Articles

NAIFA Vermont Featured Member Profile: Corey Hevrin

Corey Hevrin, The Vermont AgencyCorey Hevrin, The Vermont Agency

354 Mountain View Drive
Colchester, VT 05446
[email protected]
802-864-6819
LinkedIn Profile

The Vermont Agency logo

 

Corey Hevrin is a local Vermonter with roots going all the way back to the 1700s when his maternal grandparents’ ancestors settled in southern Vermont. Corey lives in Jericho, Vermont, where he also grew up, attended Mount Mansfield Union High School, and met his wife Megan Waite. They have four children: Aleacia, Logan, Sayah, and Pierce. They have an assortment of fish, a rescue cat named Hendrix, and a yard where most of the neighborhood kids come to play.

Corey graduated from St. Michael’s College with a degree in Psychology, with minors in History and Philosophy. During both high school and college, Corey enjoyed participating in sports, captaining his high school basketball and baseball teams to state championships in 1995, and captaining his college’s baseball team during his junior and senior years. During his four years on the team, the St. Michael’s baseball program had the best 4-year combined record in the history of the school! He loves to play baseball, basketball, football, and almost any other game - including pickleball - especially with his kids.

Corey carries his competitive spirit forward to working with his clients. His favorite part of the job is helping people “cross the finish line” to achieve financial freedom or reach retirement goals ahead of schedule.

In addition to coaching little league, basketball and soccer, Corey’s community involvement is extensive: he is a member of the Vermont leadership board and a regional board member for the American Lung Association. He is the supervisory committee chair for One Credit Union. He is a past president of his local BNI chapter, and a past board member of Make-A-Wish Vermont. Corey is also involved with the Epilepsy Center, ANEW Place, and numerous other local charities. Corey sees his work as a natural outgrowth of his desire to be an active and helpful member of his community.

At The Vermont Agency, Corey is part of a diverse group of advisors who collectively specialize in nearly all forms of financial planning, including group benefits, employer sponsored retirement plans, wealth management, estate planning strategies, non-qualified deferred compensation plans, life and disability insurance, and more. They utilize a shared intellectual property model so that any and all advisors can collectively participate in their clients’ success.

Corey offers his clients longevity, experience, and knowledge, and a commitment to being available for many years to come to help them meet their financial goals. “At 43 years of age, I have nearly 20 years of experience in this industry and I plan to work another 25 to 30 years in my business.”

When working with his clients, he puts his math background into action, helping people to be as efficient with their money as possible. Recently, when working with a couple in their early 50s, he was able to help them reorganize their finances and save about $2200 a month in expenditures – money they can now redirect toward enhancing their lifestyle and saving for retirement. He also puts his teaching background to use in his work. “I really enjoy providing education to clients which helps them find inefficiencies in their financials and then putting that money into reducing debt, increasing their savings, investments, or enhancing lifestyle. This is simply an amazing feeling.”

Corey particularly enjoys working with small business owners and families, helping them to plan for all the things they expect in life, and for the things they haven’t expected as well. “I’m available whenever clients need me, and for as long as they need me. Having been an athlete and a competitor my entire life, I only want to win and perform as excellently as possible for my clients.”

If you’d like to learn more about Corey Hevrin and how his knowledge and experience can help you pursue your financial goals, contact him for a consultation.

Corey Hevrin
The Vermont Agency
354 Mountain View Drive
Colchester, VT 05446
[email protected]
802-864-6819
LinkedIn Profile


Securities and investment advisory services are offered by Registered Representatives and Investment Adviser Representatives of Equity Services, Inc., Member FINRA/SIPC 354 Mountain View Drive, Suite 200, Colchester, VT 05446 (802) 864-6819. ESI is independent of all named entities. TC118752