Experience and Education

Corey builds and maintains client relationships by working as part of a wealth team that provides comprehensive wealth management plans to clients. He also serves as a daily contact for clients, assists with the team’s administrative needs and provides support on a variety of projects.

Corey has a bachelor’s degree in business management and a minor in personal financial planning from the University of Missouri-Columbia.

Personal Interests

Away from the office, Corey enjoys playing golf, live music and cheering on the Chicago White Sox. He is a Young Professionals Board Member for the Rolfe Pancreatic Cancer Foundation.