I am committed to helping individuals, families, and business owners make informed financial decisions through a process centered on education, transparency, and personalized guidance. By taking the time to understand each client's unique circumstances and goals, I help develop strategies designed to address their needs and support their long-term objectives.
About Corwyn:
Corwyn (Corey) Yeske joined Equitable Advisors in 2023 after careers in the internet technology and construction industries. His professional background provides him with a unique perspective on the challenges and opportunities faced by business owners, skilled professionals, and tradespeople.
Corey takes a client-focused approach to financial planning, emphasizing education and understanding throughout the process. He works closely with clients to identify their goals, evaluate available options, and develop personalized strategies designed to help address their financial objectives.
Based in the Fort Worth office, Corey serves clients throughout Texas and across multiple states in the western United States. He values building long-term relationships and helping clients navigate important financial decisions with confidence.
Outside of work, Corey enjoys racquetball, skiing, river floating, wakeboarding, and other outdoor activities. He and his wife also enjoy listening to audiobooks and spending time with family and friends.
Education:
- Brigham Young University–Idaho: Bachelor of Science in Business Management
Professional Credentials and Licenses
- FINRA Series 7 – General Securities Representative
- FINRA Series 63 – Securities Agent
- FINRA Series 65 – Investment Adviser Representative
- Life, Accident, Health and HMO Insurance License