Professional Overview
Corey Kaster is a seasoned financial services professional with over 17 years of experience in the insurance and wealth management industry. As the President of Inbundance Wealth Management and Insurance Masters NW, he leverages his deep industry expertise to provide comprehensive financial solutions and personalized guidance to his clients.
Experience Summary
Current Role
As the President of Inbundance Wealth Management, Corey is responsible for driving the strategic vision and day-to-day operations of the firm. He oversees a team of financial advisors and works closely with clients to develop customized investment and risk management strategies that align with their long-term financial goals. Under his leadership, Inbundance Wealth Management has consistently delivered exceptional client service and investment performance.
Concurrently, Corey serves as the President of Insurance Masters NW, a respected insurance agency he has led for over a decade. In this role, he has built a robust portfolio of insurance products and services, including life, health, and property/casualty coverage, catering to the diverse needs of individuals and businesses.
Career Progression
Prior to his current roles, Corey held various leadership positions within the insurance industry. He served as the President of C. Kaster Agency, a Farmers Insurance affiliate, where he managed all aspects of the agency's operations and client relationships. Additionally, he gained valuable experience as a Farmers Registered Agent and an Agent at Farmers Insurance, honing his expertise in risk management and insurance product knowledge.
Earlier in his career, Corey worked in the telecommunications industry, holding a Receivables Management position at Cingular, where he demonstrated his strong analytical and problem-solving skills.
Academic Background
Corey holds a Bachelor's degree, equipping him with a solid foundation in business, finance, and management principles.
Areas of Expertise
Corey's areas of expertise include financial planning, investment management, risk management, and insurance product knowledge. He is adept at developing customized solutions that address the unique needs of his clients, whether individuals or businesses. Corey's leadership skills, coupled with his technical expertise, enable him to effectively manage his teams and drive the growth and success of his organizations.
Professional Impact
Under Corey's leadership, Inbundance Wealth Management has consistently achieved above-market investment returns for its clients, earning a reputation for exceptional portfolio management and client service. Similarly, Insurance Masters NW has expanded its client base and diversified its product offerings, positioning the agency as a trusted provider of comprehensive insurance solutions.
Corey's industry contributions extend beyond his day-to-day responsibilities. He actively participates in professional associations and industry events, sharing his insights and best practices with fellow financial services professionals.
Conclusion
Corey Kaster's extensive experience, technical expertise, and strategic leadership have made him a respected figure in the financial services industry. As he continues to guide Inbundance Wealth Management and Insurance Masters NW towards new heights, Corey remains committed to delivering exceptional value to his clients and driving positive industry impact.
