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.

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.

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.

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 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 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 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 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 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.