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Plan Today | Enjoy Tomorrow

Building Financial

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.

Preparing For Your Future Is

Our Top Priority

You Deserve To Know Your Financial Future Is In Good Hands

Independent Corpus Christi, TX Corpus Christi Financial Group


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 Corpus Christi, TX Corpus Christi Financial Group


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 Corpus Christi, TX Corpus Christi Financial Group


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


(361) 882-8700 


(361) 882-2790 



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 including as they accumulate assets during their working years, distribute wealth during their retirement years and ultimately helping them 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, Cory offers money management and retirement education classes at Del Mar College.

Cory’s current designations & registrations include:

  • Certified Income Specialist (CIS®)
  • Retirement Income Certified Professional® (RICP®)
  • Chartered Retirement Planning Counselor (CRPC®)
  • Accredited Asset Management Specialist (AAMS®)
  • Series 7, 24, 63 & 66 securities registrations
  • Life, Accident, Health and Disability Insurance licenses

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

financial consultant



As a Financial Consultant, Sharon is an instrumental part of the advice, guidance, and service we provide our clients. She joined Corpus Christi Financial Group in 2016 after spending many years working for a local bank.  She uses her experience in the financial services industry and her knowledge of investments to help our clients along their financial journey.  She has a Series 7, Series 66, and Texas life, accident, health and disability insurance license. 

When she's not in the office, Sharon enjoys traveling and spending time with her family on their farm outside Sinton, TX.

Roland Villanueva




Roland joined Corpus Christi Financial Group after learning the industry at a large nationally known brokerage firm.  As a native of Corpus Christi, Roland works diligently to help us improve our clients financial well-being by assisting with our research, analysis, and financial planning.  He is passionate about all things finance, including how economic and political factors impact your investments. He graduated from Texas A&M University - Corpus Christi with a degree in Economics.    

Aside from work, Roland enjoys playing golf, running, walking his dogs, reading, and just about every sport.

Jessica Johnson

Client Service Associate



As a client service associate, Jessica helps our clients by fulfilling their service related requests. Her caring personality and passion for providing excellent customer service shows as she supports each of our clients. She has a bachelor's degree in Music Education and taught instrumental music in Kansas before moving to Texas in 2016.  

In her free time, she enjoys fishing & camping with her husband as well as performing with the Corpus Christi Chamber Orchestra on her flute. 

Elizabeth Beltran

Client Service Associate



As part of our support staff, Elizabeth helps schedule client appointments, process client requests and paperwork, and manage our client files. She is responsible for a combination of client service, administrative, and operational functions.   After moving from Houston in 2008, she attended Del Mar College where she obtained her Associates Degree in Business Administration.  

Elizabeth enjoys spending time with her family and friends as well as traveling and competing in CrossFit competitions.

Kurt Emerick, CFP® Photo Kurt Emerick, CFP® Hover Photo

Kurt Emerick, CFP®

Financial Planner
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Kurt Emerick, CFP®

Financial Planner


(361) 880-5902  



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:

  • FINRA Series 6, 7, 22, 24, 51, 63, & 65 licenses
  • Life, Accident, Health and Disability Insurance licenses

On a Personal Note

Kurt resides in Portland, TX with his wife, 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



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.  In 2000, Sharon joined Kurt 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 and Series 63 registrations as well as 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.

Jim Mailhes, CFP®, CLU®, ChFC® Photo

Jim Mailhes, CFP®, CLU®, ChFC®

Financial Planner
Read Bio

Jim Mailhes, CFP®, CLU®, ChFC®

Financial Planner


(361) 882-8700 


(361) 882-2790 



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.

Jim’s designations and registrations include:

  • 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



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 and is working towards her bachelor of science with an emphasis in accounting. 

Alan Canine, CPA, MBA Photo

Alan Canine, CPA, MBA

Financial Advisor
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Alan Canine, CPA, MBA

Financial Advisor


(361) 887-1891


(361) 887-1893 



Alan has been helping individuals and clients with their finances since he joined his grandfather and father in their tax practice in 1978.  He later realized his clients also needed help with their financial and retirement planning.  As a Certified Public Accountant he is able to integrate his clients' current income and taxes with their retirement savings and other investments.

As a Corpus Christi native Alan attended both Del Mar College and Corpus Christi University which is now known as Texas A&M Corpus Christi.  Among other accolades he has received, he has earned a Bachelor's degree in Accounting and a Master's in Business Administration.

Alan’s current designations & registrations include:

  • Certified Public Accountant (CPA)
  • Masters of Business Administration (MBA)
  • FINRA Series 7,  63 & 66 securities registrations
  • General Lines Insurance License (Life, Accident, Health and HMO)

On a Personal Note

Alan enjoys traveling, natural history, camping, surfing, and snowboarding.

Support Staff

Amy Salinas

Client Service Associate



As a Client Service Associate, Amy Salinas delivers comprehensive service to clients by attending to their account management needs. Working alongside Alan Canine, she is responsible for handling and coordinating all service related matters. 

Born and raised in Corpus Christi, Amy graduated from Calallen High School and later earned an associate degree in accounting from Del Mar College.  She continued her education at Texas A&M Corpus Christi where she received a Bachelor of Business Administration degree in Accounting.

During her spare time, she enjoys being with family, reading fiction and autobiographies, occasionally golfing, attending musicals and concerts, going to the movies, and raising her two tortoises, Debit and Credit.

