Meet your Team

If you want to go quickly, go alone. If you want to go far, go together.

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  • President & Investor Coach

    Corey began his career in wealth management in 2005 after graduating from Portland State University with a degree in Marketing and Management. He was drawn to transform the industry from one of fear, confusion, and frustration to one of ease, transparency, and possibility. 

    Corey's gifts of guidance and encouragement shine through every interaction.

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  • Investor Support

    Cooper provides essential support to Corey and the Inbundance team, ensuring seamless service delivery and exceptional client experiences. Committed to building strong, trusting relationships, Cooper takes pride in anticipating client needs, offering consistent communication, and handling every detail with care. Cooper’s dedication and proactive approach help clients feel confident and supported throughout their financial journey.

    Cooper graduated from the University of Wisconsin in 2023 with a degree in Finance, Investments, and Banking. Since graduation, Cooper has also successfully completed the CFP® Exam.

    Cooper cherishes spending time with his family and friends. In his free time, you will also find him watching his favorite sports teams and playing golf in the summer months.

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  • Financial Planner

    Jason provides paraplanning to assist Corey in Financial Planning for clients. He has a passion for understanding clients’ needs and developing solutions to fit those needs.

    Jason has worked in the Financial Planning/ Investment management industry for over 15 years as a financial planner and overseeing a large Trust Department. Jason graduated from West Texas A&M University with a bachelor’s in business management. After graduation, Jason earned the designation of CERTIFIED FINANCIAL PLANNER™ (CFP®) in 2002.

    In his free time, Jason loves staying active and you can probably find him at the beach, gym, or hiking up a mountain. He loves to cook and create (Hopefully) tasty meals.

  • Insurance Support

    Providing top-notch assistance, streamlined operations, and exceptional client service, MJ makes a profound difference and is a valued member of our team.

    When MJ isn’t working, she enjoys spending quality time with her family.

    She loves playing computer games, especially titles like Resident Evil, and often bonds with her oldest child through gaming sessions.

    MJ also loves cuisine so enjoys dining out and cooking meals for her family.