Profile
“As my client base and staff have grown, it has become less about me and more about how I can empower others to embrace our carefully crafted culture”
David Pickler
Mayflower Advisors
Corey Schneider is founder and CEO of New York-based Sentinel Solutions, who provide comprehensive, unbiased, and highly customized solutions to complex financial issues for clients.
Earning the title of “the guy with the red pen” after focusing on cutting expenses, eliminating inefficiencies, and improving profitability in a family business, Schneider carried this mindset into the wealth industry, which he entered in 2000.
“I’ve embraced the philosophy that wealth is eroded by three key factors: fees, taxes, and risk. I’ve carried my red pen philosophy forward, helping clients and their families create greater efficiencies by reducing these eroding factors, protecting their wealth, and growing their futures.”
For Schneider, they are two factors that determine if clients are won or lost:
90 Park Ave, 17th Floor, New York, NY 10016
212 536 8796
cschneider@sentinelsolutions.com
linkedin.com/in/schneidercorey
sentinelsolutions.com
Corey Schneider
Founder and CEO
Sentinel Solutions
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Bio
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Profile
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Bio
Milestones
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Bio
Milestones
“Philanthropy is more than writing checks – it’s about community engagement and presence. Whether that means joining a local board to share our voice or spearheading a capital campaign to raise crucial funds for a non-profit, Pickler Wealth Advisors moves the needle through the lens of compassionate leadership”
David Pickler
Mayflower Advisors
1994
2000
2014–2017
2017–2020
2020–2025
Started in Life insurance business
1994
Founded Sentinel Solutions
2000
Athlete at Team USA
2014–
2017
Student, MBA (The Wharton School) and JD (The University of Pennsylvania Law School)
2017–
2020
Co-Founder and Advisor, Grey Fox Wealth Advisors
Member of the 2015 World Championship Team
Delaware Business Times 2023, “40 Under 40”
2020–
2025
Suncorp Bank’s turnaround times are the lowest they have ever been. The lender becomes Australia’s first certified carbon neutral bank for both its operation and transaction services
Aug 2022
Milestones
Sept 2021
Feb 2022
Apr 2022
Jul 2022
Aug
2022
Suncorp Bank introduces Solar Home Bonus offer for customers who are choosing renewable energy for their homes
Sept 2021
Month-on-month market share growth commences
Feb 2022
Suncorp Bank wins the Canstar award for most outstanding value in investment loans
Apr 2022
Suncorp Bank wins Money Magazine’s Bank of the Year and Business Bank of the Year awards for the fifth year in a row
Jul 2022
Suncorp Bank’s turnaround times are the lowest they have ever been. The lender becomes Australia’s first certified carbon neutral bank for both its operation and transaction services
Aug 2022
Milestones
In addition to this, the advisor has amassed a collection of impressive accolades, including:
tax management
inflation protection
estate planning coordination
sales@icapitalnetwork.com
With over 25 years of experience, Glazer has received a collection of accolades throughout his career, including:
“From my earliest memories, I always had a passion for service,” says David Pickler, president and CEO of Pickler Wealth Advisors.
After joining investment bank PaineWebber in 1984, the CEO decided to pursue a legal education with the hopes of combining this passion for finance and the law.
“I found equal fulfilment in advising in the legal arena. I began to build a plan for a career that could serve both sets of clients. I wanted to fulfil the dream of building a practice that could incorporate financial advocacy, legal advocacy and, eventually, tax and accounting. A place that was truly client-centric,” reflects Pickler.
With certifications in private wealth and financial planning and a law degree from the University of Memphis, Pickler established his firm in 2005.
“Pickler Wealth Advisors opened with a team dedicated to delivering unparalleled client service. Our goal was to set new standards of excellence. We were, and still are, dedicated to client service that exceeds that found at wirehouses.”
With over 25 years of industry expertise, Pickler knows that establishing client trust is all about communication. The firm’s robust strategy includes an array of weekly market calls, podcasts and television episodes that educate clients and provide updates on recent market occurrences.
As a result of his outstanding dedication to client services, Pickler has won a number of awards:
Barron Magazine’s Top 1,000 Financial Advisors
Financial Times Top 400 Advisors
Forbes’ Best-in-State Wealth Advisor
Forbes Best in State Wealth Advisor
Financial Planning Magazine Pro Bono Planner of the Year
Boston Magazine Five-Star Wealth Manager
As a testament to Glazer’s dedication to providing leading financial management services, Mayflower Advisors holds a 98 percent client retention rate – serving three generations of clients.
Despite being in business for 50 years, Glazer remains dedicated to reimagining how to better partner with the next generation of clients and their families.
“We live and breathe relationships and service. We have been through it all – recession, financial crisis, bull markets, inflation – and along the way we can see what works. We have helped hundreds of families retire, finance their dreams, and send their children and grandchildren to college. When the families call and thank us or send pictures, it is incredibly rewarding.”
Glazer recalls dinner conversations as a child with his father sharing valuable financial lessons that he still uses today.
“We talked about savings, the dangers of debt, living within your means, paying down your mortgage, and not being impressed by flash. We employ those same basic lessons in managing risk and educating our clients,” says Glazer.
“At the end of the day, we are in the business of serving others and understanding their values,” continues the co-founder. “Our practice strives to offer a culture of stability, accountability, and teamwork, focusing exclusively on serving the long-term financial life management needs of our clients.”
With over 25 years of experience, Glazer has received a collection of accolades throughout his career, including:
1994
2000
2014–2017
2017–2020
2020–2025
Co-Founder and Advisor, Grey Fox Wealth Advisors
Member of the 2015 World Championship Team
Delaware Business Times 2023, “40 Under 40”
2020–
2025
Student, MBA (The Wharton School) and JD (The University of Pennsylvania Law School)
2017–
2020
Athlete at Team USA
2014–
2017
Founded Sentinel Solutions
2000
Started in Life insurance business
1994
Milestones
Service
Knowledge
“To excel in these, I focus on surrounding myself with and building a team of exceptional subject matter experts. At the same time, I ensure we lead with a commitment to outstanding service and strict compliance. I am deeply committed to being a lifelong learner, continuously improving to better serve our clients.”
Eager to stress what sets him apart, Schneider believes that investment returns are only a baseline.
He explains, “Most good advisors will achieve comparable results over a five or 10-year period. What sets us apart is our holistic approach, guided by 158 checkpoints we review with a team of subject matter experts. This process enables us to help clients live the life they aspire to and leave the legacy they envision.”
To achieve their returns and client loyalty, the team at Sentinel Solutions adopt an approach that goes beyond numbers.
“We ask questions, we listen, and we dive deeper to build meaningful, lasting connections. Now, I genuinely love what I do. Helping people I care deeply about isn’t work—it’s a privilege,” shares Schneider.
Detailing what has enabled him to earn recognition in InvestmentNews’ Top Advisors of 2025 rankings, he states:
“Client relationships who have referred and believe in us and our process.”
“Asking great questions as part of the process.”
While his firm is now a quarter of a century old, Schnieder is fully focused on the future and growing his team of advisors, along with building better technology to serve them and clients.
His passion and drive for the business stems from the enjoyment he derives from helping people achieve their financial goals.
“I love my career. Someone once told me, ‘If you love what you do, you will never work a day in your life’,” he adds. “While I didn’t feel this way at first, over time, I came to truly understand the power of what we do and the profound impact we can have on our clients’ lives.”