Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Chloe S

Series 66

McKinney, TX

Corus Family Wealth Advisors, Inc.

Chloe Silva is a financial advisor at Corus Family Wealth Advisors, Inc. with a Series 66 designation and one year of industry experience. Prior to joining Corus, she worked at Charles Schwab & Co., Inc. and has held various roles including Autism Support Specialist and swim instructor. Corus Family Wealth Advisors serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm emphasizes diversified, low-cost mutual funds and ETFs guided by modern portfolio theory, while also incorporating tailored allocations that may include private credit, private real estate, and derivatives.

Private / alternative investments Real estate investing Concentrated stock management Cash flow / budgeting Founder/Business Owner Self-Employed
user avatar
firm logo

Jordan S

ChFC®

McKinney, TX

Corus Family Wealth Advisors, Inc.

Jordan Salim is a ChFC® credentialed financial advisor with one year of industry experience. He is currently with Corus Family Wealth Advisors, Inc. and has previously worked at 3:23 Financial Services LLC, Patmos Capital Partners, and Pinnacle Family Office. Outside of his advisory role, he serves as an analyst at Patmos Capital Partners. Corus Family Wealth Advisors provides discretionary portfolio management, financial planning, and family office services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm’s investment approach focuses on diversified, low-cost institutional mutual funds and ETFs guided by modern portfolio theory, with access to private placements and alternative investments tailored to client needs.

Private / alternative investments Real estate investing Concentrated stock management Cash flow / budgeting Founder/Business Owner Self-Employed
user avatar
firm logo

Cole M

Series 65

McKinney, TX

Corus Family Wealth Advisors, Inc.

Cole Mc Clellan is a financial advisor at Corus Family Wealth Advisors, Inc. in McKinney, TX, holding a Series 65 credential with five years of industry experience. Prior to joining Corus Family Wealth Advisors, he worked at PwC from 2017 to 2021. He is also the manager of First Light Brothers, LP, where he oversees land investment evaluation and assists with accounting, tax, and legal matters. Corus Family Wealth Advisors provides discretionary portfolio management, financial planning, and family office services to a diverse client base including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm employs a long-term, asset allocation-driven investment approach using diversified mutual funds, ETFs, separately managed accounts, and occasionally private placements and proprietary private funds.

Private / alternative investments Real estate investing Concentrated stock management Cash flow / budgeting Founder/Business Owner Self-Employed
user avatar
firm logo

Kelley S

CFP®, Series 63

McKinney, TX

Corus Family Wealth Advisors, Inc.

Kelley Schubert is a CFP® with 26 years of industry experience, currently serving at Corus Family Wealth Advisors, Inc. in McKinney, TX. She has held leadership roles in multiple oil and gas exploration partnerships and maintains an affiliated accounting practice, Kelley J. Schubert, P.C. Corus Family Wealth Advisors provides investment supervisory and advisory services primarily to individuals and high net worth clients, utilizing a long-term, asset-allocation approach grounded in modern portfolio theory. The firm typically employs diversified portfolios of ETFs and institutional mutual funds, with access to a broad range of asset classes including private credit, private real estate, and oil and gas partnership interests.

Private / alternative investments Real estate investing Concentrated stock management Cash flow / budgeting Founder/Business Owner Self-Employed
user avatar
firm logo

David W

Series 65

McKinney, TX

Corus Family Wealth Advisors, Inc.

David Wulfert is a financial advisor at Corus Family Wealth Advisors, Inc. with a Series 65 credential and approximately one year of industry experience. His prior work includes roles at HighGround Advisors, Sandia National Laboratories, and Dallas Baptist University. Corus Family Wealth Advisors provides investment supervisory and advisory services primarily to individuals and high net worth clients, as well as pension plans, trusts, estates, and charitable organizations. The firm employs a long-term, asset-allocation approach using diversified portfolios mainly composed of ETFs and institutional mutual funds, supplemented by a range of alternative asset classes and third-party research.

Private / alternative investments Real estate investing Concentrated stock management Cash flow / budgeting Founder/Business Owner Self-Employed
user avatar
firm logo

Garrett W

Series 65

McKinney, TX

Corus Family Wealth Advisors, Inc.

Garrett Williams is a financial advisor at Corus Family Wealth Advisors, Inc. based in McKinney, TX. He holds a Series 65 credential and has four years of industry experience. His prior work includes roles at Schubert & Company, Financial Innovations LLC, and Beacon Pointe Advisors. Corus Family Wealth Advisors provides investment supervisory and advisory services primarily to individuals and high net worth clients, as well as pension plans, trusts, estates, and charitable organizations. The firm employs a long-term, asset-allocation approach using diversified portfolios mainly composed of ETFs and institutional mutual funds, supplemented by a broad range of asset classes and third-party research.

Private / alternative investments Real estate investing Concentrated stock management Cash flow / budgeting Founder/Business Owner Self-Employed
user avatar
firm logo

Westley S

Series 65

McKinney, TX

Corus Family Wealth Advisors, Inc.

Westley Schubert is a financial advisor at Corus Family Wealth Advisors, Inc. with a Series 65 credential and one year of industry experience. Prior to joining Corus, he worked at The Boeing Company for three years. Corus Family Wealth Advisors provides investment supervisory and advisory services primarily to individuals and high net worth clients, as well as pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a long-term, asset-allocation approach using diversified portfolios mainly composed of ETFs and institutional mutual funds, supplemented by a broad range of asset classes and third-party research.

Private / alternative investments Real estate investing Concentrated stock management Cash flow / budgeting Founder/Business Owner Self-Employed
user avatar
firm logo

Kevin N

CFP®

McKinney, TX

Corus Family Wealth Advisors, Inc.

Kevin Nelson is a CFP® professional with 19 years of experience in financial advising. He has been with Schubert & Company, Inc. since 2006 and currently works at Corus Family Wealth Advisors, Inc. in McKinney, TX. Corus Family Wealth Advisors provides investment supervisory and advisory services primarily to individuals and high net worth clients, as well as pension plans, trusts, estates, and charitable organizations. The firm employs a long-term, asset-allocation strategy using diversified portfolios mainly composed of ETFs and institutional mutual funds, complemented by a broad range of asset classes and third-party research.

Private / alternative investments Real estate investing Concentrated stock management Cash flow / budgeting Founder/Business Owner Self-Employed
user avatar
firm logo

Kathryn A

Series 63, Series 65

McKinney, TX

Corus Family Wealth Advisors, Inc.

Kathryn Atkins is a financial advisor at Corus Family Wealth Advisors, Inc. with four years of industry experience. She holds Series 63 and Series 65 licenses and has been with Schubert & Company since 2017. Prior to that, she worked at Lucas Christian Academy for six years. Corus Family Wealth Advisors provides investment supervisory and advisory services primarily to individuals and high net worth clients, as well as pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a long-term, asset-allocation strategy based on modern portfolio theory, utilizing diversified portfolios mainly composed of ETFs and institutional mutual funds, with options for separately managed accounts.

Private / alternative investments Real estate investing Concentrated stock management Cash flow / budgeting Founder/Business Owner Self-Employed
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")