As a Managing Director at Clear Rock Advisors, Corey leads the firm’s financial planning program. He brings 20 years of experience designing and implementing customized financial planning and investment management strategies to guide clients in establishing and achieving their financial goals. Prior to joining Clear Rock Advisors, he served as Director of Wealth Management at Polaris Wealth Advisory Group. Prior to that, he served as Lead Advisor at Raub Brock Capital Management. He also served previously as an Account Executive at Fidelity Investments and as a Senior Associate at Bernstein Private Wealth Management.
Corey is a Certified Financial Planner™. He received his BBA from the McCombs School of Business at the University of Texas at Austin.
Corey is passionate about both the investment management and financial planning disciplines of his work, and has devoted his career to serving families through applying his expertise in these areas with an emphasis on client education and communication. He derives great satisfaction from having the opportunity to develop long-lasting relationships built on value and trust.
Corey lives in Austin with his wife of 18 years, Andrea, and three young children. His hobbies include being a full-time husband and dad, jiu-jitsu, music, and anything outdoors.