• Financial Planner

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

Contact A Wealth Advisor Today

Ready for exceptional service and a personalized experience?

Let's Talk