Before joining ShorePoint Advisory Group, Corie worked at Commonwealth Financial Network where she lead the service department and worked alongside advisors, supporting them through complex operations workflows ensuring an efficient and exceptional client experience.

Corie currently resides in Hadley with her husband, Dan, and their two children. Corie spends time out and about with her family whenever possible. In her free time she is hosting dinner parties and playdates, designing new spaces in her home, or planning trips and exploring new places.

Professional Designations, Certifications, Registrations, and Licenses

• FINRA Series 7 securities registration
• FINRA Series 66 (Investment Advisor Representative) securities registration
• FINRA Series 24 (General Securities Principle) securities registration
• FINRA Series 53 (Municipal Securities Principal) securities registration

Education

• University of San Diego, San Diego, CA – B.A. in Business Administration with an emphasis in finance, minor in Economics
• National University, San Diego, CA- Masters in Accounting