Meet Colin

 

After more than a decade in the Financial Services industry Colin continues to set himself apart from other advisors by persistently striving to keep his clients finances organized, invested appropriately, and taxed as efficiently as possible. Colin’s comprehensive wealth planning guidance positions his clients to navigate complex financial realities and take control of their financial futures.

A graduate of Michigan State University with a BA in General Business Management, Colin also received the CERTIFIED FINANCIAL PLANNER™ and CEPA™- Certified Exit Planning Advisor designations. Both are formal recognition of proficiency within the areas of financial planning, taxes, insurance, estate planning, retirement saving and helping business owners maximize the value they created within their businesses.

Away from the office Colin enjoys a healthy lifestyle and participates in adult league hockey. He is an active member of the Detroit Athletic Club. While attending MSU, he played Club Baseball all four years. Colin is active in local charities and a Christian. He and his family enjoy warm weather season the most and the beach.

 

Favorite food:

Pizza and Artisan Sandwiches

What motivates you:

Personal growth and doing what is right

Lifelong dream:

Trumpet player in a Jazz band by age 60

Favorite spot in Detroit:

Café D’Mongos Speakeasy

Favorite Kiwanis objective to live by:

To encourage the daily living of the golden rule in all human relationships

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In 15 minutes we can get to know you – your situation, goals and needs – then connect you with an advisor committed to helping you pursue true wealth.