Team Members

Get to know Corey

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.

What are you able to offer clients that makes you stand out from the rest?

I see clients as individuals and no 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.

What is the best advice you have ever received?

Invest in yourself.

What do you enjoy about the work you do?

Making a difference in the trajectory of my clients lives.

What is one piece of advice you would give someone who had a late start in retirement planning?

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 improve."