Corey joined Grandview Square Financial in the fall of 2024. He works to assist our clients with Investment Operations and their ongoing Planning needs. Corey finds gratification in working with clients, as well as our advisors, on building and designing financial plans to help clients achieve their financial goals.
Corey holds a Bachelor of Science degree in Finance from North Dakota State University and maintains security and insurance licenses. When not working, he enjoys spending time with friends and family, hunting, and watching sports. He lives in the west metro with his wife, Lindsey and their young son, Nathan.