Corey's investment career began in 1992 in the field of private equity, specializing in commercial real estate development. He founded Heimensen Wealth Advisors in 1999 as a way to provide financial planning guidance to clients in a model that expanded far beyond real estate knowledge. The firm's core principle is that investing in successful companies is the best way for clients to create generational wealth. Quite simply, we believe that superior businesses have a history of innovating and adapting to adversities in an opportunistic fashion to build value for investors.
Corey earned a degree in Finance from Buena Vista University and holds Securities Registrations 7, 63, and 66 and has earned the Accredited Investment Fiduciary (AIF) designation. In his leisure time, he enjoys boating, attending sporting events, and playing pickleball.