Colin graduated from the University of North Carolina- Wilmington with a Bachelor of Science in Finance and a Master of Science in Accountancy. After doing mostly consulting engagements with Wall Street clients in New York City for a little less than a decade, he moved back home to North Carolina and transitioned into his real passion – investments, people, and financial planning.
Colin is the newest addition to the Raleigh Wealth Solutions team and brings five years of experience from a previous firm where he oversaw all aspects of the client experience. He is excited to join an organization that has a more comprehensive approach to financial planning and looks forward to meeting our select families. Colin has a deep understanding of investment allocations, market history, alternative investments, and US GAAP. He has obtained and currently maintains his Series 65 license in good standing and has passed the level one examination of the Chartered Financial Analyst program.
Out of the office, Colin can be found on the beautiful Carolina coast, watching live music, skiing, at the gym, hunting allocated bourbon, or engaging in his favorite activity in the world- spending time with his beautiful daughter.