Designations and Licenses

Corey is a CERTIFIED FINANCIAL PLANNER® professional and holds life and health insurance licenses.

Experience and Education

Corey works with individuals, families and institutions to provide customized wealth strategies. He strives to understand each client’s unique situation by helping them identify and prioritize goals and then develop a defined plan to reach them. He looks to implement strategies or identify gaps in the following areas: income tax planning, estate and succession planning, investments, cash flow planning, risk management, employee benefit planning and education planning.

Prior to joining Mariner, Corey worked at Edward Jones Investments, where he held multiple positions, his last being financial advisor. In this role, he helped businesses and individuals with retirement planning and investment strategies. Earlier in his career, he worked at AXA Advisors as a financial representative, helping with qualified retirement plans.

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 in financial planning.

Personal Interests

Corey sits on the Emerging Leader Committee with the Cincinnati Parks Foundation.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.