Client Advisory

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.

Education

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

Highlights

  • CERTIFIED FINANCIAL PLANNER®

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By clicking “Submit”, 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.