Corey Orthengren

Corey Orthengren, CPA, CFP®, is a financial planner currently working at SFMG Wealth Advisors, a fee-only wealth advisory firm in Dallas, Texas, since January 2024. Previously, Corey served as a financial planner at Corient, one of the largest integrated RIAs in the United States, managing assets for high net worth and ultra high net worth clients from August 2021 to January 2024. Corey's professional journey began at Amarillo National Bank, where roles included commercial credit analyst, proof operator, and customer service representative from January 2018 to July 2021, following a position as a bank teller at Happy State Bank from October 2016 to December 2017. Corey's educational background includes a Master of Professional Accounting from West Texas A&M University, a Bachelor of Business Administration with a double major in Accounting and Finance, and an Associate in Science in Business Administration from Amarillo College.