Corey is a Financial Representative with Financial Growth Partners. He is a highly motivated financial services professional with knowledge in cultivating relationships and providing wealth management solutions for affluent families and businesses.
He spent many years as a practitioner in the financial services sector with firms like TD Ameritrade and Merrill Lynch as well as worked as a management consultant for many Fortune 500 companies such as JPMorgan Chase and MetLife.
He works one-on-one with clients to help them identify and prioritize their current financial needs, as well as their long-term investment goals. "Together, we create a financial “road map,” designed to help clients reach their financial destination," Corey said. One of his slogans is, “I know financial advising very well, but more importantly I know people”. He believes successful long-term relationships are built on Like, Trust, and Respect.
He is a graduate of Pennsylvania State University where he earned his B.S. in Human Development and minored in Business Administration. He especially enjoys working with his fellow Penn State alumni.
Corey has three beautiful children and is native to the DMV metropolitan area. He enjoys live music and is an avid runner, yogi, and Krav Maga practitioner.
Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian. CA Insurance License #0M79232, AR Insurance License #8319618.