Colin guides current and prospective clients through the process of clarifying and planning to achieve their various financial goals. This can encompass budgeting, planning for retirement, saving for education, managing investments, and identifying potential estate and insurance needs.
In November 2012, Colin was authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks in accordance with CFP Board certification and renewal requirements. CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical standards. They understand the complexities of the changing financial climate and know how to make recommendations in clients’ best interest.
B.S. Finance, 2007
Canisius College – Wehle School of Business
Raymond James Advisor Mastery Program, 2014
CERTIFIED FINANCIAL PLANNER™ Professional (2012)
COMMUNITY INVOLVEMENT (past & present)
- Canisius High School Alumni Board of Governors, 2012-present
- Executive Committee, 2014-2017
- President, 2016-2017
- Buffalo Colon Corps Board of Trustees, 2018-present
- Treasurer, 2018-present
Colin most enjoys being with his wife, Laura, and their four sons. Outside of family, his deepest passion is for music, avidly collecting, listening to, playing, and experiencing live performances of various types and genres. Colin can also occasionally be found CD shopping at Black Dots; catching a movie at the North Park Theatre or Dipson Amherst; zoning out at Albright-Knox; grabbing pizzas at Jay’s Artisan, tacos at La Divina, or donuts at Fry Baby; or playing the odd round of golf.