
Colin Holmes, CFP®
Wealth Manager
Colin 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.
With more than a decade of experience in the financial services industry, Colin has developed an in-depth knowledge of providing clients with comprehensive wealth management. Prior to joining Creative Planning, Colin worked for an independent investment advisory firm as a financial planner.
Colin earned a Bachelor of Science degree in finance and economics from Butler University. He is also a CERTIFIED FINANCIAL PLANNER™ professional, as designated by the Certified Financial Planner Board of Standards.
Colin and his wife, Samantha, have one daughter: Kinsleigh. In his spare time, Colin enjoys coaching volleyball with his wife, watching sports and spending time with his family.
Articles by Colin Holmes, CFP®
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