Client Service

After seeing someone close to him fall in love with the financial services industry, Corey became inspired to follow in their footsteps. His commitment to helping others and striving to improve every day makes him an ideal fit for his role at Peak Retirement Planning. He was drawn to the firm by its unique story and forward-thinking vision for retirement planning. “It’s a movement, and one that I wanted to be a part of,” Corey said.

Raised by hardworking and loving parents, Corey values quality time with his close-knit family — which now includes his pit bull terrier, Wiggle. Corey’s hobbies include cooking, golfing and skiing. He is an avid fan of baseball and Ohio State, where he earned his bachelor’s degree in marketing.