M. Corey Whitehead

Senior Vice President, Moreton Retirement Partners

Corey Whitehead is a Senior Vice President with Moreton Retirement Partners. Corey has been in the financial industry for eleven years. Since 2001, Corey has specialized in defined contribution and defined benefit plans such as, 401(k), 403(b), 457, 401(a), as well as other qualified and non-qualified plans. He has conducted hundreds of employee workshops ranging in topics from newly eligible employees in employer sponsored plans to employees nearing retirement or already in retirement.

Corey has had a major role in helping clients in the following areas:

• Design and implementation of employee communication programs
• Fiduciary support and processes for plan trustees and committees
• Customized educational programs for participants
• Plan design and funding evaluation and analysis
• Investment review and monitoring support and strategies

Corey is a registered representative with LPL Financial and holds a Colorado Life, Health, and Variable Life insurance license. Corey graduated from the University of Kansas in 1996 with a degree in Business and Finance. Corey and his wife Cory live in Parker with their son and daughters and enjoy cycling, golfing, hiking, camping, and most any activity in the great outdoors of Colorado. Corey has been in the Denver area for 28 years.