Specialties
About Me
Corey’s experience in the helping professions and academic interest in finance has led him to his current role as a CERTIFIED FINANCIAL PLANNER™ professional and Retirement Income Certified Professional®.
Corey double-majored in economics and psychology at Wake Forest University in Winston-Salem, North Carolina, where he earned his Bachelor of Arts (BA) degree in 1993. Since then, he has earned a Master of Public Administration (MPA) degree from the University of Washington in Seattle; the Certificate in Financial Planning from Boston University; and most recently, the Retirement Income Certified Professional® designation through The American College of Financial Services. Corey has always been drawn to the helping professions – in the 1990s, Corey worked in social services in both New York City and Seattle as a case manager for the mentally-ill and homeless populations. Wanting to exercise and use his analytical skills to help others, Corey returned to school to earn his MPA where he focused on financial analysis, economics and statistics. After receiving the MPA, he worked as an Analyst for the Government Accountability Office (GAO), and as both an Asset Manager and Developer in the affordable housing field, including a position as the Director of Real Estate Development at the Affordable Housing Network, Inc. in Cedar Rapids, Iowa. In 2014, Corey received the opportunity to join his wife Carrie in what is now the family business as its Practice Manager. During this time, Corey worked towards his accreditation as a CERTIFIED FINANCIAL PLANNER™ professional and received the CFP® designation in 2018, permitting him to join Carrie in providing accessible, hourly, fee-only financial planning services to families and individuals. Corey is also a proud member of the CFP Board. Corey was born in New Jersey and has lived in New York City, Seattle and Chicago, but feels he can now legitimately call himself an Iowan as he has been a Coralville resident for over 15 years. Corey is married to Carrie, with whom he has two sons. He enjoys live music and plays bass in an Iowa City indie rock band.
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Interests & Hobbies
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Credentials
CFP®, RICP®
Chartered Designations
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Disclosures
Carrie Houchins-Witt Tax & Financial Services LLC is a registered investment adviser offering advisory services in the State of Iowa where registered and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Carrie Houchins-Witt Tax & Financial Services LLC in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of Carrie Houchins-Witt Tax & Financial Services LLC, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. Our current disclosure brochure, Form ADV Part 2, is available for your review upon request. This disclosure brochure, or a summary of material changes made, is also provided to our clients on an annual basis.