Corey serves as a Wealth Manager, working closely with his clients to establish and maintain comprehensive financial plans. Specializing in investment management, estate planning, tax planning, risk management, employee benefits, education planning and retirement planning, Corey covers all aspects of professional wealth management.
With over 10 years of experience in the financial services industry, Corey offers his clients a truly comprehensive planning experience. Prior to joining Creative Planning, he served as an investment analyst and financial planner at a registered investment advisory firm. Corey was involved in portfolio construction, financial plan creation and execution, investment management, and economic and investment research.
Corey received a Bachelor of Science degree in Mathematics as well as a Master of Business Administration and a Master of Science degree in Personal Financial Planning from Texas Tech University. He is also a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards.
Corey and his wife, Lexy, are avid sports fans who enjoy cheering on their teams and spending time playing with their son, Austin.
*See all Creative Planning disclosures and sources.