INvestment advisor representative
Corey’s career in financial services began at age 18 when he went to work with his father in their insurance agency and pension administration company. While attending University of North Texas and later the University of Texas at Arlington, he continued receiving extensive training in retirement plan consulting and administration.
By age 21, he was a securities broker, and at age 24 was the top producing first-year agent for a national financial services company. All the while he still worked in the family pension administration company. Three years after leaving the pension administration company in 2000 Corey established Callaway Financial Services, Inc., a securities broker/dealer. During the same year, he began his investment advisory firm, Callaway Financial Services, a sole proprietorship. In 2014 he incorporated his investment advisory firm, which is now called CFS Advisors, LLC. His commitment to clients is lived out daily as he puts his experience in motion to help them achieve their retirement dreams. In 2016 Corey sold majority ownership of Callaway Financial Services, Inc. and became a minority owner of the firm. May 2020 Corey ceded his remaining shares of Callaway Financial Services, Inc. and is no longer a Securities Broker. Corey is now an Investment Advisor Representative only. Corey is now on his 42nd year in the industry.
Corey provides active and passive portfolio management, works with employers’ retirement plans by consulting providing investment advisory services and now employee financial wellness and education.
Active in the community, Corey is one of the founders and contributing writer of Arlington Today Magazine, a printed and online publication focused on local news and information. He is past president of the Greater Arlington Lions Club; a 32nd degree Scottish Rite Mason, a member of the Moslah Shrine; member of the Arlington Business Professionals, member of Professionals Serving Seniors and an Ambassador and Board of Directors member for the Arlington Chamber of Commerce. More recently Corey has joined and is currently President of the Highlands Rotary and assists HDNP International a local charity that helps feed the homeless.
An avid outdoorsman, Corey takes time to enjoy hunting, fishing, and camping. He has served two Boy Scout Troops as Assistant Scoutmaster and Scoutmaster. In 2015, he celebrated his son’s obtaining the rank of Eagle Scout. And is doing the same by working hard with his two nephews who have both obtain Eagle. He was also involved in his daughter’s Girl Scout Troop. He lives in Arlington, Texas, with his wife Kim and two young adult children.
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