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Plan Today | Enjoy Tomorrow


Building Financial
Confidence

In Corpus Christi, Texas Since 1993


Are You Retiring Confidently?


Offering a Simple Approach To Your Retirement

At Corpus Christi Financial Group our approach is simple. We believe sound financial decisions don't have to be confusing. From helping you prepare for retirement to maximizing your sustainable income options and transitioning your assets from one generation to the next in a tax efficient manner, our advisors can help. Our goal is for you to become more confident in your financial future.

Getting Started Is One Click Away


Voya’s Digital Advisor offers interested investors easy access to an innovative online platform. Simply open an account to get started, or give us a call to set up an appointment today.

Voya Digital Adviser

Open an account with just
$5,000

Preparing For Your Future Is

Our Top Priority


You Deserve To Know Your Financial Future Is In Good Hands


Independent

We’re an independent firm, meaning we aren’t tied to offering any specific products or services. Instead, we’ll evaluate your specific needs now and through retirement before deciding what the best course of action may be.

Comprehensive

Every piece of your financial picture works in tandem to propel you closer to your goals. That’s why we use a comprehensive planning approach, because considering every aspect of your wealth is how we act in your best interest.

Experienced

We take our ongoing education seriously and we hold ourselves to high ethical standards. We are one of the few firms in South Texas with multiple CERTIFIED FINANCIAL PLANNERTM professionals on our team.

Are We Right For You?


We work with hard-working individuals looking to simplify their complex financial lives. With no net worth minimum or income level requirement, we’re focused instead on the unique needs, character and personal values of our clients. You’ve spent your whole life saving diligently and spending wisely, now’s the time to optimize what you set aside for retirement.

You’ve Worked Hard To Make It To Retirement

We Can Take It From Here


Get To Know Your Financial Planning Partners

Cory D. Summers, CFP®, CIS®, RICP®, CRPC®, AAMS® Photo

Cory D. Summers, CFP®, CIS®, RICP®, CRPC®, AAMS®

Managing Partner
Read Bio

Cory D. Summers, CFP®, CIS®, RICP®, CRPC®, AAMS®

Managing Partner


Phone

(361) 882-8700 

Fax

(361) 882-2790 

Email

csummers@ccfinancialgroup.com

Cory D. Summers is the managing partner at Corpus Christi Financial Group, where he prides himself on being a trustworthy partner for those committed to improving their financial lives. Cory has been actively engaged in the financial services industry since 2004, and he offers a special focus on retirement and retirement income planning. Throughout his career, Cory has dedicated himself to helping investors prepare and plan for every phase of their financial lives as they accumulate in their working years, distribute wealth during retirement and leave a legacy for future generations.

Cory graduated magna cum laude from the University of Texas at Arlington with a bachelor of business administration in finance. As part of Cory’s commitment to helping the communities of south Texas find financial independence in retirement, Cory offers money management classes at Del Mar College.

Cory’s current designations & registrations include:

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Income Specialist (CIS®)
  • Retirement Income Certified Professional® (RICP®)
  • Chartered Retirement Planning Counselor (CRPC®)
  • Accredited Asset Management Specialist (AAMS®)
  • FINRA Series 7, 63 & 66 securities registrations

On a Personal Note

In his leisure time, Cory enjoys traveling, attending sporting events and spending time with his family. He and his family reside in Corpus Christi, TX.


Support Staff


Sharon Walls*

Operation Specialist

Isaac Rangel*

Client Service Associate


*Not registered with Voya Financial Advisors.

Jim Mailhes, CFP®, CLU®, ChFC® Photo

Jim Mailhes, CFP®, CLU®, ChFC®

Financial Planner
Read Bio

Jim Mailhes, CFP®, CLU®, ChFC®

Financial Planner


Phone

(361) 882-8700

Fax

(361) 882-2790

Email

jmailhes@ccfinancialgroup.com

Jim Mailhes has been helping clients using comprehensive planning systems since 1985. In taking his comprehensive approach, Jim has helped clients identify and prioritize their accumulation goals, explore and evaluate tax-advantaged courses of action and monitor and adjust their plan as needed. Jim enjoys helping clients protect their wealth and prepare for unexpected events including death, disability or illness. 

Jim graduated with a bachelor of business administration in marketing from Texas A&M College Station. He is a former adjunct professor at Del Mar College.

Jim’s designations and registrations include:

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant®
  • Chartered Life Underwriter®
  • FINRA Series 7, 63 & 65 registrations
  • Texas and other state Life & Health Insurance licenses



Support Staff


Amber Carter*

Client Service Associate


Email

acarter@ccfinancialgroup.com

Amber Carter has been a client service associate for Jim Mailhes since 2005. Amber handles all client account processing, service matters and communication between Jim and his clients. She has an associates of applied science in accounting. In addition, Amber has almost completed her bachelor of science with an emphasis in accounting.

*Not Registered with Voya Financial Advisers

Kurt Emerick, CFP® Photo

Kurt Emerick, CFP®

Financial Planner
Read Bio

Kurt Emerick, CFP®

Financial Planner


Phone

(361) 880-5902

Email

KEmerick@CCFinancialGroup.com

Kurt Emerick has been helping south Texans make important personal financial decisions since 1984. As a CFP® professional, Kurt has always put the needs and objectives of his clients above all else while helping individuals and small businesses plan and implement retirement, estate distribution and tax planning strategies.

Kurt is a 1976 graduate of Michigan State University with a degree in business administration.  

