His philosophy is that every client has a life story to tell. He wants to hear them and learn from them.
Joined Lido: 2020
Homebase: Houston, TX
Professional Focus: He is passionate about doing what is right for the client by leveraging technology to enhance their experience, integrate the entire view of a client’s financial life, and create collaboration beyond the balance sheet.
Professional Designations: CERTIFIED FINANCIAL PLANNER™
Education: B.S., Management, minor in Economics, Keene State College
Previous Work Highlights: Colin has more than 15 years of wealth management experience. He led a team of advisors responsible for a substantial amount of assets under management, created his previous firm’s Wealth Planning service, and was responsible for developing, executing, and sustaining firm-wide strategic initiatives.
Personal Facts: He was a Volunteer Ski Patroller for over 17 years at Mount Snow in Vermont, and he is a member of the National Ski Patrol.
