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. Corey is now on his 36th year in the industry.
Corey provides full-service securities brokerage, 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 for the Arlington Chamber of Commerce.
An avid outdoorsman, Corey takes time to enjoy hunting, fishing and camping. He serves two Boy Scout Troops as Assistant Scoutmaster. In 2015, he celebrated his son’s obtaining the rank of Eagle Scout. And is doing the same by working hard for his two nephews to obtain Eagle Rank. He was also involved in his daughter’s Girl Scout Troop. He lives in Arlington, Texas, with his wife Kim and two children.
Investment Advisor Representative
Orlando became a registered advisor in 1996 after graduating with a B.B.A. in Finance from the University of North Texas in Denton. He joined Callaway Financial Services in 2009, and is proud to have enjoyed a long-term career. His financial specialties include retirement planning and estate planning.
A native Texan and a painter who loves the outdoors, Orlando often turns to his artistic side in his spare time, creating landscape paintings in oils. He is a dedicated youth sports enthusiast who volunteers as a soccer and baseball coach all year round. Orlando and his wife Nancy live in Saginaw, Texas, with their three children.
Investment Advisor Representative
Phong graduated from University of Texas at Dallas in 2005 with a degree in Finance. Soon after he began his career as a life agent for New York Life Insurance Company. Phong then transition to Bank of America and afterwards Chase as a registered representative and financial advisor.
Phong has been in the finance industry going on for eleven years now and greatly enjoys the financial planning side of the industry.
He prides himself by having made many friends and built strong relationships with his coworkers and clients.
In Phong’s free time, he likes to play sports and music. Once a month he tries to give back to the community by donating money to different charities and providing food and supplies to homeless events. One of his top goals is to help as many people as he can and have a positive influence in their life. Family always come first to Phong, without them, he would not be the person he is today.