There’s nothing more attractive than owning your wealth confidence.

Period.

With over a decade of leadership in wealth advice, Corey is thrilled to begin the process of launching his private wealth advisory practice. His vision is to be structured as an independent firm, free from traditional incentive structures that conflict with your needs.

Can you imagine? a practice tailored specifically for you.

His passion resides in his profession of delivering fiercely personalized guidance to individuals and families who are prepared to elevate their wealth goals.

Most recently serving with the C&N wealth advisory team, he previously directed portfolio management and business development initiatives within the Bank of Ann Arbor’s Trust & Investment Management Group. Prior to that, Corey led a team of analysts responsible for designing and implementing investment strategies for an institutional-scale investment advisor.

Corey recently served as an investor and advisory board member of AntiFragile Music and the Institutional Investor Registered Investment Advisor Institute, leveraging his expertise to help shape the future of the industry. A proud Michigan native, he earned his Bachelor of Business Administration in Accounting from Eastern Michigan University. Beyond this foundation, he has earned the Chartered Financial Analyst® designation, the highest distinction in the investment management industry.

Will you join in building a world of inclusion?