FOUNDING PARTNER
Colin began his investment career in 2009 with Lincoln Financial Group in Philadelphia where he learned the simple yet complex concept of retirement income; learning early in his career that the most essential part of retirement is in fact, income.
He believes that while retirement looks very different for every person, a sufficient retirement income to replace working income is the cornerstone. He enjoys working with his clients to build tax-efficient and streamlined income plans that allow for potential asset growth to keep up with inflation and flexibility to keep up with changes in lifestyles and circumstance.
Colin graduated from West Virginia University in 2005. He enjoys travel, golf, CrossFit, Olympic weightlifting, and spending time eating tacos and pizza with his wife, his 2 sons and their dogs and cat.