Corey is a financial advisor with LPL Financial, where he helps families and small businesses achieve financial balance. Corey was born and raised in Pittsfield, MA. Corey has been a financial advisor since 2015. He worked for Guardian Life in Pittsfield from 2015-2021 and made the move to open Shire Wealth Management LLC with his partner, Alex Kastrinakis in October 2022.
Corey earned the RICP® designation from the American College of Financial Services in 2019. RICP® stands for Retirement Income Certified Professional®. It means that someone is qualified to assist with planning and executing retirement strategies. He also earned the CPFA in May of 2022. The CPFA stands for Certified Plan Fiduciary Advisor®. A Certified Plan Fiduciary Advisor (CPFA) is a financial professional that demonstrates expertise and experience working with retirement plans.
Previously, Corey owned a small business, City Package Store, a retail liquor store in Westfield, MA along with 3 rental properties from June 2010 through February 2020.
Corey graduated from Trinity College with dual Bachelor of Science Degrees in Economics and American National Government. He has always been a sports enthusiast playing football, basketball and baseball in High School and continuing his football career in college.
Now, Corey volunteers his time coaching his daughters Soccer and Basketball teams at the CRA in Dalton. Corey resides in Dalton, MA with his wife, Erica, and three daughters, Olivia, Harper and Everly. He enjoys golf, traveling, exercising, and making memories with his family.