About Corey
Corey serves clients by implementing evidence-based investment strategies and holistic financial plans that can help them attain their future goals. He thrives on results. Having witnessed the real change that making strategic financial decisions can bring to his clients’ lives, he has a passion for educating investors about the benefits of responsible and researched wealth management plans.
For Corey, the learning never stops; he embraces every opportunity to explore different viewpoints on finances and wealth with his diverse range of clients and colleagues.
Corey and his wife, Emily, have one daughter, Mollie.
Education and Professional Milestones
-Westminster College - bachelor of science in accounting
-Was an advisor with Arnett Carbis Toothman Wealth Advisors in New Castle, Pennsylvania
Corey serves clients by implementing evidence-based investment strategies and holistic financial plans that can help them attain their future goals. He thrives on results. Having witnessed the real change that making strategic financial decisions can bring to his clients’ lives, he has a passion for educating investors about the benefits of responsible and researched wealth management plans.
For Corey, the learning never stops; he embraces every opportunity to explore different viewpoints on finances and wealth with his diverse range of clients and colleagues.
Corey and his wife, Emily, have one daughter, Mollie.
Education and Professional Milestones
-Westminster College - bachelor of science in accounting
-Was an advisor with Arnett Carbis Toothman Wealth Advisors in New Castle, Pennsylvania