Corey Bierl

I’ve been in the financial industry for 20 years and I’m excited to be launching my practice in a way that I have the utmost control over how I serve my clients and the products and services I can offer. What’s best for the client is always my priority.

Early on in my life, my dad sat me down and explained compound interest, this conversation opened my eyes to finances, and I began to understand the impact that time and patience can have on money. From that point, I realized how powerful this information was and how little is taught about it in school or passed down in families.  It became clear to me that providing education to others about the basics of finance and using those basics to plan for a prosperous future was my ultimate calling. I became a stockbroker out of college and spent time in an insurance agency which has given me the experience of working with both the investment planning and risk management sides of our business.

I learned in that time that honesty, hard work, and humor are some of the things I value most and are key to success in working together. I expect that my clients will be honest with me about their current situation, goals, and future plans, and I can be honest with them in return about what it’s going to take to make that happen. My team and I work around the clock to ensure that our clients don’t have to lose sleep about their money.

My best clients have described me as approachable, easy to talk to, and quick to respond, all things that I strive to be for those I serve. So many of the folks I work with are working to serve others -educators and caretakers- and they need an advisor who is diligent about keeping their financial life organized.

I am meticulous about the details of each plan to ensure that we can always provide the best, most efficient, and most caring assistance and advice to everyone who works with us. My hope is that the clients who work with me feel confident in their plans to get to and through a well-planned and prosperous retirement.

When I’m not helping clients, I can be found golfing, enjoying the outdoors, playing sports with my kids, or traveling with my wife.