top of page

From a young age, it seemed apparent that Colin was destined to enter the Financial Field. Before the age of 10, Colin's parents found him ironing his money on many occasions. It was symbolic to all those around him that he truly cared about managing  the assets you work extremely hard to acquire. Over the past 10 years, he has worked with many clients to help them choose, invest, and manage plans with suitable investments and strategies.

Colin is an experienced and knowledgeable LPL financial advisor, ready to work with you to help manage you and your family’s financial future. He has a degree in finance from Ohio University in which he uses to add value to the people he interacts with. Colin has a fiduciary focus and holds his Series 65 and Series 63 registrations held through LPL Financial. He puts the interests of the client first and foremost. He also specializes in Social Security optimization, portfolio management for individuals and/or small businesses, and pension consulting services.

But most importantly, Colin stands on the 2 pillars of the firm: education and family.  He believes that education is key to making sound decisions in your financial planning, and ultimately strives to help you protect the loved ones you are working hard to plan for. As a financial planner, Colin‘s main goal is to help you make well-educated and informed decisions on what types of investments are suitable for you and your family. He also emphasizes the need to adjust investment plans as your family's goals and needs change. Colin will listen to your concerns, share all information about potential investments, including benefits, risks, and tax issues, and treat your financial goals with the same care and interest that he devotes to his own family. Colin looks forward to being your experienced advisor and specialized resource as you build a comprehensive portfolio of investments. 

bottom of page