CERTIFIED FINANCIAL PLANNER™
FINANCIAL PLANNING
Corey started his career at a national mutual fund company. He joined MarketShare Financial in January 2011 bringing several years of financial services experience in client relations, investment due diligence, and policy service.
Corey obtained his CERTIFIED FINANCIAL PLANNER™ (CFP®) designation in 2019 to provide better advice and guidance to clients regarding investments, insurance and other financial planning matters.
He is an ambassador for his clients, putting their goals and objectives as his priority, and working diligently to make sure that the pieces are in place to help them pursue a better quality of life.
Licenses: Series 7, 66, 24, and Indiana State Life & Health
Designations: CERTIFIED FINANCIAL PLANNER™
Education: BS, Economics, Butler University
Get to Know Corey!
What are you passionate about outside of work?
“Health and wellness. What is wealth without health? Consistent progress is the key!”
What do you think are some of the most important competencies to do your job?
“Integrity, Professionalism & Compassion.”
What are causes you care about?
“Best Buddies and fighting cancer.”