Corey is an incredible listener and problem-solver. He was a large reason why I ultimately decided to go independent.
If friends are interested in exploring their options, I encourage them to meet with Corey. He is completely independent and can choose to work with anyone. He understands the competitive landscape.
More importantly, he can find advisors the best fit based on what is most important to them. A conversation with Corey is a great first step for anyone struggling with the question, “am I at the right firm for me?”
