Team profile

Planning for a Confident Retirement

We deliver personalized financial services, financial planning, wealth management and investment planning advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach. Our financial advisors and private wealth advisors will start with a conversation about key financial areas including private wealth management, financial planning, retirement planning, saving for education, investment management, special needs planning, family finances or anything else required to plan your financials goals and protect what you value most.

By identifying clear steps to take toward your financial goals, we can help take the uncertainty out of your financial planning so that you meet your financial goals. Working together, we can help you feel more confident, connected, and in control of your financial life.

Awards & recognition

  • John A Corey, Five Star Wealth Manager, 2012-2021

Community participation

  • West Point Admissions Volunteer Admissions Migration Page | United States Military Academy West Point
  • For our support of military veterans and their families, Ameriprise is honored to be recognized as a Yellow Ribbon Company* and a Military Friendly® Employer.
  • Go Green Highland Park
  • Sustainable Circle

Areas of Service and Focus

  1. Financial Services
  2. Financial Planning
  3. Wealth Management
  4. Special Needs Planning
  5. Environmental, Social Governance (ESG) Investing
  6. Family Finances
  7. Intergenerational Planning
  8. Saving for Education
  9. Retirement Planning Strategies
  10. Executive Compensation and Benefit Strategies
  11. Investment Management
  12. Private Wealth Advisor Insights