Corey Whitehead, AIF®

What I do really well:
What I tell committees and their employees is: if you’re aiming for nothing, you’ll hit it 100% of the time. I feel the asset I bring to the team and to our client partners is a focus on results and goal driven processes to keep a desired destination in our forefront. Teamwork! Keeping a committee focused on the job at hand and creating participant urgency to start saving now is where I excel. Streamline the process, demonstrate value, and help our clients’ participants pursue their goals; this is where the rubber hits the road. I love being on the front lines with both the employers and the employees.

Why I get up in the morning:
I get up because there is nothing better than a Colorado sunrise on a run or looking over a meadow in the mountains. These are true, but I really jump out of bed because my focus has been on the “one.” What I mean is the “one” participant or committee member searching for a better retirement plan strategy. The “one” plan sponsor or employer that needs help. I get up in the morning because I love to learn and further my professional background. We are fortunate in our profession to have the opportunity to touch many lives and hopefully make a difference. Throughout my career, I have learned that I don’t know everything, but what I do know, I like to share.

How I got here:
Graduating from the University of Kansas in 1996, my journey started with one thing in mind: I wanted to help people. After several years in the financial services industry, my colleague Chad J. Larsen and I gave the retirement services world a go. Now, over twenty years later, the rest is history. Since then, I have conducted thousands of committee meetings, investment reviews, and company seminars. Our firm has experienced positive and steady growth every year and we were thrilled to bring our team over to join HUB International during our acquisition in 2019.

Who am I really:
I’m a husband, father of three incredible kids, workaholic, Jayhawk, Cougar, cyclist, golfer, hunter, fisherman, outdoors enthusiast, sports junky, Ironman competitor, Ultra Marathoner, former basketball player, kidder, and a person that loves to have fun (after my work is done of course)! My passion and love in life is my family and a good plate of sushi.