal and financial goals. He firmly believes that the three necessary elements of a structurally sound economic plan are...

Patrick is dedicated to alleviating his clients' financial stress, allowing them to spend less time worrying about budgeting and investing, and enabling them to spend more time doing the things they love with the people they love.

Kristin joined Corio and associates in 2018 and is excited to be focused on building and servicing client relationships. Previously, Kristin spent 13 years in healthcare marketing and management at Aetna Inc. She handled new business...

Elaina supports Corio & Associates through ensuring a smooth application process from signature to delivery. She acts as the team's back end business processing expert ensuring that everything that is needed related to the accounts and...