Our Team

Navigating new software integration is seamless with our expert guidance. We offer personalized planning, training, and support to ensure a smooth transition, minimizing disruptions. From easy-access report setups to tailored training and flexible accounting support, we're here to enhance your team's efficiency and success. Let's partner to optimize your investment and empower your team with confidence.

Cori achieved degrees in both Accounting and Finance from Indiana University’s Kelley School of Business and earned her Certified Public Accountant license immediately afterward. Establishing a solid foundation in financial principles and practices, Cori started her career at a large regional public accounting firm. She then moved to a Big 4 firm, PwC, where she leveraged her Six Sigma background to provide investment partnership auditing services to domestic and international financial services sector clients. In January 2016, Cori was recruited by SEI Family Office Services to lead the outsourced fund accounting division. There, she led teams that provided fully outsourced accounting services for clients in private equity, hedge funds, and family wealth offices. She focused on performance improvement, process standardization, and strategic client onboarding in addition to leading initiatives in hiring and training.
 

In January 2019, Cori founded FWO, an accounting and consulting firm based in Carmel, Indiana. Under her leadership and guidance, FWO continues to grow and maintain work quality, adding new staff and clients regularly while continuing to provide first in class service to a diverse clientele throughout the United States.

When not at work, Cori is a dedicated wife and mother that supports her family’s many activities. Despite this, she still finds time to be an avid golfer and world traveler!

Before pursuing his accounting degree at Cal State Fullerton, Marcus served in the United States Marine Corps, completing two deployments on international assignments. Following his military service and college education, he relocated to Indiana to kick-start his career in fund accounting with SEI's Family Office Services division where he spent 4 years. At SEI, Marcus distinguished himself, receiving several awards for his exceptional work quality and attention to detail, particularly in assisting with the onboarding of numerous family offices and the implementation of software and technology solutions. In July 2021, Marcus joined FWO Accounting, where he quickly rose to become the Director of Fund Accounting. Beyond his professional achievements, Marcus is a devoted family man, actively involved in coaching his children's youth sports teams.