Corey Utz is a Financial Advisor with Baird. In working with clients, Corey believes in the comprehensive MASTERPLAN approach. He finds true joy in forming relationships with clients, seeing their children go to college, watching their businesses succeed, hearing about those first trips taken in retirement, and every little thing in between.Mr. Utz believes in The Baird Way...to provide the best financial advice and service to our clients and be the best place to work for our associates. Corey is a Certified Financial Planner (CFP®).Corey spent the beginning of his career running his own financial planning practice before joining Hefren-Tillotson for 7 years. Hefren-Tillotson merged with Baird in 2022.In his spare time, enjoys golfing, waterskiing, and having fun with his family. He loves to bicycle and is trying to learn how to play the drums. He resides in Mars with his wife Emily, daughter Hannah, and sons Jaedon and Malachi.