Corey joined McShane Partners Wealth & Investment Advisory as a Wealth Associate in April 2019 and moved to Operations Manager in 2021. In his role as Operations Manager, he assists and supports the Wealth Advisory Team with all aspects of the financial planning process for all new clients. In addition to client services, Corey also coordinates with the Investment Management Team to facilitate continuity with financial planning objectives and successful implementation of client accounts and investment portfolios.

Prior to joining McShane Partners Wealth & Investment Advisory, Corey worked for The Vanguard Group as a Client Services Representative and an Advanced Brokerage Solutions Specialist. In these roles, Corey was responsible for assisting the bulk of Vanguard clients with account maintenance activities, as well as transacting in individual equity securities. While working with clients at Vanguard, Corey helped to educate them on brokerage products and transactions, providing situational guidance and positioning clients to successfully attain their personal financial goals.

Corey is a native of Savannah, Georgia and is a graduate of Hampden-Sydney College in Virginia, where he majored in Business and Economics and minored in Military Leadership and National Security Studies. He is a Registered Investment Advisor currently pursuing his CFP® designation. In his spare time he enjoys traveling with his wife, Kelly, being outdoors, playing golf and spending time with his friends, family and his dogs Ranger and Comet.