Corey is driven by a passion for empowering and helping others to achieve long lasting legacies for their families and communities they love. In his role at Confluence Corey is a member of the Wealth Planning Team and specializes in helping individuals and families maximize their lives and legacies through intricate wealth management and strategic investment strategies. Corey also holds the CERTIFIED FINANCIAL PLANNER™ and the CHARTERED FINANCIAL CONSULTANT™ certifications from the CFP Board and the American College of Financial Services.
Corey graduated with a Bachelor of Science in Finance from Indiana University of Pennsylvania, Eberly College of Business and Information Technology. Before joining Confluence Financial Partners in 2021, Corey began his wealth management career at PNC as a Fiduciary Trust Officer assisting clients with the management of various trust investment accounts.
Corey currently lives in the South Hills with his lovely wife Kayte. In his personal time, he is avid within the Pittsburgh hockey community and enjoys giving back to the organizations he was a part of growing up. He also enjoys golfing and spending time with friends and family.