Corey graduated from the University of Missouri – Columbia with a dual major in Finance & Banking / Real Estate. Corey has successfully completed the curriculum to become a CERTIFIED FINANCIAL PLANNER™ practitioner (CFP®) and the Certified Investment Management Analyst® certification (CIMA®), which means he has dedicated his career to continuing education and acting with a high standard of ethics for each client.
Before joining Plaza, Corey worked at 2 publicly traded companies in downtown Chicago. At the most recent firm, he provided 1-1 consulting to hundreds of independent advisor offices throughout the Midwest to help them build, and run, a more efficient business models. With this knowledge and experience, Corey understands the importance of client communication, timeliness, and educating clients on their retirement and planning decisions. Corey builds trust with clients by providing a clear path for their future, being transparent throughout the process, and being diligent in fulfilling his role as a fee-only fiduciary.
Corey understands that each client’s financial picture is unique. His passion is helping to make his client’s needs, and future wants, attainable through estate, retirement, and investment planning. Throughout the planning process, Corey strongly advocates educating and communicating with his clients to make well informed decisions together.
When building customized plans, Corey’s goal is to deconstruct client’s difficult decisions, provide multiple scenarios that best benefit the client, and collaborate with his clients to determine the best course of action. During this process, he strongly encourages involving the entire family to develop the most efficient wealth transfer for future generations.
Corey is a native St. Louisan, and enjoys spending time with his wife, Kayla, and their dog, Luna. When they are not found enjoying the local delicacies, walking Luna, or hanging with friends and family, they are usually travelling to different states or countries. Corey is an avid golfer, Blues fan, fly fisherman, and loves anything outdoors.