Years in uniform, now in your corner

The situation

Corey entered the Army as a commissioned officer and finished his service as a Lieutenant Colonel. He is a recipient of the Purple Heart.

The work

• Led soldiers and accounted for their readiness, training, and welfare.
• Briefed plans to senior leadership and answered for the numbers behind them.
• Carried responsibility that could not be handed off or postponed.

The outcome

A career built on the habit of writing the plan down, stress-testing it against what could go wrong, and being accountable for the result. That is the same habit he brings to a retirement income strategy.

The situation

In the culminating assignment of his military career, Corey was responsible for managing funding and resources for large-scale global training exercises.

The work

• Matched available funding to the people, equipment, and movement each exercise required.
• Coordinated across units and partner organizations working to one shared timeline.
• Tracked what changed mid-execution and re-planned without losing the objective.

The outcome

Exercises that ran on the resources actually allocated to them. Operations of that size fail on the details rather than the headline — a lesson that now shapes how he sequences income, taxes, and claiming dates year by year.

The situation

Military resourcing is planning under a hard ceiling: a fixed budget, competing requirements, and no room to quietly overspend.

The work

• Built and defended resource plans line by line.
• Prioritized requirements when there was not enough to fund every one.
• Reported honestly on what the money bought.

The outcome

Years of practice making a fixed pool of money cover a long list of obligations — the same arithmetic a household faces when a paycheck stops and savings, a pension, and Social Security have to cover thirty years.

The situation

Alongside his military career, Corey served for several years as a police officer in Bristol, Rhode Island.

The work

• Answered calls from neighbors on the worst day of their week.
• Explained hard situations plainly to people who were worried.
• Stayed accountable to a community he lived in.

The outcome

A second decade of public service in his home state — and the reason he still teaches free Social Security workshops around Rhode Island rather than only meeting people across a desk.