Colin’s extensive financial planning experience has allowed him to develop a comprehensive and wholistic approach to managing wealth. Recognizing that effective and enduring financial strategies begin with his genuine appreciation for each client, Colin has honed a disciplined, planning process that accounts for their personal passions, most cherished goals and greatest concerns.
“I want clients to enjoy their lives without compromising their ability to save, invest and prepare for the future. Some clients are young professionals and young couples making good money who need guidance on how to allocate it – for education and retirement planning, buying a home, or another short-term goal,” Colin says. “And some clients are further into their financial lives and have become the successful business owner or physician with healthy nest eggs and questions about the retirement lifestyles they can expect or efficient ways to pass assets to the next generation.”   
Colin’s efforts extend to both spouses (or partners) – educating whenever possible and helping each share ideas and grasp the underpinnings of their overall strategy. As a proactive advisor, Colin also helps clients plan for circumstances they anticipate and those they don’t. He also aligns’ tax-minimization and estate planning strategies with those of clients’ CPAs and attorneys.
Colin graduated from Illinois Wesleyan University, where he played basketball and studied Economics. Colin is still active in the basketball community and helps the men’s basketball program at Benet Academy in Lisle. He is also active in his community by serving as an ambassador for The Andrew Weishar Foundation, which supports families battling pediatric cancer. Professionally, he is an active member of the Midwest Business Brokers and Intermediaries. A big Chicago Bulls and Bears fan, he grew up on the Southside and currently lives uptown in Wicker Park with his better half, Rhonda.
*NMLS ID: 2444968
*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.