Colby serves as a Private Wealth Manager, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life including investments, tax planning, risk management, retirement, employee benefits and estate planning.
Colby brings to his clients more than 12 years of experience in the financial services industry. Prior to joining Creative Planning, he worked for an independent investment advisory firm as a Senior Wealth Planner. Colby has spent his entire career in the financial services industry and has developed an in-depth knowledge of serving clients with comprehensive wealth management.
Colby earned a Bachelor of Science degree in Finance from the University of Central Florida where he graduated with honors. Colby is also a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards and an Enrolled Agent, the highest credential awarded by the Internal Revenue Service.
Colby and his wife Brittany have two children – Savannah and Austin. In his spare time, Colby enjoys golfing, fishing, watersports, and spending time with his family.