Colin works with a broad range of individuals and families and multi-generational families, helping clients navigate comprehensive financial planning, retirement planning, and investment management.

He takes a relationship-driven and personalized approach to planning, with work that is rooted in proactive planning and meaningful client relationships.

Colin earned a B.A. in Criminal Justice from Iona University and an M.S. in Financial Planning from The College for Financial Planning. His background in financial planning and family wealth management supports a thoughtful and client-focused approach to advising.

Outside of work, Colin is actively involved with The SUDC Foundation, supporting their fundraising efforts. He enjoys hiking, canoeing, biking, traveling, horseback riding.

Serving clients throughout New York City, New Jersey, and Connecticut, including Manhattan, Brooklyn, Westchester, Northern New Jersey, and Fairfield County.