Team profile


Planning for a Confident Retirement

We deliver personalized financial services, financial planning, wealth management and investment advice to help you achieve your goals, today and tomorrow. 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 toward your financial goals, we can help take the uncertainty out of your finances so that you meet your financial goals. Working together, we can help you feel more confident, connected, and in control of your financial life.

Areas of focus

  • Intergenerational Planning
  • Estate Planning Strategies
  • Investment Management
  • Executive Compensation and Benefit Strategies
  • Tax Planning Strategies
  • Small Business
  • Business Retirement Plans
  • Family Finances
  • Retirement Planning Strategies
  • Insurance
  • Sustainable and Responsible Investing
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Charitable Giving

Awards & recognition

  • Responsible Financial Guidance, Ameriprise Client Experience Award, 2022
  • 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
  • Barrington Area Chamber Of Commerce

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