Designations and Licenses
Corey is certified with the IRS as a Volunteer Income Tax Assistance (VITA) preparer at the advanced level.
Experience and Education
Corey supports a wealth advisory team in providing personalized financial solutions including wealth management, tax and estate planning and investment strategies based on each client’s needs and objectives. He also has experience in client service where he served as a daily contact for the firm’s clients, assisting with the team’s administrative needs and providing support on a variety of projects.
Corey has a bachelor’s degree in business management and personal financial planning from the University of Missouri-Columbia.
Corey is on the Young Professional Board for the Rolfe Pancreatic Cancer Foundation. In his free time, he is an avid golfer, Chicago White Sox fan and enjoys live music.