Corey provides business development support to financial advisors in the Rocky Mountain region. He is deeply experienced in helping advisors craft investment solutions that serve the diverse needs of their clients. Prior to Assetmark, Corey’s previous industry experience included roles at Envestnet in the Advisor Services Department, and at Plaza Advisory Group as an associate advisor.
Corey earned a Bachelor's of Science in Business Administration from the University of Missouri with an emphasis in Finance, Banking and Real Estate. He holds his FINRA Series 7 and 66 licenses.