Corey Utz, CFP®, is a Senior Vice President at Baird since October 2022, bringing extensive experience in financial planning and advisory services. Prior to this role, Corey served as Senior Vice President and Vice President at Hefren-Tillotson, Inc. from November 2019 to October 2022, and as Associate Vice President and Financial Advisor from June 2014 to October 2022. Corey's career in financial planning began with the establishment of a personal practice in January 2005, which lasted until June 2014. Corey's educational background includes a Bachelor of Science in Economics from Westminster College (PA) and a CFP® designation from The American College of Financial Services.
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