Corey develops and implements comprehensive wealth planning strategies based on each client’s unique circumstances and financial goals. He draws on extensive resources within Wells Fargo Advisors and loves that each day offers new opportunities and challenges. Corey enjoys building long-term relationships with clients while helping them work toward their financial aspirations. We can provide access to Wells Fargo Bank or high-net-worth client’s access to The Private Bank.

From the first day of his financial service college internship over 20 years ago, Corey knew he wanted to be a financial advisor. Prior to joining Wells Fargo Advisors, he worked at Morgan Stanley as a Senior Vice President and has previously worked at UBS and Oppenheimer. Corey holds the Chartered Retirement Plans Specialist^SM (CRPS^®) designation, as well as the Series 7, 63, 65, and CA insurance licenses.

Corey obtained his bachelor’s in business administration from the University of Wisconsin – Milwaukee. A Wisconsin native, Corey now lives in Ladera Ranch with his wife and two children. He enjoys living the Southern California lifestyle to the fullest, whether traveling up and down the coast with his family or focusing on personal development and mountain biking.

CA License #0D68591
Resident State: CA

Anna provides full operational support for the team’s workflow, addressing all aspects of client service and account maintenance requests with first-class, white-glove service. With over a decade of industry experience, Anna is known for her meticulous attention to detail. She keeps a client-centered focus by turning interactions with them into a positive and differentiated experience and enjoys helping them make informed decisions to best achieve their goals.

Prior to joining Wells Fargo Advisors, Anna began her career in the financial services industry with Waddell & Reed in 2009. Afterwards, she joined Morgan Stanley’s Seattle complex in 2010 and worked in both operations and client associate roles. In 2012, she transferred to Morgan Stanley’s Los Angeles complex to join Corey’s team. Anna obtained her Bachelor of Arts degree in sociology from the University of Washington. She also holds the Series 7, 31, 66, and CA insurance licenses. Outside the office, Anna is an avid foodie and enjoys working out, traveling with her husband, and spending time with friends and family.

CA License #0I39338
Resident State: CA