Corey Boerner

Corey Boerner

Financial Advisor

Corey was born and raised in Baltimore, Maryland and has traveled up and down the east coast since graduating from Stevenson University in 2005. After traveling for much of his career he settled down on the eastern shore of Maryland where he has grown roots.

Corey has spent the last four years of his career working in the banking industry focusing on insurance and investments. After working his way from a teller to the assistant branch manager he realized his passion was helping people with life changing events and planning. He then decided that becoming a financial advisor would be his full time focus instead of only a part of his job.

Corey has helped expand the footprint of the firm into the Eastern Shore. He currently holds his Life, Accident, and Health insurance, Series 7, and Series 66 licenses with a focus of becoming a CFP in 3-5 years.