Advisors at this firm
Cole M
Series 65
Mckinney, TX
Corus Family Wealth Advisors, Inc.
Cole Mc Clellan is a financial advisor at Corus Family Wealth Advisors, Inc. with four years of industry experience. He holds a Series 65 credential and has prior work history at PwC and Schubert & Company, Inc. Outside of his advisory role, he manages First Light Brothers, LP, a limited partnership focused on undeveloped land investment and related accounting, tax, and legal matters. 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 based on modern portfolio theory, utilizing diversified portfolios composed mainly of ETFs and institutional mutual funds, supplemented by separately managed accounts and a broad set of asset classes.
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.
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.
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.
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.
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.
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.