Veteran. Strategist. Wealth Architect.
Corey L. Kiper brings the precision of a military veteran, the insight of a seasoned strategist, and the heart of an educator to every client relationship. His path from serving in the U.S. Navy to guiding business owners and individuals toward financial clarity is marked by one constant: a calling to serve with purpose.
With more than a decade in the financial services industry, including 10 years with New York Life and NYLIFE Securities LLC, Corey built his reputation by helping clients navigate market swings, business transitions, and generational wealth transfers. His work blends disciplined analysis with practical, actionable strategies for both protection and growth.

