Creative Planning
Corey Cowan is a Paraplanner at Creative Planning LLC since March 2021, bringing extensive experience from previous roles at State Street, where positions included Assistant Vice President and Fund Administration Manager, among others. Corey's responsibilities at State Street involved data collection for client reports, portfolio performance monitoring, and collaboration with internal departments for accurate report distribution. A background in coaching as a Student Assistant Baseball Coach at Newman University showcased Corey's ability to instruct and motivate athletes effectively, leading a team to an undefeated record. Additionally, experience as a Resident Assistant at Highland Community College highlighted skills in counseling and conflict resolution. Corey holds a Bachelor of Business Administration from Newman University and an Associate of Arts from Highland Community College.
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Creative Planning
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Welcome to Creative Planning. We are focused on providing clients with customized investment plans and comprehensive wealth management services.