Cory Callahan CRPS®

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Cory Callahan has worked in the financial services field since 2001. He is returning to his love of helping families ensure their financial security after spending the last 17 years training financial professionals on financial products, retirement plans, insurance, and financial strategies for a Fortune 500 Insurance company.  He has also spent over 10 years as an adjunct professor at Southeast Community College teaching risk management and principals of insurance.

Cory’s practice specializes in educating and providing financial strategies for both individuals and small businesses in the areas of retirement strategies, investments, and insurance strategies, to help his clients attain their financial goals in a way that is suitable for them.  He holds Series 7, 24, 53, 63, and 65 registrations as well as his Life, Health & Annuities license.  He has earned his Master of Business Administration degree and holds the Chartered Retirement Plans designation.

Prior to joining Heritage Financial Services, Cory completed his undergraduate studies at the University of Nebraska Lincoln and went on to earn his MBA from Bellevue University.  Although he grew up in Omaha, he currently resides in Palmyra, NE with his wife and 2 children.  He is a leader in his community and spent 12 years on the Palmyra Village Board, with 8 years as the Chairman. He is a current member of the Palmyra Volunteer Fire and Rescue departments, as well as a member of the Palmyra Action League where he spearheaded a project that raised $100,000 for new playground equipment. Outside of the office, Cory enjoys hunting and shooting and is a current Pius X High School Trap Coach.

Cory Callahan is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc., Securities Dealer, Member FINRA/SIPC, A Registered Investment Advisor. Heritage Financial Services is Independently Owned and Operated. 3435592 2/21