Our Team

Corey Metz, CLU^® • Principal

Corey graduated from Tulane University in 1995 with a BSM degree in Finance and went straight into the life insurance business. For more than 27 years now, Corey has served clients in Dallas and around the country, providing consistent professional care to individuals and privately held business owners.

His primary focus is working with his clients to protect their families and businesses from the financial losses stemming from death, disability, and extended long term health issues. With Corey's affiliation to the Nautilus Group^®, he works with more complex, high net worth families and privately held businesses on generation to generation wealth transfer goals and succession plans. The Nautilus Group^® is a service of New York Life Insurance Company.

Corey prizes his reputation for having genuine concern for each client's own best interests and long term legacy goals. Professional in every step, Corey has his own due care process to understand current needs and closely watches market trends to help evaluate and find appropriate solutions for his clients.

Since 1995, Corey has earned many industry honors including membership in the prestigious Million Dollar Round Table (MDRT) for 21 years. He has qualified for the prestigious MDRT Court of Table sixteen times, and Top of Table six times.^* He is a recipient of the National Quality Award from the National Association of Financial Advisors (NAIFA) and was highlighted in NAIFA's national publication of Advisor Today in July 2011 as "Four Under Forty" portraying four top advisors and community leaders nationwide under 40 years of age. Corey has been a featured speaker at several industry events nationwide and was most recently a featured speaker at the MDRT meeting in 2013.

Corey has been a member of his industry association, NAIFA, for 18 years and served on the board of directors in 2007-2009. He is a member of AALU which is the top legislative group in the life insurance industry. He recently served on the board of governors of the Dallas Estate Planning Council (DEPC) and serves on a professional advisory committee to the Dallas Jewish Community Foundation. He is active in a few other local charities as well.

Aside from work, Corey likes to travel and spend time with his two beautiful daughters. He also enjoys playing tennis and skiing.

Pamela Thorsell • Director of Operations

Corey graduated from Tulane University in 1995 with a BSM degree in Finance and went straight into the life insurance business. For more than 27 years now, Corey has served clients in Dallas and around the country, providing consistent professional care to individuals and privately held business owners.

His primary focus is working with his clients to protect their families and businesses from the financial losses stemming from death, disability, and extended long term health issues. With Corey's affiliation to the Nautilus Group^®, he works with more complex, high net worth families and privately held businesses on generation to generation wealth transfer goals and succession plans. The Nautilus Group^® is a service of New York Life Insurance Company.

Corey prizes his reputation for having genuine concern for each client's own best interests and long term legacy goals. Professional in every step, Corey has his own due care process to understand current needs and closely watches market trends to help evaluate and find appropriate solutions for his clients.

Since 1995, Corey has earned many industry honors including membership in the prestigious Million Dollar Round Table (MDRT) for 21 years. He has qualified for the prestigious MDRT Court of Table sixteen times, and Top of Table six times.^* He is a recipient of the National Quality Award from the National Association of Financial Advisors (NAIFA) and was highlighted in NAIFA's national publication of Advisor Today in July 2011 as "Four Under Forty" portraying four top advisors and community leaders nationwide under 40 years of age. Corey has been a featured speaker at several industry events nationwide and was most recently a featured speaker at the MDRT meeting in 2013.

Corey has been a member of his industry association, NAIFA, for 18 years and served on the board of directors in 2007-2009. He is a member of AALU which is the top legislative group in the life insurance industry. He recently served on the board of governors of the Dallas Estate Planning Council (DEPC) and serves on a professional advisory committee to the Dallas Jewish Community Foundation. He is active in a few other local charities as well.

Aside from work, Corey likes to travel and spend time with his two beautiful daughters. He also enjoys playing tennis and skiing.