Corey Kudrowich is a CERTIFIED FINANCIAL PLANNER^® professional with over 25 years of experience. He provides customized advice to clients by setting appropriate planning targets, choosing the right financial vehicles and building a targeted combination of investments and tax strategies. He works with multi-generational families, widows, divorcees, and mature business owners.

Corey specializes in corporations, retirement, estate and succession planning for high-net-worth clients and business owners. He enjoys partnering with like-minded individuals who also enjoy golfing, snowmobiling and everything that is Mexico.