Client Advisory

Biography

Cole is an Associate in the Elizabethtown office, where he collaborates with a team of advisors to provide clients with comprehensive personal financial planning.

Prior to joining Cerity Partners, Cole was a summer intern at ARGI Financial Group and Cerity Partners while in college.

During his free time, Cole enjoys playing golf, soccer, and pickleball, and rooting on the Kentucky Wildcats.

Education

  • B.S. in Financial Planning and Finance with a minor in Psychology from Georgetown College

Highlights

  • Series 65 license holder

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