Corey provides business development support to financial advisors in Colorado, Kansas, Montana, New Mexico and Wyoming. He is deeply experienced in helping advisors craft investment solutions that serve the diverse needs of their clients. Prior to AssetMark, Corey's industry experience included roles at Envestnet in the Advisor Services
Department, and at Plaza Advisory Group as an associate advisor.
Corey earned a Bachelor of Science in Business Administration from the University of Missouri with an emphasis in Finance, Banking and Real Estate. Corey holds the Certified Investment Management Analyst (CIMA) certification, administered by Investments & Wealth Institute and taught in conjunction with Yale School of Management. He also holds his FINRA Series 7 and 66 licenses.