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Biography

Colin is a Partner in the Louisville office, where he has over a decade of experience in the financial services industry. He specializes in providing comprehensive financial planning and wealth management centered around the maximization of complex corporate benefits packages.

Prior to joining Cerity Partners, Colin served as a Senior Financial Advisor at ARGI Financial Group. In this role, he led a team of advisors specializing in building client relationships through personalized financial planning. Before ARGI, Colin began his career working in portfolio management with a focus on individual securities and fixed income.

Learn more about my practice.

Education

  • B.A. in Political Science from the University of Kentucky

Highlights

  • CERTIFIED FINANCIAL PLANNER®

Latest Insights

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Colin Wheeler

Partner

Retirement

8 Must-Know Tactics for a Secure J&J Employee Retirement

As a Johnson & Johnson employee, planning for retirement often includes a rich array of benefits and choices. The company’s comprehensive 401(k) plan is an incredible asset, but it’s just the starting point in constructing a well-rounded retirement strategy. The following guide details how to synergize your J&J 401(k) savings with other key pillars of […]

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Dustin Ribergaard

Principal & Client Experience Director

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Stephanie Bellisario

Principal & Client Experience Director

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Principal & Client Experience Director

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Thank you for your interest in our financial services. We appreciate the opportunity to connect and learn about your financial goals. A representative will be in touch to discuss your financial needs.

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James Lebenthal

Partner & Chief Market Strategist

Economic and Market Outlooks

Video: August 2026 Economic and Market Outlook

August 4, 2026 - In our August outlook, Partner and Chief Market Strategist Jim Lebenthal walks through why our view of the market remains positive despite key risks. We…

Individuals and Families

California’s 2026 Billionaire Tax: What Ultra-High-Net-Worth Families Need to Know—and Strategies You Can Still Use

August 11, 2026 - California has placed a one-time wealth tax before its voters. If you have a net worth approaching or exceeding $1 billion and any connection to…

James Lebenthal and Amita Schultes

Economic and Market Outlooks

Webinar Recording: Q3 2026 Market & Economic Outlook

July 24, 2026 - Join our Investment Office as they review key market trends from the second quarter and share their outlook for the remainder of the year. This…

Learn about our Privacy Policy

By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.