Kurt’s designations and registrations include:

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • FINRA Series 6 and 7 licenses
  • Life, Accident, Health and Disability Insurance licenses

On a Personal Note

Kurt resides in Portland, TX with his wife of 36 years, Sheri, and their 2 shelter dogs, Sunny and Wyatt. Kurt and Sheri have one adult daughter, Hayley, who resides in Colorado.



Support Staff


Sharon Squyres*

Client Service Associate


Email

SSquyres@CCFinancialGroup.com

Sharon Squyres joined the financial services industry in 1989 as a dividend and legal transfer specialist before moving quickly into the client service associate role for five investment consultants, an assistant wire operator and a cashier. Sharon joined Kurt in 2000 and has been his right hand ever since.

Sharon understands the importance of building client relationships and prides herself on ensuring the client’s administrative needs are met promptly and accurately. She currently holds FINRA Series 7 registration and will be adding Series 65 later this year. In addition, Sharon holds Texas Life, Accident, Health and Disability Insurance Licenses.

Sharon and her husband reside in the countryside near Woodsboro, TX. She is active in local equine events for youth and enjoys spending time with family, her pets and riding her horses in her free time.

*Does not offer security products at Voya Financial Advisors.

Learn About Our

Comprehensive Financial Planning Solutions


Planning Together For Your Financial Freedom

Whether you’re investing to build wealth, protect your family or preserve your assets, our personalized services focus on your aspirations and individual goals. At any stage of life, it’s important to keep your future needs in mind. Whether your retirement party is already marked on the calendar or a few years out, we can tailor our services to meet your specific needs today and retirement goals for tomorrow.


Our Services Include


Financial Planning

Portfolio Management

Insurance Guidance & Planning

Employer-Sponsored Savings
& Retirement Plans

Social Security & Medicare Advice

Retirement Income Planning

Risk Management

Charitable Gift
Planning

Legacy & Estate Planning

Trust Administration

Create An Account At The Click Of a Button

If you’re interested in taking your investments into your own hands, Voya’s Digital Advisor offers an easy-to-use online platform. Get started today by creating an account, or give us a call to learn more.

Voya Digital Adviser

Open an account with just
$5,000

Finding Financial Independence Starts With

Understanding What Independence Means To You


Just Like Doctors, We Can’t Prescribe Until We Diagnose

Understanding who you are, what you value and your vision for retirement is the first step we take in helping you reach your goals. As we get to know one another, your advisor can work to develop tailor-made solutions and strategies that fit your needs today and through retirement.


Our Retirement Planning Process Includes


Step 1:

Get Acquainted

Step 2:

Financial Assessment

Step 3:

Provide Recommendations

Step 4:

Implementation & Review


Ready To Get Started?

Give Us a Call

Further Your Financial Knowledge With

Corpus Christi Financial Group's Educational Seminars & Insights


Learn About Our Upcoming Educational Opportunities


As part of our ongoing commitment to community and education, we’re dedicated to helping those living in Corpus Christi and throughout the Coastal Bend find and develop sound financial strategies.

Advisor Cory D. Summers, CFP®, CIS®, RICP®, CRPC®, AAMS® offers his insights teaching money management classes. If you’re interested in attending a class, please fill out the form below and we’ll contact you with our upcoming schedule.


Our Current Educational Opportunities Include

Wealth Creation Today Photo

Wealth Creation Today

Learn More

Wealth Creation Today


Ideal for hardworking professionals still accumulating wealth, this six-hour course is designed to keep you well-informed on recent tax law changes and increase your overall financial fluency. With this course, we’re focused on combatting media noise and information gained through viral social shares, instead bringing you experienced, knowledgeable financial advice you can use to build healthy money habits.

Learn More

Retirement Planning Today Photo

Retirement Planning Today

Learn More

Retirement Planning Today


Retirement can be a confusing time, and the years leading up to it can be filled with questions on what you should be doing today and what to expect tomorrow. Whether you’re 5, 10 or 15+ years away from retirement, we’ll help you address your biggest concerns including how much you need to retire, goal-creation for a “successful retirement,” retirement income planning, how to reduce tax obligations and more. For your convenience, this course consists of two three-hour sessions, for a total of six hours.

Learn More

Rejuvenate Your Retirement Photo

Rejuvenate Your Retirement

Learn More

Rejuvenate Your Retirement


Perfect for those 65 & up already enjoying retirement, this course is geared toward protecting your retirement savings and planning for a stress-free retirement ahead. We’ll help you understand recent tax law changes and how that could impact your retirement income, as well as how your investment choices are affecting your retirement income. This course is designed to offer a bit of everything for everyone, including ways to stay active physically and mentally in your retirement. We offer our “Rejuvenate Your Retirement” course in two two-hour sessions, for a total of four hours.

Learn More

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Interested In Finding Financial Independence?


Learn More About Our Money Management Seminars Today


Get In Touch



Get Your Financial Plan On Track Today

At Corpus Christi Financial Group, we’re focused on helping you plan for and achieve your individual goals. Whether you’re ready to get started today or looking to learn more about our firm, feel free to give us a call or fill out the form below.


Corpus Christi
Financial Group 


Address

6210 Wooldridge Rd.
Corpus Christi, TX 78414

Contact

Phone: (361) 882-8700
Fax: (361) 882-2790

Office Hours

Monday to Friday:
8:00 a.m. to 5:00 p.m.

Affiliated Offices


Address

Kurt Emerick's Office
600 Colonial Dr.
Portland, TX 78347

Contact

Phone: (361) 880-5902


For Current Clients


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