Colin previously worked at United Capital as a Guidance Manager. In his role there, he was responsible for analyzing and develop financial planning recommendations for clients around the country, as well as training advisors on planning tools and the client experience.
Colin is a graduate of The University of Texas at Dallas with a Bachelor of Science in Finance. Colin is a CERTIFIED FINANCIAL PLANNER™.
In his spare time, you can find Colin spending time with family and friends, watching the New York Yankees, and playing guitar.