I found Corey Walen’s expertise to be of great value to me in my career search. When I began looking to go independent all I knew was LPL. I didn’t know anything about other firms, OSJ’s, etc. It was a whole new world to me. Through a mutual friend, who is also a wholesaler, Corey was able to intervene on my behalf.
I am very thankful for that and think all the time what if Corey was never brought into my transition search. Would I still be looking for a new home? I am at Cambridge Investments and very happy today because of Corey.
