Corey’s mission as a financial advisor is to first listen to what matters most to clients, create a customized investment plan, and celebrate transforming goals into reality. As a life-long optimist, Corey enjoys helping people focus on the happiness and positivity in their lives. He believes investment planning relieves stress and uncertainty and allows people to focus on the things in life that bring them joy.
After graduating from Carroll University with a Bachelor of Science degree in Actuarial Science, Corey worked as an actuary at Assurant Health then Northwestern Mutual for 5 years in total. He changed careers to begin investment advising, also with NM, in 2017. In 2021, Corey joined the CedarDoor Wealth Management team.
Corey lives in Cedarburg with his wife and three children. He enjoys being active, being outside, food, travel, reading, and spending time with his family.