Corey OrthengrenCFP®, CPA
BIO
Meet Corey Orthengren
Corey joined SFMG’s Financial Planning team in 2024 as a Financial Planner. Prior to joining SFMG, he spent 2 and a half years as a financial planner at another firm in Dallas and before that, he served as a commercial credit analyst for two years at a regional bank out of Amarillo. His favorite thing about SFMG is the collaborative environment and culture the firm has created. Outside of work, he enjoys playing golf, reading, and spending time with his wife and their two cats.
Education
West Texas A&M University – MPA, Professional Accounting
West Texas A&M University – BBA, Finance
West Texas A&M University – BBA, Accounting (Economics Minor)
Credentials / Certifications
CERTIFIED FINANCIAL PLANNER® – CFP®
Certified Public Accountant – CPA