Energized by the enjoyment he has found in helping others – Corey was led to a career in wealth management.
Corey graduated with a bachelor’s degree in Finance from Indiana University of Pennsylvania in 2020. After graduation, he worked at PNC in the wealth management department, specifically working with trusts. Corey joined Confluence in April 2021 as a Client Service Associate.
Confluence has allowed Corey to continue to grow his understanding and knowledge of the wealth management industry. His favorite part of the job is being able to see individuals and families achieve their lifelong goals and dreams.
Corey resides in the South Hills where he enjoys spending time with his family and friends. He is a loyal Steelers fan and season ticket holder. In addition to attending football games, he enjoys playing ice hockey and golf.