Meet Corey
Corey is our Vice president and CERTIFIED FINANCIAL PLANNER™ professional. He has been a member of our team since 2010 and has proven himself to be knowledgeable and caring toward both clients and the team. His knowledge of investments compels him to be heavily involved with the Investment Committee and he enjoys helping to shape the financial lives of clients, especially engineers, physicians and business owners transitioning into retirement.
A graduate of Louisiana State University with a bachelor’s degree in finance, Corey is also an Accredited Investment Fiduciary® (AIF®) and also has his Series 7 and Series 66 registrations and Life & Health Insurance licenses. He’s active within the community, having been a past president of the Baton Rouge chapter of the Financial Planning Association (FPA) and actively involved in the Estate and Business Planning Council.
In his spare time, Corey and his wife Kelsey enjoy spending time with their daughter and large extended family. Together they also enjoy golfing, traveling, and trying new restaurants.
Qualifications
- 15 years financial industry experience
- 14 years with Carson Wealth
- BS in Finance from Louisiana State University
- CFP®
- AIF®
- Estate & Business Planning Council - Baton Rouge
Exit Planning 