Qualifications

EDUCATION
BS Accounting: East Texas A&M University (Formerly Texas A&M University – Commerce)

CERTIFICATIONS
Certified Public Accountant, Texas

PROFESSIONAL ASSOCIATIONS
American Institute of Certified Public Accountants
Texas Society of Certified Public Accountants

MARKETS OF EXPERTISE
Affluent Families & Individuals, Corporate Executives, Family Offices, and Entrepreneurs

SERVICE AREAS OF FOCUS
Tax Compliance, Strategic Tax Planning, Business Advisory Services & Compliance

Background

With over 20 years of public practice experience, Korey D. Green has developed exceptional tax
planning strategies. His attention to interpersonal relationships has earned a loyal client base. He is
proficient in creating customized tax strategies for affluent individuals and families, executives, and
closely held business owners. Korey also provides his clients with expertise in retirement planning
and business advisory services.

Korey’s philanthropic pursuits include serving on non-profit boards in the Dallas area and taking
on a mentorship role for the Big Brothers Big Sisters organization. Korey earned a bachelor’s
degree in accounting from Texas A&M University-Commerce and is a Certified Public Accountant
in the state of Texas.