Colin has been dedicated to meeting the wealth management and financial planning needs for his clients for over 10 years. He is focused on building relationships with families, corporate executives, and small business owners in the areas of retirement planning, capital preservation, income generation, cash management and lending solutions. With a background in Financial Services Management and a drive to lead, he continues to implement the core strengths and values of Osaic through putting his clients first and leading with exceptional ideas. Colin understands the importance of providing an informed experience for his clients, and in order to complement his work, he has established strategic relationships with professionals who carry only the highest level of expertise in their respective field. By listening to his client’s needs, learning about their values and understanding their financial expectations, Colin uses a comprehensive approach to implement a financial plan to best meet his client’s financial goals. He looks forward to putting his knowledge to use in order to best meet your needs.
As a Financial Advisor, Colin has obtained the Series 7, 63 and 65 securities licenses in addition to life and health insurance licenses. Prior to his affiliation with Osaic, Colin was a top producer for Capital One Investing and Morgan Stanley. Now working alongside Osaic he is provided with the support and resources needed to focus on his top clients and maintain long-lasting partnerships.
Colin and his wife live in New Jersey where he was raised and continues to enjoy spending time with his family. He obtained his degree in financial services management from Johnson and Wales University in Providence, RI. Outside of the office, he enjoys surfing, fishing, hiking and spending time outdoors.