Corey got his start in the financial planning industry working with Northwestern Mutual and LPL Financial, gaining experience with various aspects of financial planning including wealth protection, life and disability insurance, as well as a deep understanding of customizations through the independent channels of various investment management options.  

 

I see clients as individuals and not as a number in a system. This allows me to better understand each client and gain insight into their unique situation, so that I can help plan for them in the most appropriate way. 

 

Invest in yourself.

 

What do you enjoy about the work you do? ​​​​​

Making a difference in the trajectory of my clients lives. 

 

Don't be afraid to aim to make things better logistically or socially. “Just because something isn’t broken, doesn’t mean that it cannot be improved.”

 

 

 

Securities and advisory services are offered through LPL Financial (LPL), a broker-dealer(member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Sunmark Credit Union and Sunmark Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Sunmark Wealth Management, and may also be employees of Sunmark Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Sunmark Credit Union or Sunmark Wealth Management. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency

Not Credit Union Guaranteed

Not Credit Union Deposits or Obligations

May Lose Value

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Investing in mutual funds involves risk, including possible loss of principal. Fund value will fluctuate with market conditions and it may not achieve its investment objective. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

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