In his role as Director of Financial Planning and Senior Wealth Advisor, Corey guides others in their financial lives and provides them with a better understanding of their financial picture. He works with clients to develop tax, estate, beneficiary, and income planning strategies. Corey divides his time between meeting with clients and working behind the scenes to build retirement plans that stand the test of time. Corey’s interest in the financial world was developed in college. During his first post-college job, he realized that managing finances took more dedication and effort than he had previously thought. “There were so many complexities that I hadn’t considered before,” Corey said