Corey works with Adam to develop client wealth management plans. He enjoys bringing value to clients by identifying solutions they wouldn’t otherwise know or think of. His professional and personal attention to clients make him a valued resource.
Corey is a Financial Services Specialist,® Accredited Investment Fiduciary,® and Certified Tax SpecialistTM with over 15 years of experience as an advisor and business owner. He is active in the community and serving on the Board of Regents for St. Croix Lutheran High School in West St. Paul.
Outside of work he enjoys hunting and all things outdoors. He especially loves spending time with his wife, Jessi and their two boys Griffin and Jude at their cabin in southeastern Minnesota.
Favorite Movie: Christmas Vacation
Favorite Musician: Willie Nelson
What have you checked off your bucket list: Ran a sub 4hr marathon
Pet: Mini Golden Doodle, Emmet