Justin Martinez Photo

Justin Martinez

Financial Advisor
Read Bio

Justin Martinez

Financial Advisor


(361) 882-8700 


(361) 882-2790 



Justin Martinez is a Financial Advisor with Corpus Christi Financial Group. He supports the team in providing customized investment advice to a variety of individuals and their families.

He is client focused, and aims to provide comprehensive financial services that are aligned with the client’s overall objectives. He focuses on retirement and retirement income planning. Justin is dedicated to helping clients prepare and plan for various phases of their financial lives.

Justin graduated from the University of Arizona Global Campus with a bachelors in Finance. He began his career at Corpus Christi Financial Group in 2018, where he obtained his FINRA Series 7 and 66 licenses.

Justin currently lives in Corpus Christi, TX. In his spare time, he enjoys outdoor activities and spending quality time with his family, friends, and dogs.

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 Corpus Christi, TX Corpus Christi Financial Group

Financial Planning

At the foundation of any solid strategy is a plan. Through our financial planning process we’ll work together to generate a thorough, continuous financial plan. Our plans organize your personal information in an effort to help you achieve your financial goals today, tomorrow and for years to come.

Portfolio Management Corpus Christi, TX Corpus Christi Financial Group

Portfolio Management

Together we’ll develop and adjust your portfolio to match your time horizons, risk tolerance and future goals. After helping you create a diversified portfolio, our team will monitor and update your investments as we work together to meet your goals.

Insurance Guidance and Planning Corpus Christi, TX Corpus Christi Financial Group

Insurance Guidance & Planning

Preparing for the unexpected is a crucial part of any comprehensive retirement or financial plan. We’ll discuss what types of insurance may be right for you and your family, including long-term care, disability and life insurance. Discussing these hard-to-imagine scenarios now can help us prevent financial ruin in the face of an unfortunate event later.

Employer Sponsored Savings and Retirement Plans Corpus Christi, TX Corpus Christi Financial Group

Employer-Sponsored Savings
& Retirement Plans

As a business owner, you have a fiduciary responsibility to select an appropriate retirement plan for your company and your employees. Our team can help you understand your options when it comes to plan providers and types. We’re happy to keep your employees well-educated about their employer-sponsored benefits as well.

Social Security and Medicare Advice Corpus Christi, TX Corpus Christi Financial Group

Social Security & Medicare Advice

Taking special care to optimize your Social Security benefits can provide a stable source of income adjusted for inflation. We’ll help you understand when to begin claiming your benefits and how Social Security will fit in with your pension plans and retirement savings accounts.

At the age of 65 you'll become eligible for Medicare and may want to consider the supplemental options available. Deciding what is right for you and your loved one is a tough choice, which is why we can walk you through your Medicare coverage and decide together what may be right for you.

Retirement Income Planning Corpus Christi, TX Corpus Christi Financial Group

Retirement Income Planning

The biggest question most people have as they enter into retirement is likely “Will I have enough?” By discussing available income options, we can help you address these concerns and build confidence towards your retirement. We’ll take a look at tax-conscious retirement income options that may work best for you and your spouse as you transition toward a life of financial independence.

Risk Management Corpus Christi, TX Corpus Christi Financial Group

Risk Management

While their are many firms focused only on growing their client assets, we also put a strong emphasis on the risk our clients are taking. We complete a questionnaire with each of our clients to ensure we invest their monies according to the risk they are comfortable taking.

Charitable Gift Planning Corpus Christi, TX Corpus Christi Financial Group

Charitable Gift

At Corpus Christi Financial Group we work with many philanthropic individuals to develop and implement charitable plans for organizations they are passionate about. Together, we can devise a charitable gift plan that supports the causes you care most about while providing tax advantages and financial stability.

Legacy and Estate Planning Corpus Christi, TX Corpus Christi Financial Group

Legacy & Estate Planning

Estate planning is more than just handing over your assets, you need a trusted partner in creating a legacy to leave behind. We’ll help you develop an estate plan that passes your most cherished possessions on to your children, favorite charitable organization or loved ones after you’re gone.

Trust Administration Corpus Christi, TX Corpus Christi Financial Group

Trust Administration

We will work to fulfill your wishes by providing expert insight that helps mitigate risk and identify opportunities in effort to grow your wealth and protect your loved ones.

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

Putting your financial future in the hands of someone else involves an immense amount of trust and understanding. Before we begin talking about your assets, we want you to feel comfortable with our team. During this time, we’ll get to know each other and answer any questions you may have about our firm, beliefs or services.

Step 2:

Financial Assessment

As we begin discussing the in’s and out’s of your financial picture, we’ll assess your current retirement plan, investment strategy, insurance options and more. During this time, we’ll ask you to complete a risk tolerance questionnaire, which can help our firm better understand your unique needs.

Step 3:

Provide Recommendations

Based on your goals, we’ll develop a comprehensive financial or retirement plan designed to encompass and integrate every aspect of your financial picture. Together we’ll go over our strategies, recommendations and advice to be sure you feel comfortable moving forward.

Step 4:

Implementation & Review

When you’re ready, we’ll move forward into an ongoing working relationship. As your financial circumstances evolve, we’ll realign your financial plan to accommodate these changes. We’ll meet regularly, whether virtually, over the phone or in person, to answer any questions and discuss ongoing financial matters.

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

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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

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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

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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.

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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 


6210 Wooldridge Rd.
Corpus Christi, TX 78414


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

Office Hours

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

Affiliated Offices


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


Phone: (361) 880-5902

For Current Clients

Access Your Account Logins Here

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