I am fully licensed in PA and MD, with the ability to work with clients anywhere in the US. As a financial advisor, there are 2 main areas of finances that I focus on. The first is helping families protect the money they have worked so hard for. The age range of these clients are 50-75. The second area of finances that I focus on are with young families that are either just starting out or maybe just need some coaching through a complimentary financial strategy session.
If you are ready to start your financial journey, or if you are close to retirement and would like to protect what you've worked so hard for, I would love to work with you to build a great strategy.
By: Brett
Corey and I met at a networking event and made a great connection straying away from work to talk about daily life things. Him and I made a new friendship and anybody looking to learn more about their financial goals should talk to him.
By: Brock
Corey was great to work with, he helped with my 401k rollover. Highly recommend.
By: Emily Smeltzer
Corey is very knowledgeable and easy to work with. He is very personable and helps answer questions in a simplified manor.
An Experienced Leader
12-06-2023Service
12-05-2023Jill is a top professional in her field
12-04-2023
