Regional Vice President
Corey began his wealth management career in 2003 as Senior Representative with Woodbury Financial. He worked as a Commercial Real Estate professional for Marcus Millichap in Seattle, Washington before working as a Financial Advisor with Piper Jaffray. Corey moved from Washington to Arizona and joined Rowland Carmichael Advisors as a Wealth Manager in 2007, eventually becoming a partner with the firm in 2017. He joined Mercer Advisors in 2020. Corey's areas of expertise include high net worth financial planning, trust administration, estate planning and life insurance strategies. Most recently Corey worked as a wealth strategist for ultra-high-net-worth families and business owners. He also has a Master's in Psychology and an MBA in Finance obtained from Grand Canyon University. He is a CERTIFIED FINANCIAL PLANNER™ Practitioner, and a Major in the United States Army Reserve. Corey enjoys camping, fishing, hunting and golf.