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...

Ian joined Corio & Associates in 2018 after serving four years with international accounting firm PricewaterhouseCoopers (PwC). During his tenure with PwC, Ian served on large multi-national clients in multiple industries throughout...

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...

Morgan joined Corio & Associates in September 2019. Morgan will help assist with our Social Media and Content Marketing. Originally from Lititz, Pennsylvania. Morgan attended West Chester University and graduated with a B.S. in...