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We start with the conversation focusing on the client’s goals.  With those goals in mind we create and implement a customized approach to achievement.  We focus on Retirement & Estate Planning while keeping an eye on possible risks.  We help clients achieve Growth Strategies, Income Strategies, and Asset Preservation Strategies for their goals.  For clients with more focused goals, we will tailor our plans, such as College Planning & Protection Solutions.   

We are a team of experienced professionals who's goal is to make sure you feel confident in our service and guidance.

 Meet Our Team 

Cory Weiser, AIF®, CIMA®, CMFC® CRPC®, MBA

Special Care Planner, Financial Services Representative



Cory Weiser has over 20 years of experience in the Financial Services industry and currently resides in Windermere, FL with his wife Julie, and son Emryk. Cory works closely with individuals and small business owners to customize...

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Julie Weiser

Chief Operations Officer



Julie has been part of the Weiser Financial team for the last 8 years. She has over 20 years of experience in customer service, working in both finance and the renewable energy industry. Julie focuses her efforts on the operating...

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Emilynn Cochran

Chief Experience Officer

(407) 393-6610

(407) 422-7569

Emilynn has been with Weiser Financial more than 2 years and has 5 years of managerial experience. She leads the client review processes to ensure clients receive the white glove service once they have joined the Weiser Financial...

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Matthew Douce

Financial Planning Coordinator



Earned a Bachelors of Science in Finance from Florida State University. Matt has over 9 years experience in the Financial Services Industry.

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Taylor Harroun

Client Relationship Manager

(407) 393-6613

Taylor joined Weiser Financial recently and brought over 9 years of excellent customer service experience with her. She assists in the new client onboarding process and client service experience. Taylor has an evergreen focus on client...

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David Coleman

Client Services Specialist

(407) 393-2783

David joined Weiser Financial in 2023 as a Sr. Client Service Specialist.  He has brought with him 20 years of financial industry experience with a focus in compliance and other back office functions. The client experience is...
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