Corey is a CERTIFIED FINANCIAL PLANNER™ and became a Financial Consultant in 1999. As a CFP® professional, Corey takes a lot of pride in helping his clients develop a comprehensive financial plan to ensure that their investment portfolio is aligned with their investment goals and objectives. Once a plan has been implemented, he continuously monitors those investments on an ongoing basis and assists his clients to help iron out the economic noise as it appears. The most important aspect of his business is ethics and integrity!
Corey graduated from Grove City College with a Bachelors of Arts in Finance in 1999 and started his financial services career immediately thereafter. In September of 2012, Corey was inducted into the Perry High School Athletic Hall of Fame. He lives in Chardon with his wife, Kristen, and their sons, Mason and Colton. He enjoys boating, four-wheeling, fitness, and all sports.