Corey Lehan, CFP®
Designations and Licenses
Corey is a CERTIFIED FINANCIAL PLANNER™ professional and holds life and health insurance licenses.
Experience and Education
Corey works with a senior wealth advisor to provide customized wealth management and investment solutions to individuals and families. Prior to joining Mariner Wealth Advisors, he worked at Edward Jones Investments where he held multiple positions. His last-held position was financial advisor. In this role, he helped businesses and individuals with retirement planning and investment strategies.
Corey holds a bachelor’s degree in finance and accounting from Florida State University. He also attended Xavier University where he completed the executive course for financial planning.
Corey enjoys golfing, fishing and cheering on the Cincinnati Bengals and Cincinnati Reds. He also volunteers with the Make-a-Wish foundation.